Burkholder Wealth Management (BWM) was founded in 2019 to serve clients in a deeper way than traditional financial planning. We take wholistic financial planning approach that allows each advisor to work with 100 client. This ensures our advisors can bring all their expertise and creativity to each client's case.
The best clients for Burkholder Wealth Management are those that desire a more custom process to wealth management or have complex planning needs. Wealth management applied properly requires a careful analysis of a multitude of specific planning areas and then the coordination of these areas into a complete, comprehensive global plan.
Key areas of planning include portfolio management, tax planning, retirement planning, wealth transfer, business planning, and executive benefits.