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 is a team-based registered investment adviser with a six-advisor team managing approximately $379.9 million for about 266 clients. The firm provides discretionary portfolio management, hourly financial planning, and retirement plan consulting services, including acting as a 3(38) fiduciary for employee benefit plans. The firm typically implements diversified model portfolios and emphasizes mutual funds and ETFs, using fundamental analysis and Modern Portfolio Theory to align allocations with clients’ risk tolerance and objectives. Brochure disclosures state the adviser generally excludes most derivatives but may utilize covered‑call option strategies in managed accounts, and it operates with discretionary trading authority while permitting household account aggregation for fee breakpoints. Distinctive disclosures include an affiliation with a separate law firm whose legal services the adviser may recommend (clients are under no obligation to use those services), and that certain firm personnel are licensed insurance agents who may earn commissions. The brochure also notes the firm’s use of client testimonials in advertising and a policy of compensating employees for client referrals, with procedures intended to address the resulting conflicts of interest.

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.