Professional Guidance, Personal Service

Moore and Burkhardt Wealth Management. is a wealth advisory firm that helps business owners and individuals build and manage their wealth. We offer comprehensive wealth management services, including financial planning, retirement planning, investment management, and Income Tax Preparation.

John Moore, EA and Charlene Burkhardt, EA started Moore and Burkhardt Wealth Management with the belief that companies are reflections of the character and abilities of their leaders. Honesty and integrity are the founding principles of the firm and the basis for the financial advice they provide. As we have grown, this fiduciary approach continues to guide all of the advisors at Moore and  Burkhardt Financial Group.

At the heart of our Financial Planning process is the recognition that everyone has a unique definition of success. We make a commitment to develop a relationship with each client and we show we appreciate his or her personal situation and financial goals by tailoring our wealth management advice to fit those. While our approach is disciplined and employs advanced financial tools and strategies, our success largely depends on a client/advisor relationship based on integrity and honesty. Our clients' success is our success