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Simplifying the complex, so you
thrive in your planned retirement.

Our firm puts faith-based principles into action to help you find clarity and confidence
in the complicated world of finance. Give Us a Call (888) 771-7583

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A Team Dedicated to You

Burgdorf Wealth Managers started over 30 years ago with a simple office, minimum office staff, meager equipment and one client. Today, we still have a passion for clearly understanding your financial concerns, helping you pursue your goals and building toward your long term dreams.

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Riskalyze Number

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Asset Map

Guide Your Finances with A Simplified Approach

Many of our clients would rather be spending time with family and friends or engaging with their communities, and don’t have time to actively manage their long-term plans. They need a partner who will tell them the truth and who shares their values to live simply, work diligently, and give generously.

Build a Plan to Thrive In Retirement

Retirement is all about protecting your nest egg through supplemental income and budgeting. But how do you know if all of it is enough? That's our specialty. Our planning tools and experience help to clarify this question, giving you confidence to live the joyous and generous retirement life you've worked for.

Practical Ways to Engage

We're fortunate to work with a growing number of clients who continue to refer us to their family and friends. We strive to be a more valuable partner each and every day, which is why we're happy to introduce our most recent programs designed to help you nurture your legacy and fortify your financial standing.

Kids Eat Free

 Our Kids Eat Free initiative empowers current clients to recommend their adult children for a complimentary financial consultation. Take the first step towards securing a financially sound future for your family.

Make a Referral

Carefull Protection Program

We're taking proactive action to protect our clients by offering selected clients access to Carefull, a financial protection service built to defend your savings, credit, identity, passwords and documents.

Get Protected

Minute On Wealth Series

Our video series, "Minute on Wealth," is curated to deliver invaluable perspectives and practical suggestions to help guide you to your financial goals. Elevate your financial literacy to help make confident choices.

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Ready to See Your Assets More Clearly?


Visualize the Possibilities

Asset-Map allows us to visualize your complete financial inventory and track progress toward goals on one page. With intuitive mind map-like diagramming, you can see and understand your finances like never before and, as a result, make better financial decisions. 

Create Your Map


Want to Know Your Risk Number?

This 5-minute questionnaire covers topics such as your portfolio size and goals while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It’s fast, free, and gives your number instantly. 

Get Your Risk Number

Explore a Wide Range of Services For Your Needs

At Burgdorf Wealth Managers, our services are designed to get you where you're going so you can spend more time with your family, friends, and community, and less time wading through financials. 

Wealth Management

Financial Planning

Retirement Income

Insurance & Asset Protection

Education Planning

Estate Planning

How We Can Help You

Covering the Whole Picture of Your Wealth

Your financial plan should incorporate every decision that shapes your future. That’s why we look beyond the basics, addressing all 10 areas of your finances that can impact your life, your family, your business, and your legacy. See how our comprehensive Wealth Management Checklist can give you clarity and confidence in every season of life.

Come grow with us.

*Dave Ramsey, the above-mentioned professional, is not affiliated or registered with Cetera Advisors LLC.
*Working with an advisor who is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor program is not affiliated with Cetera and Burgdorf Wealth Managers Financial Advisors and is not sponsored or endorsed by Cetera nor Burgdorf Wealth Managers Financial Advisors.
*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.