Goepper Burkhardt LLC
Goepper Burkhardt LLC is a Greenville, South Carolina–based fee-only Registered Investment Adviser founded in 2003, specializing in retirement wealth management, financial planning, and investment management for high-net-worth individuals and families. The firm’s core services include portfolio management, retirement planning, tax planning, and intergenerational family wealth transfer, serving primarily retirees and pre-retirees. They employ a small team of credentialed professionals (CFP, CPA, CFA, PFS), operate as fiduciaries, and manage client accounts with a tailored approach. Goepper Burkhardt currently manages over $325 million in assets for a select client base.
Investment Strategy
Goepper Burkhardt LLC utilizes a strategic asset allocation approach combined with fundamental analysis to construct client portfolios, using research from providers such as Morningstar and Dimensional Fund Advisors. The firm emphasizes broad diversification across global asset classes and tailors investment strategies individually according to each client's time horizon, risk tolerance, and investment objectives. Implementation may involve an active or passive strategy depending on the client’s goals. Their process seeks tax efficiency and low-cost investment vehicles and includes systematic rebalancing to manage risk and maintain portfolio alignment. The firm prioritizes transparency, puts client interests first, and does not receive commissions or performance-based fees.
Top Holdings
Equity Positions (97)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHG | SCHWAB STRATEGIC TR | 14.28% | $38.8M | 1,327,110 | $17.46 | $29.21 | +$7.3M |
S SCHB | SCHWAB STRATEGIC TR | 9.51% | $25.8M | 1,083,704 | $15.49 | $23.83 | +$2.9M |
V VIG | VANGUARD SPECIALIZED FUNDS | 8.18% | $22.2M | 108,447 | $145.78 | $204.67 | +$1.5M |
S SCHV | SCHWAB STRATEGIC TR | 4.74% | $12.9M | 464,973 | $20.48 | $27.67 | +$553.1K |
S SCHD | SCHWAB STRATEGIC TR | 4.46% | $12.1M | 457,150 | $24.76 | $26.50 | +$272.3K |