The Burkholder Team has the unique ability to bridge the gap between generations as they guide individuals, families and business owners through financial decisions. Michele Burkholder is a seasoned professional who works with individuals and business owners in succession, retirement and estate planning. Her daughter, Ali, joined the Burkholder Team in 2013 after graduating from Penn State University. She works closely with young professionals who are at the growing stages in their careers and personal lives. A public accountant for three years with Deloitte & Touche before joining the Burkholder Team in 2020, Morgan Stewart specializes in retirement, estate and life insurance strategies.
161 Washington St., Eight Tower Bridge, Suite 700, Conshohocken, PA 19428
610.513.2690 • micheleburkholder.com
Registered Representative of, and Securities and Investment Advisory services are offered through Hornor, Townsend & Kent, LLC, (HTK), Registered Investment Advisor, Member FINRA/SIPC, 161 Washington St., Ste. 700, Conshohocken, PA 19428. 610-771-0800. 1847Financial and other listed entities are unaffiliated with HTK. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. 3936452TA_Dec23