Bland Burkhardt (BS, CFP®, CPA/PFS, MBA)

Bland Burkhardt focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

We offer FEE ONLY RETIREMENT FINANCIAL PLANNING following a fiduciary standard of care.  Our services include, but are not limited to, the following:

  • Help clients identify goals, organize their financial life, and make sound financial decisions.
  • Design, implement, and monitor investment portfolios with an emphasis on asset allocation, global diversification, expense reduction and tax efficiency.
  • Help clients determine when they can retire.
  • Help clients maximize social security benefits.
  • Help clients determine an optimal retirement income withdrawal strategy.
  • Utilize portfolio simulation models to aid in retirement planning.
  • Review estate planning documents to determine tax efficient wealth transfer opportunities. 
  • Review the titling of assets and the beneficiary designations.
  • Review all insurance policies and make recommendations on the amount and type of coverage that is necessary.
  • Keep our clients finances organinzed going forward.




Additional Information

Goepper Burkhardt, LLC was established in January of 2003 to offer independent, fee-only portfolio management and retirement financial planning. We take the time to get to know our clients, help them identify their goals, and then work with them to develop a plan that will guide them towards financial success. We follow the fiduciary standard of care.

NAPFA Start Date

April 27, 2015


This Office

531 S Main St Ste 303 Greenville, SC 29601-2500 Phone: (864) 370-3244 Fax: (864) 239-0760