About Us | Strategic Wealth Group in Iselin, NJ

Guiding Your Wealth Through Retirement and Beyond

With over 30 years of experience, we specialize in retirement investments and estate planning for clients approaching retirement. Our client-focused approach is built on trust, loyalty, and personalized service. As a third-generation firm, we provide experienced guidance to help you protect, grow, and transfer your wealth with confidence.

Joseph T. Burkhard, CFP^®, CLU^®, CHFC^®, AEP^®, LUTCF^®

Owner/President

(732) 623-5537

jburkhard@financialguide.com

Business Resources

Through our relationship with Barnum Financial Group, we have access to the following specialists and resources.

Jeremy Hus, MSFS, CFP^®, ChFC^®, CASL^®, CLU^®, CCPS^®, CEPA

VP, Financial Planning

John Foreman, MBA, CIMA^®

VP, Investments

Kate Cassidy, JD*

VP, Advanced Markets

Brian Parmelee, CFP^®, CLU^®, MBA

VP, Risk Management

Kourtney Zando

VP, Disability Income

Niko Vamvakas, RICP®

VP, Retirement Planning Solutions

^{The individuals above are not employees of Strategic Wealth Group. These resources are employees of Barnum Financial Group. Strategic Wealth Group and Barnum Financial Group are not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 186 Wood Ave S, Suite# 301, Iselin NJ 08830. (732) 623-5700.}

*Licensed but not practicing

Assurance With Every Step

Help build a secure financial future for yourself and your loved ones. By taking proactive steps today, you can reduce financial stress and gain confidence knowing that you're on track to achieve your long-term goals.

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