Please read our bios to learn more about us.
At Burkart Financial Group we offer a unique approach to investing for individuals committed to planning their financial future, families and small businesses. We have a proud history of providing personalized, independent financial advice and guidance to our clients.
Kevin is a trusted and highly sought-after Wealth Advisor who brings a diverse level of experience and expertise to help clients plan, prepare and achieve all their financial planning needs.
While Kevin works with a wide variety of successful families, individuals and businesses, he particularly enjoys helping physicians who are approaching retirement or are in their retirement years.
Kevin has been a licensed CPA for over 28 years. He began his career at Ernst & Young and has a Master's Degree in Accountancy with a Major in Taxation. He is a Certified Financial Planner™ (CFP®) and is licensed in Life, Health, and Property & Casualty Insurance.
Kevin has been quoted and published in a variety of publications, including Medical Economics Magazine, and M.D. News Magazine.
Kevin enjoys fitness, cycling, traveling, cooking and spending time with his family. He is also an avid outdoorsman and hunter.
With the many demands on your time and the complexities of the financial decisions you face, the comprehensive wealth advisory approach we provide can help make a real difference, both for your family and your business.
We understand that your investment portfolio is only one aspect of your whole financial picture, which is why we work with a team of experts, including your CPA and Estate Attorney, to determine the most beneficial course of action and strategy for all of your wealth needs. And if you don’t have a CPA or Estate Attorney, we can help you find the right one, based on your specific goals.
We also work with Third-Party Administrators, Custodians, Record Keepers and other professionals in order to help meet all of your retirement plan needs.
It is our goal that by having a team of experts working closely together, we maximize the effectiveness of your plan to help ensure that it stays in sync, with every item properly addressed.
In order to help you maximize your potential for success in all areas of your financial life, we focus on these important areas:
This process can be key to creating and maintaining your financial comfort. It can include:
Proper estate planning is the most effective way to help ensure that you are able to provide for the financial health and well-being of your family. It also can reduce or prevent much of the stress that so often occurs when heirs attempt to sort out a family member’s estate.
We help you fulfill any philanthropic goals you might have and maximize the effectiveness of your charitable legacy.
We work to ensure that your wealth is protected against catastrophic losses, an extended illness or disability and identity fraud. Business owners might also want to consider strategies to protect their wealth and the value of their businesses.
We also offer a comprehensive range of retirement plan solutions, from 401(k) plans to profit sharing plans, defined benefit plans and many other qualified plan types, we provide the options you need and the guidance to deserve. This means we can help you plan for — and enjoy — a more secure retirement, both personally and professionally.