Nicholas Cfp

Q: What is Nicholas Cfp email address?

Email Nicholas Cfp at cbec@burkholderassociates.com. This email is the most updated Nicholas Cfp email found in 2026.

Q: How to contact Nicholas Cfp?

To contact Nicholas Cfp send an email to cbec@burkholderassociates.com. If you want to call Nicholas Cfp try calling on +13012966285. (updated on October 31, 2024)

Principal at Burkholder & Associates, LLC | Silver Spring, Maryland, United States

About Nicholas Cfp

Nicholas Cfp serves as the Principal at Burkholder & Associates, LLC, where he leads a dedicated Private Wealth Management practice in the Washington, DC metro area. With a focus on comprehensive financial planning, Nicholas specializes in helping business owners and individuals navigate the complexities of wealth management. His expertise encompasses a wide array of services, including business exit planning, estate planning, and retirement strategies, ensuring that clients can effectively align their financial goals with their family values.

At Burkholder & Associates, Nicholas employs a dynamic planning process that sets his firm apart in the industry. This process not only facilitates a deep exploration of clients' aspirations but also fosters a collaborative environment where clients feel empowered to make informed financial decisions. By leveraging his extensive knowledge in investments and wealth accumulation, Nicholas guides clients through the intricacies of financial markets, helping them to build and preserve their wealth over time.

Key projects under Nicholas's leadership include tailored retirement planning initiatives that address the unique needs of business owners, as well as comprehensive estate planning strategies that ensure a smooth transition of wealth across generations. His commitment to providing personalized service and strategic insights has earned him a reputation as a trusted advisor in the financial community. With a Series 7 license and a wealth of experience, Nicholas is dedicated to enhancing the financial well-being of his clients, making Burkholder & Associates a premier choice for those seeking expert guidance in wealth management.

Nicholas Cfp Work

Principal at Burkholder & Associates, LLC in September 2004 to Present

Private Wealth Advisor at Lincoln Financial Network in September 2004 to April 2021

Financial Planner at American Express in October 2003 to September 2004

Nicholas Cfp Skills

Wealth Management

Business Exit Planning

Estate Planning

About Nicholas Cfp's Current Company

Burkholder & Associates, LLC

Discover more about Burkholder & Associates, LLC

Frequently Asked Questions about Nicholas Cfp

What is Nicholas Cfp email address?

Email Nicholas Cfp at [email protected]. This email is the most updated Nicholas Cfp email found in 2026.

What is Nicholas Cfp phone number?

Nicholas Cfp phone number is +13012966285.

How to contact Nicholas Cfp?

To contact Nicholas Cfp send an email to [email protected]. If you want to call Nicholas Cfp try calling on +13012966285. (updated on October 31, 2024)

What company does Nicholas Cfp work for?

Nicholas Cfp works for Burkholder & Associates, LLC

What is Nicholas Cfp's role at Burkholder & Associates, LLC?

Nicholas Cfp is Principal

What industry does Nicholas Cfp work in?

Nicholas Cfp works in the Financial Services industry.