BURKART & STEVENS WEALTH MANAGEMENT

Overview

Burkart & Stevens Wealth Management is a small, independent advisory practice organized as a sole proprietorship that focuses on individual and family clients, including small business owners. The firm provides comprehensive financial planning and portfolio management on a primarily non-discretionary basis, meaning clients typically retain authority to approve trades and allocation changes. Advisory fees are charged via a mix of percentage-of-AUM, hourly charges and fixed fees. The firm is also affiliated with accounting services, which suggests financial planning and tax-aware investment decisions are central to its client work. Investment activity centers on pooled public funds, with an emphasis on mutual funds and similar public fund vehicles. The firm does not identify as an active ESG investor and is not structured as a multi-state or capital-allocating adviser, so manager selection appears focused on delivering broadly diversified, easily implementable portfolios rather than direct private-market commitment or in-house alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices