How does the advisor help clients – Key Takeaways:
Burdick Wealth Management, LLC assists clients in achieving their financial goals through personalized strategies and expert advice.
- Provides a range of financial services, including investment management, retirement planning, and estate planning
- Offers specialized expertise in tax planning and wealth preservation
- Takes a comprehensive approach, considering all aspects of a client’s financial situation
Facts and Insights:
Burdick Wealth Management, LLC is a leading financial advisory firm that has been providing top-notch services to clients for over 15 years. With a strong focus on building long-term relationships and providing exceptional customer service, they have established themselves as a trusted partner in the financial industry.
The following table provides a snapshot of the firm’s assets under management, number of advisors, and duration of time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15+ years |
Financial Services Offered:
Burdick Wealth Management, LLC provides a wide range of financial services, including but not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Wealth preservation
Client Types:
Burdick Wealth Management, LLC works with a diverse group of clients, including:
- High-net-worth individuals
- Business owners
- Corporate executives
- Families
- Retirees
Fees & Compensation:
As a fee-only advisor, Burdick Wealth Management, LLC is committed to providing transparent and unbiased financial advice. They do not receive any commissions or referral fees, and their fees are based on a percentage of assets under management.
The firm also offers customized fee schedules based on the complexity of a client’s financial situation, ensuring that clients only pay for the services they need.
Background:
Burdick Wealth Management, LLC was founded by John Burdick, a certified financial planner (CFP®) with over 25 years of experience in the financial industry. He is driven by his passion for helping clients achieve their financial goals and has assembled a team of highly qualified advisors to deliver exceptional service and results.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Burdick Wealth Management, LLC is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests. They do not have any disclosures or conflicts of interest that would impact their ability to provide unbiased advice to clients.
Clients can also find information about the firm’s business practices, codes of ethics, and other important disclosures on their website and through the Securities and Exchange Commission’s Investment Adviser Public Disclosure database.