Dakota
Dakota
Book a Demo
Talk to an Expert

Burkett Financial Services, Llc

EST. AUM
$572,592,627

CONTACTS
2

CLIENT ACCOUNTS
1,525

Firm Details

Metro area Charlotte
CRD Number 140168
Website burkettfs.com
Client types

Overview

Burkett Financial Services, LLC, headquartered in South Carolina, is a comprehensive financial planning firm and RIA established in 2000. Building on a foundation laid by Burkett, Burkett & Burkett CPAs, founded in 1976, the firm offers a wide range of services, including investment management, income tax planning, estate planning, insurance analysis, retirement planning, and education funding strategies. Their investment approach is grounded in Modern Portfolio Theory, emphasizing diversified asset allocation across equity and fixed-income markets to manage risk and align with clients' financial goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy