Independent & Objective
At Burgdorf, we're committed to doing things differently. We've aligned ourselves with a parent company that supports our independence and allows us to prioritize your best interests. Our objective and comprehensive advice is free from conflicts of interest, ensuring our recommendations align with your goals.
Comprehensive Planning
We believe that what determines whether or not a client is successful in reaching their financial goals is a personalized and comprehensive wealth management strategy. You deserve better than a cookie-cutter plan—that's why we take the time to understand all we can about your goals and timelines.
Platinum-Level Service
We prioritize providing exceptional service to clients at all asset levels. We’re supported by a well-resourced team that ensures you always feel like our top concern and that you receive platinum-level service. This commitment reflects our Biblically-based belief in serving others with integrity and care.
Commitment to the Cutting-Edge
We allocate a significant portion of our budget to ensure our advisors can provide clients with world-class money managers, top-end financial planning tools, and cutting-edge asset-visibility and management tools. Feel confident knowing you're given the most robust, user-friendly resources the industry has to offer.
Transparent Planning & Consulting Costs
The initial appointment is complimentary. After meeting with Mark, he and his team will have a good idea of what the next steps should be and will formulate a plan of action with your input.
If a comprehensive plan is warranted, our normal hourly fee is $200.00 but is capped at $2000.00 for the initial plan. The plan will have very clear action steps to follow that may involve areas of: budgeting and cash flow management, tax planning, estate planning, retirement planning/projections, insurance analysis, investment recommendations, and college savings plans.
If investment services are necessary, Mark will disclose any additional costs at that time.
Sharing God's Love by Lending a Helping Hand
We believe true wealth is about making a meaningful impact in the lives of others. To better serve the community, Mark and Tina Burgdorf founded Helping Hands Midwest, a nonprofit that helps with minor indoor and outdoor home repairs and landscaping clean-up. Beyond our team's helping hands, a percentage of revenue at Burgdorf Wealth Managers is directed toward supporting the organization in its mission to honor God by serving others. Visit the website to see our recent projects and learn how you can help.
Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisors LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Advisors LLC.
Ed Slott and Company
Ed Slott and Company is a helpful source of accurate, timely IRA expertise and analysis to financial advisors, institutions, consumers, and media across the country. Check our blog page for exclusive Ed Slott content on your journey towards financial literacy.
Ed Slott and Company LLC is not a client of this financial professional or Cetera Advisors, LLC. Ed Slott and Company provides training to financial advisors in exchange for a fee and is not affiliated with Cetera nor Financial Professional. In addition to providing training in IRA principles, Ed Slott and Company maintain a list of unaffiliated financial advisors who have attended training seminars with Ed Slott and Company. Financial Professional does not pay a referral fee or compensation associated with your selection of Financial Professional from that list. Working with an advisor who has completed Ed Slott and Company training or is part of Ed Slott’s Elite Advisor Group does not guarantee investment success or that financial goals will be achieved. There is no assurance that working with such an advisor will produce or achieve better results than working with an advisor who has not completed the training and/or is not part of the Group.
