Broker Check

President of Burkhart Investment Group, Inc.

(888) 620-9858 x101
[email protected]

Burkhart Investment Group is an independent, privately-owned, fee-only investment advisory firm. Burkhart Investment Group is dedicated to helping individuals, retirement plan sponsors, business owners, as well as foundations/endowments build investment portfolios to meet their investment objectives.

Because of our experience and asset size we have been able to establish institutional relationships with the world’s largest investment management firms. We are able to implement investment strategies using many of the largest institutional money managers not always available to the private sector. Our investment affiliations include American Funds, Dimensional Fund Advisors, Dodge & Cox, Fidelity Investments, PIMCO, Russell Investment Company and Vanguard, to name but a few.

Clients’ investment portfolios are designed using our extensive research and investment technologies. Burkhart Investment Group uses various proprietary investment selection processes to screen and evaluate suitable investment options. Portfolios are then constructed using sophisticated software that allows plotting of risk-adjusted performance for various investment strategies along the "Efficient Frontier."

As an independent investment advisor, the above investment processes allow Burkhart Investment Group to both identify the most appropriate investment strategy and focus on helping clients meet their financial goals. 

Envestnet/Portfolio Management Consultants (PMC) 

 “Envestnet, Inc. is a leading independent provider of technology-enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid-sized financial advisory firms and larger financial institutions. Envestnet’s technology is focused on addressing financial advisors front-, middle- and back-office needs. Envestnet is headquartered in Chicago. For more information on Envestnet, Inc. please go to www.envestnet.com.”

Global Retirement Partners

“Global Retirement Partners is committed to driving the retirement plan industry forward, providing specialized resources for retirement advisors, and helping to educate plan participants on their options and making informed decisions for their futures. Global Retirement Partners is bringing together experienced retirement plan advisors from across the country to help plan sponsors manage their obligations and provide exceptional benefits while helping individual investors work toward their dreams. GRP’s goal is to service both plan sponsors and individual investors with honest, professional, and informed advice.

Global Retirement Partners provides retirement plan consulting rooted in unbiased advice, a deep understanding of current regulatory environment, and a thorough understanding of each plan sponsor’s and participant’s needs. Global Retirement Partners employs comprehensive retirement planning technology and analytics to address client needs. A day in and day out commitment to plan sponsors, retirement planning, advisors, plan participants, and innovation drives Global Retirement Partners.”

LPL Financial

“As the nation’s largest independent broker-dealer*, a top RIA custodian, and a leading independent consultant to retirement plans, LPL is an enabling partner to more than 14,000 financial advisors and approximately 700 financial institutions. We believe that objective financial guidance is a fundamental need for everyone. Through our proprietary technology and a suite of customized services, we enable our customers to focus on creating the personal, long-term client relationships that are the foundation for turning life’s aspirations into financial realities.

* As reported by Financial Planning magazine, June 1996-2015, based on total revenue.”