A complete list of active advisors currently associated with Burkholder Wealth Management

Warmer can help you find a great advisor at Burkholder Wealth Management or one who fits your needs even better.

Burkholder Wealth Management works with individuals (including high net worth clients), pension plans, and charitable organizations to provide discretionary portfolio management, financial planning, and retirement plan consulting (including ERISA 3(38) advisory services). The firm offers tailored wealth management through firm-developed model portfolios and may include complementary financial planning as part of its portfolio services. The firm tailors investment advice to each client’s objectives and risk tolerance, employing fundamental analysis, modern portfolio theory, and long-term purchase strategies while typically managing accounts on a discretionary basis. Although the firm primarily recommends mutual funds and ETFs, its brochure discloses a limited exception for option-based covered-call strategies and notes that tax efficiency is not its primary management objective, so clients are advised to consult tax professionals. Several features the firm discloses are atypical for peers: it is affiliated with an independent law firm and may refer clients for legal services, it assists in forming special purpose vehicles and private placements and discloses that the adviser and qualified clients may co-invest alongside clients (with allocations and non‑preferential terms to mitigate conflicts), and it reports custody arrangements tied to standing letters of authorization and detailed practices for aggregating and allocating trades across multiple custodians.

To learn more about the advisors currently working at Burkholder Wealth Management, 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.

You can also browse Burkholder Wealth Management's office locations.