Burdick Wealth Management, LLC

Burdick Wealth Management is a fee-only, state-registered independent adviser that provides discretionary portfolio management and financial planning services primarily for individual clients. The firm also accepts business entities, trusts, retirement accounts and a limited number of institutional or corporate clients, managing roughly $34 million across about 20 client relationships.

The firm emphasizes individualized, long-term investing (generally five years or more) and uses a mix of fundamental and technical analysis to select stocks, bonds, ETFs and mutual funds; most assets are managed on a discretionary basis. For risk-appropriate accounts, BWM may employ covered options and the purchase of puts and calls, and it may invest in commodity-based ETFs or other derivative products when suitable.

Compared with many solo independent advisers, BWM’s practice is notable for occasionally using borrowing (leverage) and derivatives within separately managed accounts — approaches the brochure identifies as used only for certain clients and otherwise uncommon among peers. The firm operates as a small, single-advisor practice, routes custody and trade execution through an institutional platform (Altruist), and maintains written policies such as a Code of Ethics and privacy protections while not offering proprietary funds or performance-based fee arrangements.