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Paladin Research Report For:

Goepper Burkhardt

531 South Main Street
Suite 303
Greenville, SC 29601
864-370-3244
Visit Website
www.retireto.com

About Goepper Burkhardt

Goepper Burkhardt LLC was established in January of 2003 in Greenville, S.C. Our mission is to provide fee-only financial planning and investment management based on a fiduciary standard of care. We primarily serve retirees and pre-retirees. Our service is provided by a team of credentialed and experienced advisors.

We help you plan for the retirement you've dreamed of - one that's full of the pursuits that make you happy and, equally important, one that's planned and lived on your own terms. Whether your focus is relaxation or rejuvenation, pursuing new passions or rededicating yourself to old hobbies, traveling the world or staying close to your grandkids, retirement should be fun, joyful and stress-free. Whatever your goals for retirement may be, our financial planning processes are designed to ensure you are guided and cared for every step of the way.

See Disclosures

General Information

Firm Start Year
  • 2003
No. of Employees
  • 2-4

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Bachelor of Science - Business
  • Wake Forest University
    08/15/1985 -05/12/1989
Master of Business Administration - Business
  • Wake Forest University
    08/15/1991 -05/10/1993

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1889983/paladinregistry-Goepper-Burkhardt-detailed-disclosure.html

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