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Goepper Burkhardt

Tel: 864-370-3244
531 South Main Street
Suite 303
Greenville, SC 29601
Goepper Burkhardt | Financial Advisor in Greenville ,SC

What Will You Retire To?


About Goepper Burkhardt

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.

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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:   Tax Advice and Services, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Investment Advice & Management, Financial Planning for Individuals

Services

Investment Types:   Bonds, Stocks, Mutual Funds, Exchange Traded Funds (ETFs)
Can meet clients in the following ways:   Via Phone, Our Office, Our Offices, Video Conference, Via Email

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

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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.

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Compliance

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


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM
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