We’re beyond excited to announce that Mark Burkholder has been ranked #1 in Alabama on Forbes’ 2025 Best‑in‑State Financial Security Professionals list. This prestigious accolade reflects his unwavering commitment to securing the financial futures of individuals, families, and business owners.
Each year, Forbes and SHOOK Research evaluate top financial security professionals across the nation, scoring them on expertise, client focus, and success in protecting against risk. Mark’s #1 ranking in Alabama places him at the pinnacle of his profession—recognized by industry thought leaders and independent evaluators alike.
This recognition isn’t just a title—it’s proof of Mark’s meticulous approach to financial services: from personalized risk assessment and planning to education and advocacy. His clients benefit from tailored strategies that safeguard their legacies and provide financial confidence.
Mark continues to raise the bar—staying ahead in innovation, upholding transparency, and nurturing client relationships built on trust. As he celebrates this achievement, his focus remains squarely on delivering results that matter most.
Join us, Peachtree Planning, in congratulating Mark Burkholder on this top honor! To learn more about his award‑winning work and how he can help you secure your financial future, visit his Forbes profile.
Explore thefull Forbes 2025 listhere:
🔗Forbes Best‑in‑State Financial Security Professionals – 2025
And view Mark’s individual profile:
🔗Mark Burkholder – Forbes Profile

This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Top Financial Security Professionals Best-In-State List 2025 is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results.