Steve Burkholder, CFP®, is a Financial Planner focused on helping individuals and groups through financial and charitable giving services. With expertise in investment management and charitable giving strategies, Steve partners with clients to develop solutions that support their goals and create meaningful community impact.
He offers two primary areas of service: comprehensive, fee‑based financial planning and values‑aligned investment management. Steve works with clients to build plans that reflect what matters most to them and to structure their investment, retirement, and charitable accounts in ways that advance both their financial and philanthropic aspirations.
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 Family Life Resource Center, and he’s an active member of Eastside Church.
He and his wife, Olivia, have three children. Steve enjoys running, learning new board games, traveling and golfing.
