# Burkholder & Associates, LLC
Source: https://planprovider.pro/provider/burkholder-and-associates-llc

> Built around LGBTQ planning and tax-aware strategy work, Burkholder & Associates, LLC is a Registered Investment Advisor that helps individuals and busin…

Retirement Plan Advisor

Chevy Chase, MD

## About Burkholder & Associates, LLC

<p>Built around LGBTQ planning and tax-aware strategy work, Burkholder &amp; Associates, LLC is a Registered Investment Advisor that helps individuals and business owners connect personal finances with business decisions.</p>

<p>Founded in 2013, the firm is headquartered in Chevy Chase in the Washington, DC metro area and has an additional office in Harrisonburg in Virginia’s Shenandoah Valley. Burkholder &amp; Associates also lists an office in Conshohocken, PA. As of 2026, the firm reports $0.2B in AUM.</p>

<p>Clients come to the team for financial planning and wealth management, including investment planning, legacy and estate planning, and risk management. The firm also provides 3(21) support for retirement plan sponsors as part of its work with <a href="/retirement-plans">retirement plan providers</a>.</p>

<p>Burkholder &amp; Associates’ differentiator is its focus on integrating business objectives with personal planning, paired with a stated emphasis on data security and privacy. The team includes CFP&reg; professionals.</p>

<ul>
<li>Registered Investment Advisor (RIA)</li>
<li>3(21) retirement plan services</li>
<li>Investment planning and portfolio guidance</li>
<li>Legacy and estate planning support</li>
<li>Tax reduction strategy and risk management</li>
</ul>

Website: [https://www.burkholderassociates.com/about](https://www.burkholderassociates.com/about)

Founded: 2013

## Office Locations

- Harrisonburg, VA

- Chevy Chase, MD (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $186.5M

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