A complete list of active advisors currently associated with Burkholder & Associates, LLC

Warmer can help you find a great advisor at Burkholder & Associates, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Burkholder & Associates, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Kimberly Bleck	Washington, DC	15
Nicholas Burkholder	Washington, DC	22

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