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Exit confidently. Leave a legacy.

For transactional advisors ready to retire on their terms, Exodus Wealth offers a guided, client-first path forward—built by advisors, for advisors.

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A Retirement Path Built for Fee Based and Transactional Advisors

Still operating on commissions? Managing under $100M AUM? you’re not alone—and you’re not forgotten. Exodus Wealth was created for advisors like you.

WE SERVE:

  • Independent advisors with a transactional model
  • Typically 60+ in age, some in their 40s planning ahead
  • Without a clear succession or continuity plan
  • Seeking dignity, simplicity, and client care in retirement

More Than a Buyer. A Trusted Partner.

Exodus isn’t a roll-up or aggregator—it’s a firm founded by advisors, offering a respectful, relationship-driven transition that preserves client trust and unlocks new opportunities for lasting wealth creation.

Guiding Every Step

Personalized support from first call to close.

Client-First Philosophy

Your clients stay in trusted hands—with the top of the industry experience.

Advisor-Built

Founded by Kelly G. Burke, with 30+ years of advisory M&A experience.

Why Advisors Choose Exodus

Even if you’re not ready to retire today, advisors are trusting Exodus because:

"As a female entrepreneur, I was searching for a successor that brought a personal touch to continue my business. My clients and I found that with Kelly. He guided me and my clients through the acquisition of my firm with efficiency and care. I couldn’t be happier with the results of our work together."
Holly NicholsonFormer Owner Financial Planning Services, Inc.
“Exodus gave me the confidence to step away knowing my clients would be cared for. It felt less like selling my practice and more like securing my legacy.”
Thomas Scharf
"I’ve witnessed the success of a multitude of advisor transitions that Kelly has orchestrated for retiring advisors over the past decade. His client first approach and generosity are a hallmark of his process. Any advisor contemplating succession planning or retirement would find it very beneficial to have a conversation with Kelly"
Gregory BentleyCEO Fortune Financial Services, Inc.

Retirement, Without Hesitation

A simple, five-step process designed to keep you informed and in control.

Intro Call

Share your story, goals, and business structure

Custom Plan

Tailored strategy to increase your value and enhance your legacy

Onboarding & Outreach

We handle transitions and communications

Income & Exit

You step away with confidence, knowing your clients remain in capable hands.

Post-Exit Support

Continued connection if desired

Schedule your confidential consultation

Built by Advisors, for Advisors

Kelly G. Burke founded Exodus Wealth after 30+ years in the advisory field—a career guiding clients, completing firm acquisitions, and helping peer advisors transition into retirement. Having sold his own practice and supported countless others, he knows how important it is to protect client trust and preserve what you’ve built.

“Retiring should feel like a reward, not a risk. Exodus was created to deliver on that principal.”

Kelly G. Burke, Founder & CEO

With Kelly’s leadership, Exodus offers advisors the clarity, care, and confidence they deserve as they prepare for life after practice.

CONNECT WITH KELLY G. BURKE →

Exit Without Compromise

You’ve spent your career earning trust. Let’s help you transition it well.

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