John Burkhardt is a CFP® with 17 years of industry experience. He has been with Goepper Burkhardt LLC since 2003. Goepper Burkhardt LLC serves retirement-minded individuals and families, as well as foundations, trusts, and estates. The firm combines portfolio management with retirement planning, tax planning, and intergenerational wealth transfer, using a fee-only fiduciary approach and emphasizing strategic asset allocation and broad diversification across global asset classes.

Robert Flink is a CFP® professional with 18 years of industry experience, currently serving at Goepper Burkhardt LLC since 2020. His prior experience includes roles at TD Ameritrade, Marlin Wealth Advisors, Cetera Advisors LLC, Infinity Financial Group, Highland Capital Management, Stadion Money Management, Merrill, and Citigroup Global Markets. Goepper Burkhardt LLC is a fee-only, SEC-registered investment adviser focused on retirement wealth management for retirees, pre-retirees, and various client types including families, foundations, trusts, and estates. The firm manages approximately $380 million in assets with a tailored investment approach centered on strategic asset allocation, fundamental analysis, and tax-efficient portfolio rebalancing.

Gregory Goff is a CFP® and CFA® with nine years of industry experience. He currently serves as an advisor at Goepper Burkhardt LLC and previously worked at Fiduciary Organization, Sound Wealth Management, and Prudential Financial Planning Services. Prior to his financial career, he was employed at District 5 Interiors. Goepper Burkhardt LLC is an SEC-registered, fee-only investment adviser specializing in retirement wealth management for retirees, pre-retirees, individuals, families, and institutions. The firm employs a strategic asset allocation approach with diversified multi-asset portfolios and integrates retirement and tax planning with portfolio management to suit clients’ specific needs.