Bland Burkhardt
CFP®, CPA/PFS, RMA®
Goepper Burkhardt Retirement Wealth Management
Financial Advisor
Bland Burkhardt
CFP®, CPA/PFS, RMA®
Goepper Burkhardt Retirement Wealth Management
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Bland Burkhardt, CFP®, CPA/PFS, RMA®
Fee-Only Retirement Wealth Management serving the Greenville, SC area.
Bland Burkhardt is a Greenville, SC fee-only financial planner. Goepper Burkhardt Retirement Wealth Management provides comprehensive and objective financial planning to help retirees and pre-retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Bland Burkhardt is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Bland Burkhardt is a Partner and Wealth Advisor at Goepper Burkhardt. Bland’s financial career began in 1990 and he specializes in creating wealth management solutions for those who are preparing for or who have reached their retirement years. He helps clients develop sound retirement plans and guides them towards success. 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’s certifications include Certified Financial Planner™ (CFP™) and Retirement Management Advisors℠ (RMA℠). Bland is also licensed as a Certified Public Accountant (CPA) in South Carolina and is accredited as a Personal Financial Specialist (PFS) by the American Institute of CPAs (AICPA). 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 two daughters.
Bland Burkhardt is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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.
Our Mission
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
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
Working Together
- In-Office Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Bland Burkhardt is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Bland Burkhardt is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Bland Burkhardt is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Bland Burkhardt is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Bland Burkhardt is a Personal Financial Specialist (PFS)The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
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Bland Burkhardt is a Retirement Management Advisor® (RMA®)The RMA designation is an advanced certification for financial professionals that provides them with knowledge to build custom retirement income plans for their clients to better mitigate risk and ensure better outcomes. RMA professionals to take a holistic approach to your retirement needs and look beyond managing investments or retirement products and take a multidisciplinary approach to develop a complete framework for your retirement plan.
Contact Bland Burkhardt
Office Locations:
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531 S Main St
Suite 303
Greenville, SC
