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Andrew B
Series 65
Kula, HI
Burdick Wealth Management, LLC
Andrew Burdick is the sole advisor at Burdick Wealth Management, LLC, an independent firm based in Kula, Hawaii. He holds a Series 65 designation and has 18 years of industry experience. Burdick has led his firm since its founding in 2013. Burdick Wealth Management is a fee-only, state-registered adviser serving primarily individual clients, as well as business entities, trusts, and a limited number of institutional clients. The firm focuses on individualized, long-term investing and employs a mix of fundamental and technical analysis, with the occasional use of leverage and derivatives for certain clients.
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