Founded in 1991 by Wendie Burkholder, Burkholder & Associates, LLC operates as an independent, fee-only Registered Investment Adviser (RIA). The firm is committed to a fiduciary standard, providing objective financial advice and personalized service tailored to the individual goals of its clients. Their services encompass comprehensive financial planning, investment management, retirement planning, and estate planning, with a focus on helping clients build, manage, and preserve their wealth over the long term.

Founded in

United States