Bland Burkhardt| CFP®, CPA/PFS
Goepper Burkhardt Private Wealth Management
- Fee-Only Financial Planning
- Financial Review
- Retirement Planning
- Investment Management
- Estate Planning
- College Education Planning
- 401(k) and IRAs
- Tax Planning
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Bland Burkhardt is a Greenville, SC Fee-Only Financial Planner serving Greenville and all surrounding areas. Goepper Burkhardt Private Wealth Management specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Bland Burkhardt is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Bland worked most recently as the Chief Financial Officer at Trust Company of the South where he managed the financial risk of the organization. He also developed and implemented the financial planning strategies for the Company’s clients. Prior to Trust Company of the South, Bland was Chief Financial Officer for The Delta Group, the country’s largest privately-held healthcare information services company. Prior to The Delta Group, he worked as a consultant at KPMG, a big four accounting firm. At KPMG, Bland helped his clients streamline their operations and develop more profitable business models. Bland is a CPA, Certified Financial Planner™ practitioner and is accredited as a Personal Financial Specialist by the American Institute of CPAs. He attended Wake Forest University where he earned both a Bachelor of Science from The School of Business and Accountancy and a Master of Business Administration from the Babcock Graduate School of Management.
He lives in Greenville, SC with his wife and three daughters.
Goepper Burkhardt, LLC was established in January of 2003 to offer independent, fee-only portfolio management and financial counseling services. Prior to forming Goepper Burkhardt LLC, Dant and Bland were Officers with Trust Company of the South, a South Carolina Trust Bank. The Partnership creates a well-diversified team of experts able to provide a high level of service and expertise.
At Goepper Burkhardt, we believe your portfolio and your specific needs in financial planning are as unique as you are. No two people are the same and neither are their personal and financial goals. At Goepper Burkhardt, we take the time to get to know our clients, help them identify their goals, and then work with them to develop a plan that will guide them towards financial success.
Our three core values permeate every part of the client experience. Transparency is the disclosure of information. It is evident to our clients that we are different. We make sure our clients fully understand how we will help them reach their goals. Integrity is paramount in any relationship. At Goepper Burkhardt, we put our client’s needs first. Objectivity is providing solutions that are unique and appropriate to our clients and their finances.
Customized Investment Management - Design, implement, and monitor portfolios with an emphasis on asset allocation modeling and tax management.
Retirement Planning - Help clients determine when they can retire, maximize their social security benefits, etc.
Cash Flow Planning - Utilize portfolio simulation models to aid in retirement planning.
Estate Planning - Review estate planning documents and determine the capital needed to fund any estate tax liability.
Asset Protection - Review the titling of assets and the beneficiary designations.
Risk Management - Review all insurance policies and make recommendations on the amount and type of coverage that is necessary.
Education Planning - Recommend education savings plans for children or grandchildren.
Tax Planning - Develop tax reduction strategies related to investments, compensation, and cash flow.
Executive Benefit Analysis - Analyze compensation and benefit plans and make recommendations for improvement.
Liquidity Events - Develop income and estate tax strategies to help clients prepare for major liquidity events.
Typical Clients of our Firm
- Pre-retirement post-retirement individuals
- Corporate Executives Professionals
- Business Owners
- Widows, Widowers, Heirs