Who We Are
We understand that individuals and business owners may not fully understand the complexities of planning for retirement. We are committed to helping clients overcome this issue. Financial advisor Bryan Burkhart helps small business owners manage the process of selecting and implementing 401(k) packages. As an ERISA 3(38) fiduciary advisor and by partnering with other fiduciary service advisors, Bryan can manage much of the liability and, in return, mitigate the employer’s risk.
When working with our individual clients, we act as a resource of guidance in regards to both their financial and personal needs. We want our clients to know that they can call us with any concern, both big and small, and we will do our best to assist them.
As an independent firm, Burkhart Investment Group has no conflicts of interest or quotas to meet. Instead, we work with the client’s needs in mind and seek investments that are appropriate for the client and their business. We put our client’s needs at the forefront of our practice and don’t take our fiduciary responsibility lightly.