Ameriprise Financial Services
39yrs
Top advisor by experience in Fairfield
30yrs
Gregory Burch has worked in the financial industry for 30 years and is a fiduciary financial advisor based in Fairfield, Ohio. After 25 years at L.M. Kohn & Company, Gregory joined Integrity Alliance in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 35 advisors with offices in Fairfield, and one of 33 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 14% by experience in Fairfield
Office2794 Mack Road Suite B, Fairfield, OH 45014
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$454,036
Advisors at the firm344
States licensed ?1 state
Services through Integrity Alliance
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Apr 2025 – nowIntegrity Alliance, LLC.Current firm
- 1999 – 2025L.M. Kohn & CompanyPreviously
Contact Gregory
(877) 886-1939Firm headquarters in Urbandale, IA. Ask for Gregory. 2794 Mack Road Suite BFairfield, OH 45014Office · Get directions Firm websiteHTTP://WWW.INTEGRITYWEALTH.COM/WEALTH
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Gregory
Tailored to Gregory’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Gregory
How do I contact Gregory?
Call Integrity Alliance at (877) 886-1939 and ask for Gregory Burch. Gregory works from the Fairfield, OH office.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 1996, about 30 years. Top 14% by experience in Fairfield.
What licenses does Gregory hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Gregory a fiduciary?
Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gregory paid?
Integrity Alliance reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Gregory for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Ameriprise Financial Services
35yrs
Top 6% by experience in Fairfield
Ameriprise Financial Services
34yrs
Top 8% by experience in Ohio
LPL Financial
34yrs
Top 8% by experience in Ohio
RIK Saylor Financial
29yrs
Top 15% by experience in Ohio
Ameritas Advisory Services
26yrs
Top 20% by experience in Fairfield