Burkholder Wealth Management

Financial ServicesUnited States2-10 Employees

Burkholder Wealth Management (BWM) was founded in 2019 to serve clients in a deeper way than traditional financial planning.  With the advancement of portfolio management software and fee compression industry wide, many advisors are taking the "volume" approach to financial planning.  They may use terms like "niche" and "specialized" in their marketing, but the truth is the average lead advisor serves over 100 clients, and some north of 200!

BWM is structured to focus on "Value" over "Volume."  At Burkhlder Wealth Mangement no advisor serves more than 100 clients by design.  This ensures our advisors can bring all their expertise and creativity to each client's case.  

The best clients for Burkholder Wealth Management are those that desire a more custom approach to wealth management or have complex planning needs.  Proper Wealth Management requires a careful analysis of a multitude of specific planning areas and then the coordination of these areas into a complete, comprehensive global plan.  Key areas of planning include:  portfolio management, tax planning, retirement planning, wealth transfer, business planning, and executive benefits.

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