Burkart & Stevens Wealth Management

The firm provides investment management and a range of financial planning services to individual and high‑net‑worth clients, including comprehensive planning, project‑based engagements, and limited financial reviews. It also serves as the client contact for introductions to third‑party managers and assists with implementation and ongoing plan updates.

Portfolios are managed primarily on a non‑discretionary basis and are built around asset allocation, diversification and a long‑term risk/return framework, with typical recommendations including no‑load mutual funds, ETFs, government securities and individual bonds. When appropriate, the firm collaborates with an outside investment adviser that generally has discretionary authority and provides operational support and strategy implementation.

The firm is affiliated with an accountancy corporation and the firm’s principal is a licensed CPA; accounting and tax services are offered separately and clients may be referred between the advisory and accounting businesses without referral fees. Notably, nearly all client assets are managed non‑discretionarily and the principal spends a substantial portion of professional time in the accounting practice, which can shape the firm’s tax‑sensitive planning and coordination of advice.