Burkart Financial Group, Inc.

Burkart Financial Group provides ongoing portfolio management and financial planning to individuals, high‑net‑worth clients, and pension or profit‑sharing plans. Its services include tailored investment policy statements, asset allocation and selection across mutual funds, ETFs, equities, fixed income and annuities, and referrals to third‑party investment advisers.

The firm combines fundamental, quantitative and modern portfolio theory in its process, generally favoring passive investing across broad asset classes and a long‑term trading horizon while documenting client risk tolerance in each Investment Policy Statement. Accounts are reviewed at least quarterly with custodial reports provided to clients, and the firm generally manages client relationships on a non‑discretionary basis with financial plans typically delivered as one‑time engagements unless further work is requested.

Distinctive operational features disclosed in the brochure include the principal’s licensed insurance and accounting activities, which involve offering commissionable insurance products that may present potential conflicts of interest, and the firm’s practice of directing clients to a specific third‑party manager (Loring Ward) for portions of asset management. The firm also uses Schwab Institutional services, reports managing roughly $62.9 million across about 56 client relationships, and does not participate in wrap fee or performance‑based fee programs.