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 provides discretionary portfolio management, pension consulting, and financial planning to individuals (including high‑net‑worth clients), business owners, pension and profit‑sharing plans, and charitable organizations. The firm manages ongoing individual accounts and also advises pooled plan assets, producing written investment policy statements tailored to each client. Advisory work is typically discretionary and documented with an Investment Policy Statement, with semi‑annual portfolio reviews and quarterly reporting to clients. The firm employs fundamental, modern portfolio theory and quantitative analysis and may use a range of strategies and instruments—including long‑ and short‑term trading, options, margin, ETFs, REITs, annuities, private placements and other fixed‑income and equity securities. Several supervised persons also serve as registered representatives of a broker‑dealer and as licensed insurance agents and may receive commissions for sales of securities or insurance products; the firm discloses and documents these conflicts and notes clients are not required to implement recommendations through its representatives. Uncommonly for a firm of this size, Burkholder & Associates combines advisory management of pooled retirement plans with the ability to offer commissionable insurance and annuity products and fixed‑fee pension consulting services.
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 |
|---|---|---|
Chevy Chase, MD
| 14
| |
Lewes, DE
| 22
|
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