About Goepper Burkhardt LLC
<p>Founded in 2003, Goepper Burkhardt LLC is a fee-only Registered Investment Adviser based in Greenville in the Upstate South Carolina region. The firm works with individuals and families, with a focus on pre-retirees and retirees.</p> <p>Goepper Burkhardt provides retirement planning and wealth management built around investment planning, retirement income and spending planning, and estate and legacy planning. As a fiduciary RIA, the firm is required to put clients’ interests first, and it does not sell financial products or earn commissions.</p> <p>For employer plans, Goepper Burkhardt offers <a href="/retirement-plans">retirement plan providers</a> services as a 3(21) fiduciary, giving investment advice to plan sponsors while the sponsor retains decision-making authority. The firm’s work is process-driven and independent, with planning that can include tax minimization and risk management.</p> <p>Goepper Burkhardt operates from a single Greenville office and reported $0.3B in AUM (2026). One differentiator is its fee-only model paired with a team that includes CFP®, CPA, and PFS™ credentials.</p> <ul> <li>Fee-only, fiduciary Registered Investment Adviser (RIA)</li> <li>3(21) fiduciary investment advice for retirement plans</li> <li>Investment planning and portfolio guidance</li> <li>Retirement income and spending planning</li> <li>Estate and legacy planning</li> </ul>
Website: https://retireto.com/
Founded: 2003
Office Locations
- Greenville, SC (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $325.7M