Goepper Burkhardt LLC was established in January of 2003 in Greenville, S.C. Our mission is to provide fee-only financial planning and investment management based on a fiduciary standard of care. We primarily serve retirees and pre-retirees. Our service is provided by a team of credentialed and experienced advisors.
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.
Bland Burkhardt
CFP®
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
CFP®
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 Moree
FPQP
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.
General Information |
| Firm Start Year: | 2003 | |
| No. of Employees: | 2-4 | |
| Name of Custodial Firm: | Charles Schwab Institutional |
| Number of Years with Current Firm: | 19 |
| Work Experience: | 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. |
| Work with the following types of clients: | Individual Investors |
| Advisory Services Provided: | Investment Advice & Management, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Tax Advice and Services, Financial Planning for Individuals |
Services |
| Investment Types: | Mutual Funds, Exchange Traded Funds (ETFs), Stocks, Bonds |
| Can meet clients in the following ways: | Our Offices, Our Office, Video Conference, Email, Phone |
Firm Information |
| Firm's Number of Clients: | 120 |
| Firm's Number of Planning Clients: | 120 |
| Firm's Number of Managed Clients: | 120 |
| Assets Managed by Firm: | $240,000,000 |
| Advisor's Number of Clients: | 120 |
| Advisor's Number of Managed Clients: | 120 |
| Advisor's Number of Planning Clients: | 120 |
| Assets Managed by Advisor: | $240,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Compensation Methods: | Based on Assets |
| Fee % Based on Assets: | .95% |
| Minimum Fee Charged for Managed Accounts: | $750/month |
Education |
| Bachelor of Science - Business | Wake Forest University
- Winston-Salem, NC 08/15/1985-05/12/1989 |
| Master of Business Administration - Business | Wake Forest University
- Winston-Salem, NC 08/15/1991-05/10/1993 |
FAQs |
What are your qualifications? What is your education background?My certifications include Certified Financial Planner" (CFP®) and Retirement Management Advisors (RMA). I am also licensed as a Certified Public Accountant (CPA) in South Carolina and accredited as a Personal Financial Specialist (PFS) by the American Institute of CPAs (AICPA). I attended Wake Forest University where I earned both a Bachelor of Science from The School of Business and Accountancy and a Master of Business Administration from the Babcock Graduate School of Management. |
How are you compensated? How will I pay for your services?We Are Fee-Only. We don't sell financial products nor do we earn commissions. The only thing we earn are the fees our clients pay us for giving them financial advice. |
If you are going to manage my account, will you obtain my permission every time you buy or sell something?No. We manage the accounts on a discretionary basis according to an investment policy statement and meet with you quarterly to make sure everything is on track. |
How many clients do you currently manage?Approximately 120. |
Will you be the only person working with me?You will work with the entire Goepper Burkhardt team. |
Disclosures |
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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. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
| Mon. | 9:00 AM - 5:00 PM |
| Tue. | 9:00 AM - 5:00 PM |
| Wed. | 9:00 AM - 5:00 PM |
| Thu. | 9:00 AM - 5:00 PM |
| Fri. | 9:00 AM - 5:00 PM |
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