Power Your Advice Episode 286 – Shaping What’s Next: Legacy, Leadership, and Next-Gen Talent with Tim Burklow
We catch up with Tim Burklow, Managing Director and Wealth Advisor at Mainstay Wealth Management within Steward Partners. Tim shares his journey from being inspired by his father’s advisor to building a successful career in financial services, including over three decades with a single firm. He explains what ultimately led him to make the leap to Steward Partners and the importance of preparing for succession with intentionality. While the transition was initially daunting, he describes the move as energizing—for both himself and his team—and credits Steward’s resources and support for helping them hit the ground running.
Tim reflects on how the shift has reinvigorated his passion for the work, especially in mentoring the next generation of advisors. He highlights Steward’s robust wealth management platform, customized investment models, and collaborative culture as game changers for client service and team development. With a renewed focus on leadership, legacy, and empowering his team, Tim sees this next chapter as his most meaningful yet—one defined by impact, growth, and passing the torch with purpose.
Resources: Steward Partners