Burgdorf Wealth Managers: Your Wealth Advisor Team

Meet The Team

Our Team Members

Mark Burgdorf, Certified Wealth Strategist®, Accredited Investment Fiduciary®

President & Senior Wealth Advisor

Kevin Dickey, Registered Financial Consultant

Financial Advisor and Chief Investment Officer

Matthew Cox, CERTIFIED FINANCIAL PLANNER®

Registered Financial Advisor

Precise Portfolio Management Backed By Over a Century of Experience

Our Investment Committee has over 150 years of collective investment experience, representing a broad array of investment knowledge. Our team meets consistently with other industry experts to make sure that our managed portfolios are properly aligned with our client's goals and risk tolerance.

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Maximize Your Social Security Benefits

Retirement is a big life transition At Burgdorf, we specialize in guiding you through this shift with the Advanced Time Segmentation® methodology. With our Registered Social Security Analyst® certification, we offer Social Security advice to optimize your claiming strategy. We'll show you how to maintain a nest egg so it can last through the joyful and generous retirement years ahead.

This information may not be relied on for the purpose of determining your social security benefits or eligibility, or avoiding any federal tax penalties. You are encouraged to seek advice from your own tax or legal professional.

Ready to Maximize Your Benefits?

Meet The Team

Our Team Members

Mark Burgdorf, Certified Wealth Strategist®, Accredited Investment Fiduciary®

Kevin Dickey, Registered Financial Consultant

Matthew Cox, CERTIFIED FINANCIAL PLANNER®

Tina Burgdorf

Karen Dickey

Kayden Besher

Mitch Davis

Arif Husain

Angela Malaway

Laura Jones

Precise Portfolio Management Backed By Over a Century of Experience

Have a Question?

Maximize Your Social Security Benefits