Mark Burkholder

Peachtree Planning Automobile Dealer Services

Mark Burkholder is a nationally recognized speaker and financial specialist who works primarily with automobile dealers and business owners in the areas of wealth protection, business succession and estate planning. Mark has been successfully helping business owners plan for the future by helping them think about what they want and building strategies in a team-based planning environment to help accomplish those goals. 

As a speaker, Mark brings a relaxed and conversational tone to the complex family and financial issues he specializes in helping families navigate.  Mark has spoken at numerous events in the automobile industry and is a noted experienced professional in helping auto dealers with complex planning issues. Mark has been a featured speaker at numerous NIADA Conventions as well as 30+ different state conventions. He proudly serves as a board member of the AIADA.

On July 10, 2025, Mark was named the #1 Financial Security Professional in Alabama on the Forbes 2025 Best-in-State list.  August 26, 2024, Mark was published in Forbes Magazine on Succession Planning: Protect Your Business And Improve Your Cash Flow.He was also named Forbes Magazine Best in State.*

Mark is available for a complimentary consultation and can be reached at: 205-965-3437 or mark.burkholder@peachtreeplanning.com

Registered Representative of Park Avenue Securities, Financial Representative of Guardian. *This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Wealth Advisors List 2025, 2024 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.