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

We are a faith-based independent boutique wealth management firm
helping you find peace in the complicated world of finance.
Speak with one of our advisors in person or schedule time online.

Schedule Meeting  |  Give Us a Call (888) 771-7583

Upcoming Events

Retirement Planning Today® — An Educational Course for Adults Age 50-65

Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. In straightforward language, this class explains time-tested strategies that help you to make informed financial decisions. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, this course helps you plan your future with confidence. 

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Long-Term Care Perceptions, Realities, And Steps You Can Take To Prepare.

Taking time to prepare for your long-term care strategy is an important part of any retirement plan. This seminar will dive into the common perceptions of long-term care, unbiased realities, payment plants, case studies, and feasible strategies to implement in your current, or future, plan. Join us on Zoom from either 11:00a - 12:00p or 4:00p - 5:00p CST on June 9th to learn more. Be sure to register!

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Create Your Asset Map

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<strong>A Simplified Approach</strong>

A Simplified Approach

At Burgdorf, we simplify the complex world of finance for our clients. Many of them would rather be spending time with family, 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.

<strong>Thriving In Retirement</strong>

Thriving In Retirement

Retirement is all about protecting your nest egg through supplemental income and budgeting. Supplemental income includes qualified retirement plans, social security, personal savings, and investments. 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 to give you confidence to live the joyous and generous retirement life you've worked for.

Explore a Wide Range of Services For Your Needs

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

Wealth Management is all about preserving and growing your wealth to make sure you are on track with your future goals.

Financial Planning

Considerations for everything including college and other life events, income planning, estate planning, and cash flow analysis.

Retirement Income Planning

Retirement Income strategies are our specialty at Burgdorf Wealth Managers. It's where you transition from saving and building your nest egg to withdrawing on it to maintain your lifestyle.

Insurance and Asset Protection

Assembling a plan to help protect you and your loved ones from the negative impacts unforeseen circumstances could have.

Our History

Whether it's college investment plans including 529s or custodian account plans you're in good hands with our education planning services.

Estate Planning

Estate planning clients can expect a comprehensive approach that considers all the tools: wills, trusts, and advanced directives.

<strong>Meet Our Great Team</strong>

Meet Our Great Team

We started over 30 years ago with a simple office, minimum office staff, meager equipment and one client. We still have a passion to clearly understand you financial concerns, long term dreams, and help clients reach their goals.


Want to know your Risk Number?


A 5-minute questionnaire covers topics such as portfolio size and top financial 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 displays your number instantly. 


GET YOUR RISK NUMBER





Visualize the Possibilities


See your full financial picture and make better decisions about what matters. Asset-Map is a tool that allows us to visualize your complete financial inventory and track progress on financial 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 decisions about your financial future.