Burkart & Stevens Wealth Management

The firm provides financial planning and portfolio management to individual clients, including some high‑net‑worth households, and reports approximately $7.72 million in non‑discretionary assets across roughly 38 client relationships. In addition to investment advisory services, the firm makes available comprehensive, project, and limited‑scope financial planning and delivers accounting and tax services through an affiliated accountancy corporation; those accounting engagements are described as separate and optional for clients.

The firm generally implements investment programs on a non‑discretionary basis, developing written investment policies, asset‑allocation targets, and individualized portfolios designed around each client’s objectives, risk tolerance, and tax considerations. It may also recommend third‑party managed strategies and has a collaborative arrangement with an independent manager (Asset Dedication) that can exercise discretionary trading authority for accounts managed under that program while the firm remains the primary client contact for planning and reporting.

Distinctive features include the principal’s CPA background and a formal affiliation with an accounting firm, a combination the brochure discloses and notes occupies a substantial portion of the principal’s professional time — a relationship that is less common among independent advisers. The firm’s near‑exclusive non‑discretionary asset base, its practice of implementing trades on an individual (non‑aggregated) basis, and the integration of separate accounting services with advisory work are operational characteristics that may affect how clients receive recommendations and execute transactions.