Broker Check

Eight Tower Bridge, Suite 700
161 Washington Street
Conshohocken, PA 19428

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FAQs

Q: How much do you cost?

There is no fee to meet with Michele or Ali for a preliminary discussion. From that point on, all charges are agreed to in advance.

Q: How do you get paid?

  • For insurance products, we get paid a commission.
  • For investments we get paid based upon assets under management
  • While we don’t typically charge for a simple financial plan, we do offer fee based planning for those clients looking for an objective outside opinion.

Q: Why should I work with you?

  • We are ambitious professionals and people like to work with people like themselves
  • Michele focuses on leaders in their own field, and Ali works with emerging leaders.

Q: Why do I need a financial advisor?

The financial industry is constantly changing and there is a lot of information out there, that is not up-to-date or fits your personal situation. We want to be there for you as a reliable resource.

We help you simplify your life by delegating complex financial concepts to competent individuals.

We help you free up mental space, give you time and the freedom to spend time and money on what’s important.

Q: What is your process?

First we meet for a brief phone or in person meeting to see if we are the right fit.  Like on line dating, sometimes it take a few brief conversations to make sure we are a match.  Next, we will sit with you and find out where you are and where you would like to be.  You know, your hopes, your fears, and your dreams.  Finally we will develop a plan and give you some recommendations.  Now you are part of our family and we start implementing your action items based upon your priorities. Like all relationships, plans change and so do priorities, so we will meet with you yearly to keep our good work going.

The best part of our job, is meeting with clients. But we know you have other family members, not just us.  So our new client packet includes preferences. We will meet with you as often as needed. We’ll even join you for Sunday dinner to meet the rest of your (now our) family.

Q: What if I don’t want the full Burkholder experience?

Well, we will try not to be hurt, but sometimes your family is big enough. We are happy to solve individual problems as long as you give us sufficient information to help you make the right decision.

Q: Do you have an asset minimum?

That’s the beauty of having a family practice. We have the resources to help individuals, who want to improve their financial position. Ali loves to work with first career people to help them get started. When it gets more complicated, Michele steps in.  So no, we don’t have a dollar minimum. But yes, the minimum requirement is a desire to understand your choices and make an informed decision.