A complete list of active advisors currently associated with Burdick Wealth Management, LLC

Warmer can help you find a great advisor at Burdick Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Burdick Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.