Most RIA owners are running their business alone.
Every platform decision. Every growth question. Every offer that lands in your inbox. You built your independence for good reasons. But at some point, "independent" starts to feel a lot like isolated. That's the gap Foresight fills.
Who You'd Be Working With
The person you call before you call anyone else.
I'm Andy Burgess. I've spent 25 years working across the full spectrum of the financial services industry — from major custodians and broker-dealers to RIA platforms and FinTech firms. I've sat in the rooms where decisions get made, watched how the industry operates from the inside, and built relationships across every corner of the wealth management world. That experience is what I bring to every conversation.
I work with RIA owners and financial services firms who are navigating real decisions — whether that's a platform transition, an M&A opportunity, a succession question, or simply figuring out the next chapter of growth. My clients aren't looking for a consultant who hands them a report and disappears. They want a strategic partner who thinks alongside them, asks hard questions, and stays in it until the work is done.
What sets me apart is simple: I have no platform to sell, no quota to hit, and no agenda beyond yours. I lead with listening, not with a pitch. The advice I give is the same advice I'd give a close friend in your position — honest, direct, and grounded in real-world experience. That's what I mean when I say strategic partner.
How Foresight Can Help
The right guidance, at the right moment.
Where most client relationships begin
A monthly retainer that puts a trusted partner in your corner — someone who understands your business, asks the right questions, and helps you think through decisions before they become problems.
Buy, sell, or plan your exit with clarity
Whether you're acquiring, selling, or planning your exit, I help RIA owners navigate complex transactions from initial strategy through closing and beyond.
Thinking about going independent, changing custodians, moving from a wirehouse, or evaluating a new platform? I help advisors think through every dimension of a move — operationally, financially, and strategically — with no preferred outcome except the right one for you.
Every dimension of a move, covered
Grow intentionally, not transactionally
Growing a financial services business takes more than a good referral network. I work with RIA owners, FinTech companies, and other businesses serving the advisor market to build a repeatable, authentic approach to business development — one that generates results without feeling like a sales job.
Real Relationships. Real Results.
“After knowing and trusting Andy for years, I’ve hired him to help our firm with our strategic planning moving forward. Andy has provided me with valuable insights for years as a trusted advisor. Now, the ability to collaborate with him each month on decisions that will impact our firm for years to come, I couldn’t be happier. Andy’s input on a recent decision regarding a nonprofit leadership position and several technology platforms has been invaluable as we scale. I value Andy’s real-world problem-solving skills, network of industry professionals, and his institutional knowledge make him the ideal partner for anyone looking to grow, scale, or transition to the next phase…he knows it all.”
Sam, Investment Advisor and Foresight Strategic Advisory Client
“Andy’s strategic guidance cuts through the noise. Instead of spending weeks researching best practices, I get targeted advice from someone who’s lived through these challenges. His approach to balancing immediate client needs with long-term career positioning helped me navigate a complex succession opportunity with confidence. The monthly check-ins keep me accountable and ensure I’m focusing on what drives real business results.”
Matt, Investment Advisor and Foresight Strategic Advisory Client