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The CFA® Difference

Burkholder Wealth Management has a unique process for managing investments based on the Chartered Financial Analyst® approach. The CFA® designation is considered the Gold Standard of investment certifications and provides a strong foundation in advanced investment analysis and real-world portfolio management skills. The skill set learned through the CFA program allows BWM to think critically about risk and return in an everchanging environment and structure portfolios best suited to each client's needs.

To schedule your complimentary initial meeting with a CFA®, click the link below:

Burkholder Wealth Management (

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