Burkart Financial Group, Inc.

Overview

Burkart Financial Group, Inc. is an independent, corporation-structured registered investment adviser owned by an individual. The firm focuses on serving individual and family clients, providing financial planning and portfolio management tailored to individuals and small businesses. Its advisory model includes fee arrangements by percentage of AUM as well as hourly and fixed-fee engagements. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices