Goepper Burkhardt Retirement Wealth Management
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 clients 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 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.
Bland Burkhardt is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s 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.
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.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- Retirees and Near Retirees
- In-Office Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Bland Burkhardt is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Bland Burkhardt is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
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.
Bland Burkhardt is a Certified Public Accountant (Learn More)
A Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.
Contact Bland Burkhardt
531 S Main St