Our Kids Eat Free campaign allows current clients to refer their adult children for a complimentary financial consultation. The discussion will focus on exploring their financial opportunities, and connect them with a partner they can trust for life.
Have you been referred? Schedule Your Appointment.
Together, we’ll discuss your financial goals and frame them within the context of your life stage.
We’ll dive into your unique financial situation, including your income, expenses, debt, and more.
Once we understand where you are now, we can begin tracking opportunities to get you to your goals.
Do you know someone who could benefit? Recommend a family member or friend.
Beginning your financial journey can be daunting - a path forward can help you focus on the steps to take now.
Balancing the aspects of your financial life can be challenging - a visual can show you where to give and take.
Your circumstances are going to change - a financial plan can help you understand where to shift your focus.
Our firm puts faith-based principles into action to help you find clarity and confidence in the complicated world of finance.
We started over 30 years ago with a simple office, minimum office staff, meager equipment and one client. We had a passion to clearly understand the financial concerns, long term dreams, and the financial resources our clients have. This passion led us to establish foundational principles built upon our commitment to honor God and serve His people. We are humbled that our clients have entrusted us with over $250m in assets. In addition we're thankful these promises help them find the confidence they need in the complicated world of finance.
We've made a strong commitment to do things differently at Burgdorf. We've aligned ourselves with a parent company that supports and applauds the independence we've made a foundational pillar of our firm.
We firmly believe that our clients' "financial wealth deserves a comprehensive strategy." That's why we take the time necessary to understand all we can about out clients' goals and timelines. You'll never get a cookie-cutter strategy from Burgdorf Wealth Managers.
We have made it a financial priority to have enough administrative support. This way clients at all asset levels feel like they are our top concern and receive Platinum-level service.
We allocate a significant portion of our budget to ensure our clients have access to world-class money managers, top-end financial planning tools, and cutting-edge asset-visibility and management tools.
Live simply. Work diligently. Give generously. That describes our approach as a faith-based firm. If you share similar values, Burgdorf may be a good fit for you.