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Nicholas E. Burkholder, CFP®, CBEC®

Nicholas E. Burkholder, CFP®, CBEC®

Owner

Nicholas E. Burkholder, CFP®, CBEC® has wide-ranging experience in the financial planning industry. In his practice, Nick works with business owners and individuals to develop sound financial plans. Nick has multi-disciplinary experience, from business benefits and succession planning to wealth management and estate/asset protection and wealth transfer planning.

Nick’s skills lie in developing thoughtful, tailored solutions to client problems. He takes time to understand each clients’ vision for their future to help focus their financial objectives. Nick also collaborates with clients’ accountants, attorneys and other advisors to help clients achieve consensus and minimize communication gaps. On a personal level, clients value Nick’s authenticity and his commitment to pursuing their best interests.

Nick achieved the CERTIFIED FINANCIAL PLANNER™certification (CFP® certification). He pursued the CFP® certification because it reflects a personal commitment to continually improving advice to clients.

Nick achieved the CERTIFIED BUSINESS EXIT CONSULTANT (CBEC®) designation. Upon observing a client’s struggles exiting their business, Nick was inspired to find a better way for owners to exit on their terms, and pursued the CBEC® designation.

Nick earned a bachelor’s degree from the Robert H. Smith School of Business at the University of Maryland in College Park. Nick holds Series 7 and Series 66 registrations and is currently licensed to sell securities in the states of CA, MA, CO, DC, DE, FL, GA, MD, MO, NJ, NY, PA, RI, VA, LA and TX.