user avatar

Brian Keith Bordenkircher

Advisor at BDB Wealth Advisors LLC — Red Lion, PA

Updated today

Credentials

Series 65, Series 66

Experience

4 years

Location

Red Lion, PA

BDB Wealth Advisors LLC logo

BDB Wealth Advisors LLC

Independent

Total advisors

1

Clients per advisor

9 Low

Avg AUM per client

$137,455 Very Low

HNW client ratio

0% Low

About

Brian Bordenkircher is a financial advisor at BDB Wealth Advisors LLC in Red Lion, PA, holding Series 65 and Series 66 licenses with four years of industry experience. His prior work includes roles at Edward Jones and academic positions at Penn State and Roosevelt University. He is also a licensed insurance agent. BDB Wealth Advisors LLC provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, charitable organizations, and corporate entities. The firm utilizes a combination of cyclical, fundamental, and technical analysis alongside modern portfolio theory to tailor investment strategies, including defined-outcome ETFs and ESG overlays.

Client services

Based on BDB Wealth Advisors LLC

Financial planning Portfolio management Pension consulting Subscription service

Expertise

Based on BDB Wealth Advisors LLC

ESG / Sustainable investing Annuities

Occupation focus

Based on BDB Wealth Advisors LLC

Founder/Business Owner

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning fixed fees range from $0 to $15,000+ depending on complexity; Pension consulting flat fees range from $250 to $10,000 annually based on plan type and complexity.

Percentage

$10,000 - $20,000: 1.20% $20,001 - $50,000: 1.00% $50,001 - $100,000: 0.90% $100,001 - $250,000: 0.85% $250,001 - $500,000: 0.80% $500,001 - $750,000: 0.75% $750,001 - $1,000,000: 0.65% $1,000,001 - $2,000,000: 0.60% $2,000,001+: 0.55%

Project-based

$0 to $100 per hour for financial planning and pension consulting; $100 per hour for additional financial planning time beyond complementary hours.

Subscriptions

Financial planning subscription plan at $65 per month for approximately 45 minutes of advisor time per month; includes complementary financial planning access for portfolio management clients with varying levels of AUM.

Other

Account minimum: $10,000

Location

Red Lion, PA

Red Lion PA

Advisors at this office

1

Most active in

Illinois · Pennsylvania · Texas

Work history

4 years of industry experience

BDB Wealth Advisors LLC

2025 - Present • 1 year

Red Lion, PA

Unemployed

2025 - 2025 • 1 year

Red Lion, PA

HACC

2023 - 2024 • 1 year

York, PA

Unemployed

2021 - 2023 • 2 years

Red Lion, PA

Penn State

2019 - 2021 • 2 years

York, PA

Borden Creations LLC

2018 - 2021 • 3 years

Red Lion, PA

Unemployed

2016 - 2018 • 2 years

Crystal Lake, IL

Roosevelt University

2015 - 2016 • 1 year

Chicago, IL

Edward Jones

2014 - 2016 • 2 years

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Benjamin B

CFP®, TPCP®, Series 7, Series 63, Series 65

York, PA

The Financial Advisory Group

Benjamin Burkhart is a CFP® professional with three years of experience in financial advising, currently with The Financial Advisory Group in York, PA. His prior experience includes roles at LPL Financial LLC and Concentus Wealth Advisors. Outside of his advisory work, he is a partner and CFO of Mid Atlantic Car Fest LLC and pursues photography as a part-time activity. The Financial Advisory Group provides fee-based financial planning primarily to individuals and families, focusing on comprehensive plans covering asset and liability analysis, tax and estate considerations, retirement, education, and cash flow. The firm emphasizes planning and consulting services without managing client assets or offering asset-based fees.

Cash flow / budgeting General tax planning General estate planning guidance General retirement planning College savings (529s, UTMA, etc.)

Jake K

CFP®, Series 65, Series 63, Series 7

York, PA

Harvest Rock Advisors, LLC

Jake is a financial planner and investment advisor at Harvest Rock Advisors, an independent financial services firm serving the greater Susquehanna Valley region. He works with clients 50+ to help them plan confidently and keep more of what they’ve built through smart tax, investment, and retirement planning. He is a CERTIFIED FINANCIAL PLANNER® practitioner and holds the Series 65, Series 7, and Series 63 securities licenses. Jake lives in Lancaster County, PA with his wife, kids, one dog, and one cat. When he's not at youth sporting events, he enjoys running and cycling. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Harvest Rock Advisors, LLC and Cambridge are not affiliated. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC.

General tax planning General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive Self-Employed Approaching retirement Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Established Professionals
user avatar

Jeffrey G

Series 66

Lancaster, PA

Carriage Hill Investment Associates LLC

Jeffrey Guindon is a financial advisor at Carriage Hill Investment Associates LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Carriage Hill since 2019, following roles at RKL Wealth Management LLC and ParenteBeard Wealth Management LLC. He serves on the board and chairs the investment committee of the Lancaster County Community Foundation. Carriage Hill Investment Associates LLC is an independent registered investment adviser that provides discretionary portfolio management and hourly financial planning to individuals, charitable organizations, and some corporate clients. The firm manages approximately $41.3 million in assets, using a combination of economic and fundamental analysis along with Modern Portfolio Theory to create model and customized portfolios.

Wealth management General retirement planning College savings (529s, UTMA, etc.) Debt management Cash flow / budgeting
user avatar

Scott F

Series 63, Series 65

York, PA

Ford Investment & Retirement Management LLC

Scott Ford is the sole advisor at Ford Investment & Retirement Management LLC in York, PA, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to founding his firm in 2021, he worked at Primerica Advisors and Primerica Financial Services for two years. He also works as an engineer at Graham Packaging Company. Ford Investment & Retirement Management LLC provides discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm constructs customized portfolios primarily with individual stocks and ETFs, employing a mix of fundamental, technical, and charting analysis with a primarily short-term focus.

Retirement income strategy General retirement planning Cash flow / budgeting
user avatar

Shawn M

Series 65

York, PA

Lifetime Financial Foundations, LLC

Shawn Minnich is a financial advisor with Lifetime Financial Foundations, LLC in York, PA, holding a Series 65 designation and seven years of industry experience. He has worked at Lifetime Financial Foundations since 2019 and also maintains a role as an independent insurance agent since 2017. Lifetime Financial Foundations is a state-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary and occasional non-discretionary investment management and financial planning, utilizing a blend of fundamental, proprietary, and technical strategies to develop customized portfolios.

Wealth management Cash flow / budgeting
user avatar

John B

Series 66

Lancaster, PA

Growth Point Financial LLC

John Burns is a financial advisor with Growth Point Financial LLC in Lancaster, PA, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at Good Life Advisors, LPL Financial, and Waddell & Reed. He is also a licensed insurance agent and principal owner of Growth Point Retirement Services LLC, an insurance agency offering life insurance, Medicare supplement plans, and fixed annuities. Growth Point Financial LLC provides investment advisory services and financial planning to individual clients, focusing on low-cost ETFs and a buy-and-hold, long-term approach guided by modern portfolio theory and quantitative analysis. The firm offers tailored strategies, discretionary investment management, and educational seminars, and is notable for sponsoring a wrap fee program managed consistently with non-wrap accounts.

Medicare planning Annuities College savings (529s, UTMA, etc.)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)