A History Of Building Financial Security

In the early 1960s and fresh out of the Air Force, Frank Burke and Nick Lawton came together to found “Burke Lawton” – an investment firm geared towards helping other young investors plan for and build financial security. In the early days, they had a small office with a ticker tape machine in the Chestnut Hill neighborhood of Philadelphia, PA. Four years later, Curt Brewer, joined the firm and soon became a partner. As it grew, the firm moved a few miles away to a larger office in Flourtown, PA. Eventually, the firm added Frank’s brother, Clay, to the partner ranks and in 1996 moved to our current location in Ambler, PA. With that location at capacity, the firm is building a new home for itself in Montgomeryville and expects to move in early 2019.

In the early years, Burke Lawton focused on providing brokerage services to investors. The founders soon realized that many of their clients needed and wanted more. So, in 1974, the firm also began offering investment management services. Over the years, the firm has grown in countless ways and yet still stayed true to its original mission of helping clients plan for and build financial security.

BLB&B Advisors is now a full-service provider of fiduciary planning advice, guidance and investment management on over $1.1 billion in client assets. We also now work with a number of local businesses, business-owners, and endowments, along with many multi-generational families including the second, third, and even fourth generations of families who originally started with Frank and Nick back in 1964.

As we look to the future, there are many exciting things on our horizon. We recently completed the full ownership and management transition of the firm from its original founders to the current management team. We constantly upgrade our technology platforms and investment management systems to better provide our clients with information about their investments and their financial plans. In 2019, we will move to our new, larger office just a few miles away from our current location.

Frank Burke
Nick Lawton
1963

U.S. Air Force Captains Franklin A. Burke (“Frank”) and Thomas N. Lawton (“Nick”) meet in London.

1964

Frank and Nick start Burke, Lawton & Co. in Chestnut Hill, PA, “to help people build tomorrow’s financial security through sound investments today.” Many of their initial clients are military colleagues.

1966

Burke, Lawton & Co. moves to larger offices in Chestnut Hill.

1968

John Curtis Brewer (Curt) joins the firm.

1972

Curt Brewer becomes a partner in Burke, Lawton & Brewer. The company expands, moves to offices in Flourtown, and issues its first monthly Client Briefing, a summary of market and economic activity still published today.

1974

Burke Lawton begins offering investment management services through an investment advisory subsidiary, Venture Securities Corporation, the predecessor of BLB&B Advisors, LLC.

1989

Co-Founder Nick Lawton passes away after 25 years with Burke, Lawton & Brewer.

1990

Clayton E. Burke joins the company as its newest partner and the firm becomes Burke Lawton Brewer & Burke.

1996

BLB&B moves to 516 N. Bethlehem Pike in Spring House, PA.

2006

Three additional investment professionals – Laura Brewer, Dean Karrash,  and John Lawton – become partners of Burke Lawton Brewer and Burke.

2008

Bob Phillips, Jr., Clifford Haugen, CFA, John Armstrong, III, Peter Bedell, and Margaret Wingerd become the newest members of the BLB&B team. Frank Burke and Curt Brewer begin the gradual transition of day-to-day operations and investment management responsibilities to the next generation.

2011

The transition is completed as Laura Brewer, Dean Karrash, John Lawton, Bob Phillips, and Clifford Haugen join Frank Burke as the owners of BLB&B Advisors.

Today

Still independent and employee-owned, BLB&B Advisors LLC adheres to the same principles upon which the firm was founded: “to help people build tomorrow’s financial security through sound investments today.”

1963

U.S. Air Force Captains Franklin A. Burke (“Frank”) and Thomas N. Lawton (“Nick”) meet in London.

1964

Frank and Nick start Burke, Lawton & Co. in Chestnut Hill, PA, “to help people build tomorrow’s financial security through sound investments today.” Many of their initial clients are military colleagues.

1966

Burke, Lawton & Co. moves to larger offices in Chestnut Hill.

1968

John Curtis Brewer (Curt) joins the firm.

1972

Curt Brewer becomes a partner in Burke, Lawton & Brewer. The company expands, moves to offices in Flourtown, and issues its first monthly Client Briefing, a summary of market and economic activity still published today.

1974

Burke Lawton begins offering investment management services through an investment advisory subsidiary, Venture Securities Corporation, the predecessor of BLB&B Advisors, LLC.

1989

Co-Founder Nick Lawton passes away after 25 years with Burke, Lawton & Brewer.

1990

Clayton E. Burke joins the company as its newest partner and the firm becomes Burke Lawton Brewer & Burke.

1996

BLB&B moves to 516 N. Bethlehem Pike in Spring House, PA.

2006

Three additional investment professionals – Laura Brewer, Dean Karrash, and John Lawton – become partners of Burke Lawton Brewer and Burke.

2008

Bob Phillips, Jr., Clifford Haugen, CFA, John Armstrong, III, Peter Bedell, and Margaret Wingerd become the newest members of the BLB&B team. Frank Burke and Curt Brewer begin the gradual transition of day-to-day operations and investment management responsibilities to the next generation.

2011

The transition is completed as Laura Brewer, Dean Karrash, John Lawton, Bob Phillips, and Clifford Haugen join Frank Burke as the owners of BLB&B Advisors.

Today

Still independent and employee-owned, BLB&B Advisors LLC adheres to the same principles upon which the firm was founded: “to help people build tomorrow’s financial security through sound investments today.”

 
ASSETS UNDER MANAGEMENT FEE
FIRST $1,000,000 1.00%
NEXT $1,000,000 0.85%
NEXT $3,000,000 0.70%
NEXT $5,000,000 0.55%
THEREAFTER 0.40%
MINIMUM FEE $1,500