Burkholder & Associates
Financial Services, 5410 Edson Ln, Chevy Chase, Maryland, 20852, United States, 1-10 Employees
Phone Number: +13*********
Who is BURKHOLDER & ASSOCIATES
We focus on understanding our clients' objectives and values to get a holistic view of their situation. We then apply established financial theory and common-sense strategies to create a ...
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Headquarters: 5410 Edson Ln, Chevy Chase, Maryland, 20852, United States
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Date Founded: 2004
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Employees: 1-10
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Revenue: Under $1 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
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Frequently Asked Questions Regarding Burkholder & Associates
Answer: Burkholder & Associates's headquarters are located at 5410 Edson Ln, Chevy Chase, Maryland, 20852, United States
Answer: Burkholder & Associates's phone number is +13*********
Answer: Burkholder & Associates's official website is https://burkholderassociates.com
Answer: Burkholder & Associates's revenue is Under $1 Million
Answer: Burkholder & Associates's SIC: 6282
Answer: Burkholder & Associates has 1-10 employees
Answer: Burkholder & Associates is in Financial Services
Answer: Burkholder & Associates contact info: Phone number: +13********* Website: https://burkholderassociates.com
Answer: We focus on understanding our clients' objectives and values to get a holistic view of their situation. We then apply established financial theory and common-sense strategies to create a customized financial plan tailored to their specific needs. This construct spans all of the financial aspects of life, and we focus on those that are most important to each client: - Business owner planning - Cash flow planning - Investment planning - Estate planning - Risk management - Tax reduction strategies Once we've formed the foundation of each client's financial plan, we coordinate with their other advisors to gather a cross disciplinary perspective and ensure that each component is coordinated and integrated. Lifes path rarely forms a straight line, so our solutions are crafted to be flexible. We meet with clients regularly to discuss, review and revise their plan, to ensure that it remains relevant and appropriate, evolving with their changing needs.
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