Fiduciary Care for Individuals and Business Owners

"Wealth Preservation and Financial Security"

We are Burkhart Investment Group, an independent financial planning practice advising both corporate and individual retirement programs as a fiduciary. Based in Morgan Hill, California, we serve clients throughout California and the US.

As an independent ERISA 3(38) fiduciary advisor, founder Bryan Burkhart is committed to acting in the best interest of each client or participant and partners with other fiduciary service advisors to manage much of the liability of corporate retirement plans. Employers can mitigate their fiduciary risk and spend less time managing the company 401(k) plan.

With a passion for helping to take the mystery out of preparing for tomorrow, Burkhart Investment Group is dedicated to building long-term relationships with clients and helping them find an investment solution that may suit their needs. Contact us today to get started.

About Us

Our company is built on a solid foundation of excellent client service and in-depth market knowledge.

Learn more

Request Information

Fill out our new information request form and we will contact you shortly.

Click Here

Our Location

Learn where we are located.

Learn more

Helpful Content

Understanding Long-Term Care

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

A Brief Guide To Condo Insurance

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Insurance Needs Assessment: When You're Newly Married

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.