Burgdorf Wealth Managers: Our Approach to Financial Planning

Fiduciary Financial Services in Area Code 618 | 217 | 447

As you're looking for a local financial advisor to help you identify and pursue your individual goals, it’s important you find someone you can trust. A company with a strong local presence that serves Central Illinois-area clients and connects with each client on a personal level can be a highly effective asset to you.

Having a financial advisor and financial services available to you in Central Illinois means you can form a long-term relationships with a local professional who is a part of your community and knows the ins and outs of financial regulations in Illinois. Work with Burgdorf Wealth Managers to forge a lifelong partnership with a St. Clair County-based advisor and get the credible financial planning, wealth management, and retirement income planning services you need.

The Burgdorf Team | Your Trusted Team For Life

Our passion for understanding our clients’ financial concerns and helping you pursue your long-term financial dreams led up to establishing a company that honors God and serves His people. As a team, we work to ensure that we have the personnel resources to provide platinum-level service for clients of all asset levels while also putting your best interests firsts.

We the best, and most comprehensive planning strategies possible and put our service to all our clients above everything else. Through our transparency and faith-based practices, we hope to build a trusting and long-lasting partnership with you.

Around the Community

We make it a priority give back to the Fairview Heights community, and do what we can to make Central Illinois a better place for all residents.

Helping Hands

Join us and Helping Hands Midwest to show the love of Christ to people through home repair, clean up and organization.

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Trekking For Trash

Help us keep Fairview Heights beautiful. Join Burgdorf Wealth Managers and Trekking for Trash and help keep our community trash free.

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Financial Planning for Fairview Heights, IL

Fairview Heights is located in St. Clair County, in Central Illinois, and just 13 miles from St. Louis. The proximity to St. Louis makes Fairview Heights ideal for manufacturing and retail industries while still retaining its small town hospitality and charm. With attractions in the area like St. Clair Square Mall, Busch Stadium, Edward Jones Dome, and Forest Park, it’s clear why the thriving community takes such pride in this city.

Whether you’re in Fairview Heights for the small town charm or you work in one of the local industries, finding and building a relationship with a local wealth partner can relieve some of the stress that comes with preparing for your financial future and retirement.

Serving Springfield, Bloomington, and Champaign-Urbana Illinois

Within Sangamon County and the surrounding Heart of Illinois area, we serve a wide variety of clients, especially those looking for a partner who can help them save, give generously, and thrive throughout their retirement.

We pride ourselves on helping residents in St. Clair and Sangamon Counties manage their wealth, find confidence in the complicated world of finance, and develop long-term financial plans for their retirement. We keep our faith, beliefs, and clients at the center of our business, and want to help those in the Central Illinois area thrive in their retirement.

Whether you are already in the Springfield, Bloomington, or Champaign-Urbana areas or are planning to move here, finding the right local financial advisor can help you feel more secure and prepared for your financial future. Contact us today to see if Burgdorf Wealth Managers is the right fit for you.

What Independent & Fiduciary Means for You

Your Goals

As a fiduciary, we can help you focus on your future. Through getting to know you and your goals, we can create a more holistic plan, centered around you. We aim to provide purpose, vision, and direction to your finances to help make your goals a reality. And as we strategize and help you succeed, you can continue focusing on building your prosperous future.

Objective

We create financial plans with your best interests in mind. We don’t push any products or services, so you can be sure that every recommendation we make will be what we think is the best fit for your circumstances. We strive to be your trusted partner throughout our process and allow you to feel confident knowing you’re getting good advice for your future.

Personalized

One strategy isn’t right for everyone – your financial goals and future are as unique as you are. Through working with an independent wealth management firm, you receive our undivided attention to help you through our process of planning, executing, and the necessary follow-up steps.

Fee-Only

Through our fee-only pay structure, we can build a transparent relationship with you. You’ll receive best-fit recommendations without any conflicts of interest or the pressure to use any product or service. We are here to help you succeed. We put you first, so you can have the experience and life you deserve.

Our Client-Centered Approach that Fits You Today & Tomorrow

At Burgdorf Wealth Partners, we’re here to serve you. Using our simplified, client-centered approach, we concentrate on getting to know you better to produce financial advice and recommendations designed to fit your life. The more we focus on your goals and helping you pursue your financial and investment objectives, the more we can hone in on the strategies that help you thrive today and tomorrow.

As fiduciaries, our approach also means that we can provide objective advice without a conflict of interest. Whether you’re just starting on your financial journey or are ready to begin thriving in retirement, we can provide the education and strategies you need to manage your money and your life.

Fairview Heights, IL Wealth Managers Area Code 618