Joe Burgess | Wealth Strategist


Joe Burgess was born and raised in the small, rural farm town of Arbuckle CA. Honoring his farming roots, he currently is the President of a farm management company while also owning an almond orchard, walnut huller, and a consulting firm that specializes in helping small businesses. He has a deep passion for learning and growing which has led him to be involved in many fields of expertise and become a jack of all trades with skills varying from construction to electrical work to homestead farm consulting.

Joe met his wife while serving at a Christian ministry camp and they have been married twenty years with eight wonderful children. In 2011, Joe and his family moved to Atlanta, GA to attend a ministry school. There, he not only grew his faith but also began to understand more the value of legacy, honor, and family that he continues to uphold to the highest degree.

After returning to Arbuckle, CA, he began to delve more intentionally into the world of finance and business. Joining the Unbridled Wealth team in 2021, he found that this career path caters perfectly with his passion for developing legacy and helping individuals and businesses utilize tools to create wealth that will impact future generations. He has thrived with Unbridled Wealth through valuing relationships and communication, while aiming for excellence.

When Joe is off the clock, he loves spending quality time with his family, preferably on a white, sandy beach. He enjoys waterfowl and upland hunting, has a soft spot for cows, horses, and livestock, and you can always count on him for a good dad joke or pun.

Areas of focus include business succession and legacy planning. Specializes in working with business owners and entrepreneurs.