Independently owned. Personally invested.
Family-owned wealth management, devoted to your goals for more than 25 years.
Comprehensive wealth solutions, tailored to you
Portfolio Management
Customized, tax-efficient portfolios aligned with your risk tolerance and long-term objectives.
Talk to an advisor →Lending Solutions
Securities-based lending and credit facilities to unlock liquidity without disrupting your portfolio.
Talk to an advisor →Retirement Planning
Strategic retirement planning including 401(k), IRA rollovers, and tax-optimized distribution strategies.
Talk to an advisor →Cash Management
Intelligent sweep accounts and liquidity solutions to maximize idle capital.
Talk to an advisor →College Savings (529)
Tax-advantaged education savings plans tailored to your family's timeline and goals.
Talk to an advisor →Trustee Services
Professional trustee oversight for irrevocable trusts, estate planning, and generational wealth transfer.
Talk to an advisor →What sets us apart
Independent & Unbiased
No proprietary products, no hidden incentives. Our advice is driven solely by what is best for you.
Family- & Employee-Owned
We are accountable only to our clients. Our ownership structure keeps our incentives aligned with yours.
Tax-Aware, Client-First
Every strategy is built with tax efficiency in mind, because keeping more of what you earn matters.
Houston, TexasIndependent by design, personal by nature.
"Comprehensive, tax-aware investment strategies in an independent, conflict-free environment, with the client's goals as the only benchmark."
Founded in 2000 by Managing Partner Michael J. Burke, Bainbridge Financial Services provides independent wealth management built on trust, transparency, and a singular commitment to our clients. As a family- and employee-owned firm, we answer only to the people we serve, free from the institutional pressures and conflicts that compromise advice elsewhere.
Meet the teamThe Team
Bainbridge is a small, senior team by design. The person who builds your strategy is the person you talk to.
Michael J. Burke
Managing Partner
Mike founded Bainbridge Financial Services and serves as Managing Partner. He entered financial services in 1980 in the municipal bond sector and later served as Vice President of Investments at Prudential Securities before launching the firm. A University of Houston graduate, he has guided clients through several full market cycles.
Dean Burke
Managing Director
Dean serves as Managing Director and Financial Advisor at Bainbridge. He spent nearly 12 years at the energy investment bank Tudor, Pickering, Holt & Co., finishing as an Executive Director. He holds a B.A. in Mathematical Economic Analysis and Managerial Studies from Rice University.
Jimmy Mohr
Financial Advisor
Jimmy joins Bainbridge as a Financial Advisor, bringing a wealth of industry expertise to the team. He began his career at Principal Financial Services before launching his own family-operated firm in 2021. Jimmy holds a BBA in Accounting from Texas A&M University, combining a strong foundational knowledge of financial principles with years of hands-on advisory experience.
Lupe Northam
Senior Vice President, Financial Advisor
Lupe began her career at UBS PaineWebber and manages wealth for clients across the United States, Mexico, Ecuador, Venezuela, Brazil, Colombia, Spain, Belgium, Germany and Norway. Her approach centers on global diversification paired with strategic allocation and active management, reaching beyond U.S. markets, single market caps and traditional asset classes.
Keaton Sutherland
Keaton joined Bainbridge following a successful career in the NFL, where he played for seven teams, including the Houston Texans. Keaton holds a degree in Finance from the Mays Business School at Texas A&M University and is currently pursuing his MBA at the Kelley School of Business at Indiana University.
Jack Smith, CFA
Portfolio Manager, Financial Advisor
Jack serves as a Portfolio Manager for Bainbridge. He brings experience in portfolio management and analytical support for financial advisors. Jack earned a BS in Business Administration from the University of Tennessee, a Master of Finance degree from the University of Iowa, and holds the Chartered Financial Analyst (CFA) designation.
Patti Davis
Operations Manager, Senior Registered Associate
Patti manages day-to-day operations and client service at Bainbridge, supporting the advisory team and serving as a first point of contact for clients.
Check the background of our financial professionals on FINRA BrokerCheck.
Let's start a conversation.
Reach out directly to our advisory team. We'd love to hear about your goals.