Gretchen Burkhart is a financial advisor with Burkhart Wealth & Retirement of Raymond James. While focusing her business on her clients’ individual financial objectives, Gretchen believes the most successful wealth management strategies look at the big picture. It is this comprehensive, strategy-focused approach, delivered with constant personal attention and a commitment to her clients’ best interests, that sets Gretchen apart.
Gretchen is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, she is able to gain a comprehensive understanding of your needs and goals. Gretchen works hard to enhance and preserve your investments, while assisting you with your goals through long-term financial strategies, portfolio management, retirement and pre-retirement planning, 401(k)s and more.
A native of Sullivan, Indiana, Gretchen graduated from Indiana State University with a bachelor’s degree in finance. Prior to joining Burkhart Wealth & Retirement, she was a financial advisor for Edward Jones since 2021. She is a member of the Sullivan County Community Foundation board. When not working, Gretchen enjoys playing tennis, golfing and snow skiing with friends and family.
There is no assurance any investment strategy will be successful. Investing involves risk including the possible loss of capital.
Raymond James is not affiliated with the above organizations and/or charitable causes.
