Mark Burkholder

Peachtree Planning Automobile Dealer Services

Mark is a nationally recognized financial professional who works with high-net-worth business owners and entrepreneurs on succession planning, estate strategies, and wealth protection. He helps clients navigate complex financial decisions with a focus on building, protecting, and successfully transitioning the wealth they have worked hard to create.

Recognized for his expertise and commitment to clients, Mark has been named to the Forbes Best-in-State list for three consecutive years. The recognition reflects his ability to bring sophisticated financial strategies together with a highly personalized, client-first approach.  In 2025, Mark was named the #1 Financial Security Professional in Alabama on the Forbes 2025 Best-in-State list.  In 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.*

A respected voice in the financial services industry, Mark has been a featured speaker at more than 30 national events, including engagements with the National Independent Automobile Dealers Association (NIADA). He regularly shares practical strategies designed to help entrepreneurs and business owners think differently about wealth, succession, and long-term financial security. Known for combining strategic insight with an engaging and motivational style, Mark brings both expertise and energy to every audience he addresses.

Mark’s commitment to making a difference extends beyond his professional work. He serves on the board of Covenant Rescue Group, an organization dedicated to combating sex trafficking, and regularly speaks on the organization’s behalf to raise awareness and support its mission. His work reflects a broader commitment to using his platform, expertise, and influence to create meaningful impact in the communities he serves.

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 2026, 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.