Financial services executive Andrew (Andy) Burgess is founder of Foresight Strategic Consulting, a Colorado-based consulting firm created to help financial advisors accelerate growth, strengthen operations, and plan for long-term success.
Foresight Strategic Consulting delivers comprehensive services through three core practice areas:
- Strategic Advisory & Coaching. Monthly retainer relationships offering strategic planning, business development coaching, operational optimization, and performance accountability across all stages of an advisory business.
- Talent Acquisition Services. Specialized recruiting focused exclusively on financial advisory talent, with revenue-based placement models designed to align client success with firm outcomes.
- M&A Advisory & Succession Planning. Complete transaction services including buy-side and sell-side advisory, succession strategy development, and exit planning, offered through a combination of upfront and success-based fee structures.
Bridging a Market Gap
Foresight Strategic Consulting was founded on the principle that financial advisors deserve authentic, results-driven guidance without the typical consultant sales pitch. Operating under the philosophy “Listen first and sell never,” the firm provides candid advice focused solely on client success, even when the guidance is challenging.
What sets Foresight apart is Burgess’s rare dual expertise as both a financial services executive and an operator within several large RIAs. This unique perspective enables the firm to understand both the strategic vision and operational realities of advisory practice growth. Unlike consultants who rely on theoretical frameworks, Foresight delivers practical, implementation-ready strategies backed by documented asset generation.
5-Star Testimonial
“After knowing and trusting Andy for years, I hired him to help our firm with strategic planning moving forward. Andy 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…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
Channel-Agnostic, Scalable Approach
The firm serves advisors across all channels, including RIAs, independent broker-dealers, and wirehouse advisors, providing unbiased guidance on independence pathways, M&A opportunities, and growth strategies. Its service delivery scales with client needs rather than arbitrary AUM requirements, making high-level strategic expertise accessible to solo practitioners and established firms alike.
About Andy Burgess, Founder & Managing Member
Andy Burgess brings 25+ years of financial services executive experience to Foresight Strategic Consulting, with a documented track record of generating billions in assets across VP-level roles at Fidelity, Schwab, NewEdge, and Mercer Advisors.
His unique combination of COO operational experience at Mutual Group and strategic sales leadership provides clients with both the big-picture vision and granular execution expertise needed for sustainable growth. His approach centers on authentic partnerships that prioritize client outcomes over consultant revenue.
According to Andy, "Too many financial advisors receive strategic advice from consultants who have never actually built or operated in an advisory practice themselves. We bridge that credibility gap by combining proven executive experience with authentic partnership principles. Our clients don't need another sales pitch, they need honest guidance from someone who has walked in their shoes and delivered measurable results. When advisors are ready for strategic growth without the typical consultant nonsense, we're here to listen first and deliver outcomes that matter."
andy@fsconsultllc.com
Media Contact
Name
Foresight Strategic Consulting
Contact name
Andy Burgess
Contact phone
(303) 578-0828
Country
United States
Url
https://fsconsultllc.com/
