We help you plan for the retirement you've dreamed of - one that's full of the pursuits that make you happy and, equally important, one that's planned and lived on your own terms. Whether your focus is relaxation or rejuvenation, pursuing new passions or rededicating yourself to old hobbies, traveling the world or staying close to your grandkids, retirement should be fun, joyful and stress-free. Whatever your goals for retirement may be, our financial planning processes are designed to ensure you are guided and cared for every step of the way.
Our Team
Bland Burkhardt is a Partner and Wealth Advisor at Goepper Burkhardt. Bland's financial career began in 1990 and he specializes in creating wealth management solutions for those who are preparing for or who have reached their retirement years. He helps clients develop sound retirement plans and guides them towards success.
Robby Flink is a Wealth Advisor at Goepper Burkhardt. He is passionate about financial planning and working with families to create plans that lead to a secure retirement. Robby started in the financial industry in 2007. He has a diverse background in asset management, and wealth management. Prior to joining Goepper Burkhardt he worked for Highland Capital Management, Stadion Money Management, and later founded Marlin Wealth Advisors. He is a Certified Financial Planner® and a graduate of Southeastern Louisiana University. He completed the Executive Program in Financial Planning at the University of Georgia Terry College of Business.
Dawn is the Operations Manager at Goepper Burkhardt. She oversees daily operations including client relations and management support of staff. Dawn earned a Bachelor degree in Education in 2002 from the University of South Carolina - Upstate and her financial career began in 2003. She earned the Financial Paraplanner Qualified Professional designation from the College for Financial Planning in 2010.
127896
Charles Schwab Institutional
30
19
Bland worked 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.
Individual Investors
Wealth Management, Financial Planning for Individuals, Tax Advice and Services, 401K Rollovers, Investment Advice & Management, Portfolio Management, Retirement Planning
Yes
No
No
Yes
Have a clean record
Have a clean record
CFP®, CPA, PFS™
Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs)
Email, Phone, Our Office, Our Offices, Video Conference
Fee-Only
Based on Assets
.95%
$750/month
120
120
120
$240,000,000
120
120
120
$240,000,000
Yes
What are your qualifications? What is your education background?
How are you compensated? How will I pay for your services?
If you are going to manage my account, will you obtain my permission every time you buy or sell something?
How many clients do you currently manage?
Will you be the only person working with me?
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
