Burkholder & Associates, LLC
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About
Burkholder & Associates, LLC provides investment advisory, financial planning, and pension consulting to individuals, high‑net‑worth clients, business owners, pension and profit‑sharing plans, and charitable organizations. Services include discretionary portfolio management, the creation of individualized Investment Policy Statements, and written pension consulting plans for plan sponsors and participants.
The firm’s investment process is built around individualized IPSs and combines fundamental analysis, modern portfolio theory, and quantitative methods to construct portfolios; trading strategies include long‑ and short‑term positions as well as options and margin when appropriate. Accounts are managed on a discretionary basis with regular monitoring and quarterly reporting, and pension consulting work includes recommending and monitoring money managers for plan assets.
Compared with many peers, certain supervised persons are also registered representatives of a broker‑dealer and licensed insurance agents and may accept commissions for sales of securities or insurance products — a conflict the firm discloses and documents. The firm also provides services for plan and pooled‑vehicle assets and highlights use of higher‑risk strategies (options and margin) and the fact that some external service providers employ AI/ML tools, with described due diligence and risk disclosures.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial plans and pension consulting plans range from $5,000 to $50,000
1.35% to 0.50%
Advisors are registered representatives of a broker-dealer and may accept compensation for the sale of securities and insurance products to clients, but commissions are not the firm's primary source of compensation.
$150 to $400 per hour
Main office
1250 Connecticut Ave NW, 7th Floor
Washington DC 20036
Advisors at this office
2
Most active in
Delaware · District of Columbia · Florida · Louisiana · Maryland · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Kimberly B
CFP®, Series 63, Series 65
Washington, DC
Burkholder & Associates, LLC
Kimberly Bleck is a CFP® professional with 14 years of industry experience, currently serving at Burkholder & Associates, LLC. She previously worked at Lincoln Financial Advisors for seven years. In addition to her advisory role, she is a licensed notary public. Burkholder & Associates provides discretionary portfolio management, pension consulting, and financial planning to individuals, business owners, and charitable organizations. The firm employs fundamental analysis, modern portfolio theory, and quantitative methods to inform investment decisions and offers pension consulting services without relying on third-party managers.
Nicholas B
CFP®, Series 66
Washington, DC
Burkholder & Associates, LLC
Nicholas Burkholder is a CFP® professional with 22 years of industry experience. He has worked at Lincoln Financial and Lincoln National Life Insurance Co. for 17 years before founding Burkholder & Associates, LLC, where he currently serves as the sole member. He also offers seminars and writes articles on financial planning topics. Burkholder & Associates, LLC provides investment advisory, financial planning, and pension consulting services to individuals, high-net-worth clients, business owners, pension and profit-sharing plans, and charitable organizations. The firm’s investment approach integrates individualized Investment Policy Statements with fundamental analysis, modern portfolio theory, and quantitative methods, managing accounts on a discretionary basis with regular monitoring and reporting.
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