Mark Burgdorf, Certified Wealth Strategist®, Accredited Investment Fiduciary®
President & Senior Wealth Advisor
Mark Burgdorf, President of Burgdorf and Associates Wealth Managers Inc. has been providing clients with comprehensive financial planning services for over 30 years. Mark began his career as an IT professional in the insurance industry. While working in IT, he trained with a successful financial planner and discovered how much he enjoyed helping families and business owners work toward their financial goals. Since then, Mark has had a long and successful career serving his clients because he believes that every client’s wealth “deserves a thoughtful strategy.” He currently manages over $169 million of clients’ assets. Burgdorf and Associates’ primary focus is to provide financial planning for faith-based families and individuals.
Mark holds various designations as a financial professional, including that of Certified Wealth Strategist® and Accredited Investment Fiduciary®. Most recently, he earned the designation of Registered Social Security Analyst®. The RSSA® designation recognizes Mark’s specialized knowledge for advising clients on optimal strategies for maximizing their social security benefits. Mark decided to pursue this particular specialty so he could more effectively help his clients significantly improve their financial outlook and confidence for retirement.
Outside of his successful business, Mark is deeply committed to his family, community, and church. His hobbies include working out, watching sports, volunteering in his community, and enjoying time with his wife, two daughters, and two grandchildren! Additionally, he and his wife Tina founded and manage a nonprofit organization called “Helping Hands – Midwest” to repair homes for families in need.