A complete list of active advisors currently associated with Goepper Burkhardt LLC

Warmer can help you find a great advisor at Goepper Burkhardt LLC or one who fits your needs even better.

Goepper Burkhardt LLC is a fee‑only, SEC‑registered investment adviser that provides retirement wealth management — combining portfolio management, retirement planning, and tax planning — primarily for retirees and pre‑retirees, as well as individuals, families, foundations, retirement plans, trusts, and estates. The firm manages roughly $380 million in client assets across about 243 clients and is supported by a three‑advisor team. The firm’s investment approach emphasizes strategic asset allocation and fundamental analysis, implemented through diversified multi‑asset portfolios using active or passive securities and low‑cost funds, with documented investment policy statements and periodic, tax‑efficient rebalancing. Goepper Burkhardt integrates retirement and tax planning with ongoing portfolio management to tailor solutions to clients’ time horizons, risk tolerances, cash‑flow needs, and any client‑imposed investment restrictions. Distinctive aspects include the relatively large asset base managed by a small advisory team and a focused offering for intergenerational wealth transfer, where limited‑scope engagements for family members are sometimes provided at reduced or no fee. The firm also handles low‑cost‑basis annuity transfers via 1035 exchanges to Nationwide when appropriate, relies on custodial and rebalancing tools from Schwab and Orion, and is in the early stages of evaluating artificial intelligence for administrative workflows; its advisors hold multiple advanced professional credentials and participate in a university continuing‑education program.

To learn more about the advisors currently working at Goepper Burkhardt 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.