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Financial Understanding of Today's Market

Friday, March 13, 2026 9:00 AM, EDT

“The economy appears to be on solid footing but variables such as tariffs, fiscal and monetary policy, have considerable impact on its evolution.  Ultimately, the job market is the linchpin to growth’s sustainability. 

Colin and his colleagues will provide an overview of the economic landscape, the factors influencing it, and the implications for equities and rates, plus what might undermine our constructive outlook.”

Introduction – Colin Burke

Colin Burke, having spent (almost) his entire career in the financial services industry, has developed a unique respect for his profession and the responsibility he has to his clients.

Colin’s clients tend to have complex financial needs.  To ensure these needs are met, Colin has developed strong personal relationships with strategic partners in both estate planning and tax management.  The ability to work closely with, and openly communicate with, a group of trusted partners ensures Colin’s clients benefit from a truly holistic approach to meeting the entirety of their wealth management needs.

Colin values transparent, cost effective, and understandable investment solutions for his clients. He focuses his energy into helping his clients identify and accomplish their lifelong goals, then guiding them patiently on the path to meet those goals.

A founding partner of Ivybridge Wealth Advisors, Colin believes the sole purpose of the practice is to help our clients make better financial decisions.  The team adheres to a financial planning and wealth management process that ensures clients make thoughtful, well informed, and well researched financial decisions. While structured in our approach, we value creativity in developing solutions to meet our client’s specific needs.

When not empowering his clients to make impactful financial decisions, Colin can be found listening to audiobooks, playing a ho-hum round of golf and most importantly, spending quality time with his wife Melissa and daughters Harper and Riley… and Boston Terrier Henry.

Education & Experience

  • Lehigh University (B.A. in International Relations)
  • Certified Plan Fiduciary Advisor (CPFA®)
  • Certification for Long-Term Care (CLTC®)

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© 2026 Executive Leaders for Advisory Boards. All Rights Reserved.

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  • About ELAB
  • Board of Directors
  • Programs
  • ELAB Speaker Series
  • Advisors
  • Case Studies
  • Our Clients
  • Insights & Resources
  • Getting Started