Broker Check

Our ‘Wealth Dashboard*’ system is having issues with the integration of data from our Albridge data-reporting site and has since not been updating automatically on a daily basis.  The Technical Support Team at the website is investigating the issue and its developers are actively working to make the necessary changes and have contacted Albridge for assistance to correct this issue. We will continue to monitor this situation and notify our clients when this issue is resolved. Thank you for your patience. 

Burgdorf & Associates Team 

Schedule A Meeting

Learn more

Find Your Riskalyze Number

Learn more

Create Your Asset Map

Learn more

Contact Us

Learn more
<strong>A Simplified Approach</strong>

A Simplified Approach

At Burgdorf, we simplify the complex world of finance for our clients. Many of them would rather be spending time with family, friends, or engaging with their communities and don’t have time to actively manage their long-term plans. They need a partner who will tell them the truth and who shares their values to live simply, work diligently, and give generously.

<strong>Thriving In Retirement</strong>

Thriving In Retirement

Retirement is all about protecting your nest egg through supplemental income and budgeting. Supplemental income includes qualified retirement plans, social security, personal savings, and investments. But how do you know if all of it is enough? That's our specialty. Our planning tools and experience help to clarify this question to give you confidence to live the joyous and generous retirement life you've worked for.

Explore a Wide Range of Services for Your Needs

Our services are designed to get you where you're going so you can spend more time with your family, friends, and community, and less time wading through financials. 

Wealth Management

Wealth Management is all about preserving and growing your wealth to make sure you are on track with your future goals.

Financial Planning

Considerations for everything including college and other life events, income planning, estate planning, and cash flow analysis.

Retirement Income Planning

Retirement Income strategies are our specialty at Burgdorf Wealth Managers. It's where you transition from saving and building your nest egg to withdrawing on it to maintain your lifestyle.

Insurance and Asset Protection

Assembling a plan to help protect you and your love ones from the negative impacts unforeseen circumstances could have.

Educational Planning

Whether it's college investment plans including 529s or custodian account plans you're in good hands with our education planning services.

Estate Planning

Estate planning clients can expect a comprehensive approach that considers all the tools: wills, trusts, and advanced directives.

Meet Our Great Team

Meet Our Great Team

We started over 30 years ago with a simple office, minimum office staff, meager equipment and one client. We still have a passion to clearly understand you financial concerns, long term dreams, and help clients reach their goals.

Visualize the Possibilities

See your full financial picture and make better decisions about what matters. Asset-Map is a tool that allows us to visualize your complete financial inventory and track progress on financial goals on one page. With intuitive mind map-like diagramming, you can see and understand your finances like never before and as a result, make better decisions about your financial future. 

Want to know your Risk Number? 

A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It’s fast, free, and displays your number instantly. To get your Risk Number contact our office.