Our Firm
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

Welcome to our Web site

Here you will find a collection of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind  comprehensive financial planning. This includes, insurance planning, college planning, retirement planning, and  estate planning. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

In today's economy, you need more than an asset manager – you need comprehensive financial planning and wealth management advice to handle all aspects of your financial life, from your investment portfolio and your retirement plan to the right insurance and estate plan. And you need everything handled by Professionals who deliver personalized plans created just for you.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance