Steve Burkholder, CFP®

Financial Planner

Harrisonburg, VA

P: (540) 437-7422
T: (800) 442-7930
F: (540) 433-1687

Steve Burkholder, Financial Consultant

Steve Burkholder, CFP®, is a Financial Planner focused on helping individuals and groups through financial and charitable giving services.

Steve serves individuals in two distinct areas: the first is comprehensive fee-based financial planning that aligns with your values and gives you confidence in your financial decision making.

The second is investment management. Steve believes it is essential for his values-driven clients to consider how their investment, retirement, and charitable accounts can help them achieve their goals.

Socially responsible investing (SRI) gives clients the option to invest in companies that positively impact the world and communities.

Steve always begins a client relationship with a free consultation, getting to know you and your story to determine which path is most appropriate. He looks forward to navigating this financial journey alongside you.

Steve graduated from Eastern Mennonite University with a degree in mathematics education. He joined Everence in 2019 after spending six years teaching middle and high school math. He volunteers as a board member of Scholars Latino Initiative and is an active member of Eastside Church.

He and his wife, Olivia, have two children. Steve enjoys running, learning a new board game, playing golf, and coaching kid’s sporting activities.

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Disclaimer

Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.

Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Cetera Advisor Networks, Cetera Investment Advisers, or its affiliates.


Steve Burkholder, CFP® is licensed to discuss and/or offer financial services and/or products to residents of PA and VA.

Advisory services and securities may be offered through a third-party registered investment advisor or registered broker-dealer that is not affiliated with Everence Trust Company. Investments and other investment-related and/or securities products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

ACCREDITED BEHAVIORAL FINANCE PROFESSIONALTM and ABFPTM are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

ACCREDITED WEALTH MANAGEMENT ADVISORTM and AWMATM are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

“The CAP® is the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.”