Exodus Wealth gives transactional advisors a dignified retirement path—combining decades of succession expertise with a legacy-first approach so your clients remain in good hands and you can retire with confidence.
Exodus Wealth was founded to solve one of the most overlooked challenges in our industry: how transactional advisors can retire with dignity, protect their legacy, and ensure clients remain in good hands.
Led by Kelly G. Burke—financial advisor succession expert and founder of Exodus Wealth—our team brings decades of real-world experience in client service, mergers and acquisitions, and advisor retirement transitions.
For more than 30 years, Kelly G. Burke worked as a financial advisor—serving clients, completing acquisitions, and guiding peer advisors into retirement. Along the way, he saw too many transactional advisors left without a clear path forward. Large consolidators often felt impersonal, and fee-based models didn’t fit the advisors who built careers in transactional relationships. Exodus Wealth was created to change that. Born from experience, not theory, our firm offers a succession plan for financial advisors that feels human-centered, dignified, and designed for the clients you’ve cared for your entire career.
At Exodus Wealth, our mission is simple: help advisors retire confidently while protecting what matters most—their legacy, their clients, and their reputation.
We are guided by five core values:
Every decision rooted in transparency and reliability
Honoring careers built over decades
Ensuring your life’s work endures
Keeping clients in good hands
Simplifying a process that often feels overwhelming
KELLY G. BURKE, FOUNDER & CEO
With over 30 years in the financial advisory field, Kelly has led client relationships, firm acquisitions, and advisor transitions. Having successfully sold his own advisory practice, he brings firsthand knowledge of what it takes to retire well as an advisor. Kelly now serves as a trusted guide for peers seeking to exit with confidence and ensure their clients’ futures are secure.
He is supported by a board of seasoned executives with extensive experience in wealth management, M&A, and advisor succession—giving Exodus both the wisdom and the credibility to lead this new path in advisor retirement.
Executive Director of Mergers and Acquisitions
Merger and Acquisition Executive
Merger and Acquisition Executive
Investment Advisor Representative
Investment Advisor Representative
Investment Advisor Representative
Investment Advisor Representative
Executive Assistant to the CEO
Advisors choose Exodus Wealth because it was built specifically for them—not as a generic acquisition firm, but as a client-first advisor retirement solution.
With Exodus, you don’t just step away—you retire with clarity, protect your legacy, and know your clients remain in good hands.
We exist for advisors who:
• Want to retire without compromise
• Care deeply about client continuity
• Seek to preserve the value of their life’s work
• Need a trusted partner who has been where they are
Exodus Wealth operates with full regulatory oversight and transparency.
You may review registration and background information about our firm and its investment professionals through FINRA’s BrokerCheck system below.
You’ve spent your career earning trust. Let’s help you transition it well.
