Burkholder Wealth Management

Overview

Burkholder Wealth Management is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm is owned by an individual and serves both individual & family clients and institutional relationships. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and pension consulting, with fees charged as a percentage of AUM as well as on hourly and fixed-fee bases. The firm does not identify itself as an active ESG investor and does not report acting as a capital allocator; instead it draws on external managers for non-public strategies. Burkholder lists industry affiliations with a law firm and an insurance company, which may support its estate, legal, or insurance-related client work. The firm’s mix of planning and discretionary portfolio services positions it to serve affluent households and smaller institutional clients that require both advisory guidance and delegated investment management.

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Location & Offices