Nicholas Cfp serves as the Principal at Burkholder & Associates, LLC, where he leads a dedicated Private Wealth Management practice in the Washington, DC metro area. With a focus on comprehensive financial planning, Nicholas specializes in helping business owners and individuals navigate the complexities of...
Nicholas Cfp serves as the Principal at Burkholder & Associates, LLC, where he leads a dedicated Private Wealth Management practice in the Washington, DC metro area. With a focus on comprehensive financial planning, Nicholas specializes in helping business owners and individuals navigate the complexities of wealth management. His expertise encompasses a wide array of services, including business exit planning, estate planning, and retirement strategies, ensuring that clients can effectively align their financial goals with their family values.
At Burkholder & Associates, Nicholas employs a dynamic planning process that sets his firm apart in the industry. This process not only facilitates a deep exploration of clients' aspirations but also fosters a collaborative environment where clients feel empowered to make informed financial decisions. By leveraging his extensive knowledge in investments and wealth accumulation, Nicholas guides clients through the intricacies of financial markets, helping them to build and preserve their wealth over time.
Key projects under Nicholas's leadership include tailored retirement planning initiatives that address the unique needs of business owners, as well as comprehensive estate planning strategies that ensure a smooth transition of wealth across generations. His commitment to providing personalized service and strategic insights has earned him a reputation as a trusted advisor in the financial community. With a Series 7 license and a wealth of experience, Nicholas is dedicated to enhancing the financial well-being of his clients, making Burkholder & Associates a premier choice for those seeking expert guidance in wealth management.
