We started over 30 years ago with a simple office, minimum office staff, meager equipment and one client. We had a passion to clearly understand the financial concerns, long term dreams, and the financial resources our clients have. This passion led us to establish foundational commitments built upon our commitment to honor God and serve His people. We are humbled that our clients have entrusted to stand on this foundation and care over $200m in assets. More that that we're thankful these promises help them find peace they need in the complicated world of finance.
We've made a strong commitment to do things different at Burgdorf. We've aligned ourselves with a parent company that supports and applauds the independence we've made a foundational pillar of our firm. After carefully surveying our peers, it's clear that many of the financial advisors are not giving independent, unbiased, and comprehensive advice. Too many firms look at their bottom line first. There are many financial incentives for advisors to recommend products or services that don't necessarily align to client's best interest.
We firmly believe that our clients' "financial wealth deserves a comprehensive strategy." We believe that many investment managers fish from the same pond so what clearly distinguishes whether a client is successful in reaching their financial goals is based on a personalized and comprehensive wealth management strategy. That's why we take the time necessary to understand all we can about out clients' goals and timelines. You'll never get a cookie-cutter strategy from Burgdorf Wealth Managers.
We have made it a financial priority to have enough administrative support. This way clients at all asset levels feel like they are our top concern and receive Platinum-level service. Many firms tend to allocate their services first and foremost to their clients that provide the most revenue to their firms. We do not believe that this is Biblically based.
We allocate a significant portion of our budget to ensure our clients have access to world-class money managers, top-end financial planning tools, and cutting-edge asset-visibility and management tools. With Burgdorf you can feel confident in knowing you're given the most robust, user-friendly resources the industry has to offer.
We provide a wide range of services to suit pre-retirement and retirement concerns alike. Our plans are fully personalized for your unique goals and timelines. See what we can do for you.
Live simply. Work diligently. Give generously. That describes our approach as a faith-based firm. If you share similar values, Burgdorf may be a good fit for you.
We've assembled a diverse team that offers multiple perspectives and years of experience in the industry. We're united on your behalf and driven to serve every client to the highest standards.
We know financial planning makes people feel vulnerable and uncertain. Clients expect us to be open, honest and to continue the fulfilling work of earning their trust daily.
We treat all clients with dignity and respect. We're committed to answering all calls and delivering attentive, top-shelf services to every client.
We believe we're called to live simply, work diligently, and give generously. This is a unique message in this industry, and we're proud of that.
We simplify the complex world of finance for clients who would rather spend time and energy engaging with family, friends, and charitable pursuits.
The initial appointment is complimentary. After meeting with Mark, he and his team will have a good idea of what the next steps should be and will formulate a plan of action with your input.
If a comprehensive plan is warranted, our normal hourly fee is $200.00 but is capped at $1500.00 for the initial plan. The plan will have very clear action steps to follow that may involve areas of: budgeting and cash flow management, tax planning, estate planning, retirement planning/projections, insurance analysis, investment recommendations, and college savings plans.
If investment services are necessary, Mark will disclose any additional costs at that time.
Cetera Advisors is part of the family of independently managed firms of Cetera Financial Group (Cetera). For the past 30 years, Cetera's family of companies has grown to manage over $110 billion in client assets, delivering advisory products and solutions and sophisticated trading and technology platforms to us and other advisors across all 50 states. You can be confident that their tools, technology and support help make us more effective in our relationship with you.
While a broker-dealer helps supervise and facilitate the trading that converts your cash into invested assets, those assets are actually held by a custodian. Cetera Advisors works with two custodians. Pershing LLC custodies brokerage accounts, including the brokerage accounts within IRAs.Pershing is a subsidiary of the Bank of New York Mellon Corporation, which is the nation's oldest continuously operating bank and one of the world's leading providers of securities services. Both Pershing and Cetera Investment Services have to meet certain net capital requirements and are subject to regular audits, both internally and by independent firms, to ensure the appropriate handling, segregation and protection of investors' assets.