In Memory of Frank Burke

We are saddened to announce that one of our founders, Franklin A. Burke, passed away in Sun City, Arizona this past weekend at age 83 after a brief illness. His wife, Elizabeth, son, Robert, and daughter, Sally, were by his side.

Frank and Nicholas Lawton (d. 1989) co-founded our firm in 1964. The two served in the US Air Force and met when they were stationed together in England. Upon their return to the Philadelphia area, they co-founded “Burke Lawton” – what is now known as BLB&B Advisors, LLC.

From the beginning, Burke Lawton focused on providing clients with what they believed to be the best possible investment advice and brokerage services. In the 1960s, investing was perceived as an activity available only to the wealthy and most investment firms refused to work with investors with only modest sums to invest. Frank and Nick wanted to do things differently and offered investment services specifically to those who were turned down by other investment firms simply because they could not meet the required minimum investment amount.

Frank and Nick had a modest start in a two room office in the Chestnut Hill neighborhood of Philadelphia. Lots of hard work and a fierce commitment to treating all their clients with respect, while helping them to build assets over time, were key ingredients of the firm’s success. Over the decades, Burke Lawton moved to larger quarters, added additional partners and staff, embraced technological and industry advances, and greatly broadened its service offerings and client base. Today, thanks to the strong foundation laid by Frank and Nick and the purposeful perpetuation of their core values, BLB&B Advisors serves clients in 44 states and out of a universe of 18,225 Independent and Hybrid RIA practices in the country, BLBB Advisors has assets under management in the top 4%.*

Although Frank was a successful entrepreneur, his biggest contributions to the community were his lifelong commitment to education and his philanthropic leadership. Frank had a passion for ensuring that educational opportunities were available to all, regardless of their background or finances. To that end, Frank served for many years as a trustee at the Williamson College of the Trades – a highly regarded and free technical and trade school in suburban Philadelphia – and owned The Omega Institute – a technical institute in Pennsauken, NJ that helped non-traditional students re-enter the workforce. Frank was a key supporter of the Ellis Foundation, a Kansas-based national college scholarship and mentoring program for students, and Kansas State University, his alma mater. All told, Frank and his wife have quietly funded educational opportunities for thousands of students – many of whom they’ve never met.  In addition to Frank’s service on many boards during his 50+ year career, he was also an integral part of the leadership at his church, Pleasantville United Church of Christ in Chalfont, PA.

Although Frank and Elizabeth resided in Arizona in recent years, their ties to suburban Philadelphia remained strong. On April 14, 2018 at 11:00 am, there will be a memorial service honoring Frank’s life at Pleasantville United Church of Christ in Chalfont, PA with a reception to follow at Normandy Farms. In lieu of flowers, please consider a donation in Frank’s honor to the Williamson College of the Trades.    

BLB&B Advisors Named to 2017 Financial Times 300 Top RIA

BLB&B Advisors, LLC, is pleased to announce it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. 

BLB&B Advisors, LLC, is one of only 14 firms selected throughout Pennsylvania.

This is the fourth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry.

Applicants were graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm's advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.

The final FT 300 represents an impressive cohort of elite RIA firms, as the "average" practice in this year's list has been in existence for 24 years and manages $2.7 billion in assets. The FT 300 Top RIAs hail from 37 states and Washington, D.C. 

Read the article at the Financial Times
Download article as a PDF

 

 


BLB&B Advisors, LLC, is a Pennsylvania-based investment advisor registered with the Securities and Exchange Commission under the Investment Adviser Act of 1940. Registration as an investment advisor does not imply a certain level of skill or training. The verbal and written communications of an investment advisor provide you with information you need to determine whether to hire or retain the advisor. Past performance is not indicative of future returns.

The 2017 Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2017). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. This rating is not indicative of future performance. Individual account experience may vary. This material is not financial advice or an offer to sell any product.

Please Save the Date!

BLB&B Advisors, in conjunction with College Pursuit and the Pennypack Ecological Restoration Trust, is pleased to present

An Evening with Celebrated Athlete, Adventurer, and Author

Erik Weihenmayer

 

 

Mary Fisher Retires

We are sad to report that after more than 26 years with BLB&B, Mary Fisher officially retired this fall. We would like to thank Mary for her many years of service to our firm and our clients.

 

We Welcome Cory S. Jackmuff…

...to BLB&B Advisors, LLC

In August, Cory Jackmuff joined us as our new Operations Specialist. In this capacity, Cory will be oper­ating and monitoring our portfolio management software system and working on a variety of data analy­sis and other special projects. Cory will also be providing technology support to the firm.

 

Staffing Changes at BLBB

 

As we continue to grow and in an effort to better serve our clients, we are thrilled to announce that Karen Rothenberger joined BLB&B in September as a Portfolio Administrator and that Brian Gallagher has transitioned from his position as a Portfolio Administrator into his new role at the firm as a Portfolio Analyst. Karen brings over thirty years of investment industry experience to our firm.

 

BLBB 2015 Legal Disclosures

 

Set forth below are the 2015 required legal disclosures for BLB&B Advisors, LLC. If you have any questions or concerns about these disclosures, please do not hesitate to contact your portfolio manager. 

 

BLBB Welcomes Two New Additions

We are thrilled to announce two new additions to the staff here at Burke Lawton Brewer & Burke: Douglas B. Huntley, CPA (inactive) and Brian P. Gallagher, CFP.® Both Doug and Brian joined us in January. Doug is our Acting Chief Operating Officer and, as such, will help us improve and enhance our internal operations and efficiencies in a variety of ways.