Goepper Burkhardt LLC

Goepper Burkhardt LLC is a financial planner in Greenville, SC. The firm specializes in retirement planning and wealth management, primarily serving retirees and pre-retirees. Established in January 2003, the company operates as an independent, fee-only SEC Registered Investment Adviser, meaning its advisors are fiduciaries legally required to place client interests above their own. The firm does not sell financial products or earn commissions, relying solely on the fees paid by clients for advice. Its approach is process-driven and thorough, integrating three key disciplines: investment planning, income and spending planning, and estate and legacy planning. This comprehensive strategy also covers tax minimization, risk management, and late-life care planning.

The team consists of credentialed and experienced advisors who guide clients through a data discovery and organization meeting before a formal relationship begins. This initial phase allows the firm to review current portfolios and compare retirement income sources against lifestyle and legacy goals. Bland Burkhardt, a Partner and Wealth Advisor, holds credentials as a CPA, PFS, and CFP, and previously served as Chief Financial Officer at Trust Company of the South and The Delta Group. Robby Flink, also a Partner and Wealth Advisor, is a CFP who began his career in 2007 and has worked with Highland Capital Management and Stadion Money Management. Other team members include Verena Sanders, Operations Manager, and Beverly Hentges, Client Service Manager. The firm’s founder, Dant Goepper, passed away in 2022, and Greg Goff serves as a Wealth Advisor.

The office is located at 531 S Main St #303 in Greenville. The firm’s standing is defined by its strict adherence to the fiduciary standard of care and its exclusive focus on retirement financial success. By maintaining independence from corporate shareholders and avoiding product sales, Goepper Burkhardt ensures that its advice is tailored strictly to the needs of the individual client rather than the interests of a parent organization.

Goepper Burkhardt LLC provides specialized retirement planning and wealth management services in Greenville, SC, focusing on the integrated financial needs of retirees and those approaching retirement.

Services:

• Estate & Legacy Plan
• Fee-Only Wealth Management
• Investment Plan
• Retirement Financial Success Consulting
• Retirement Income & Spending Plan