Our planning process is designed to meet the Wealth Objectives that we determine together. Wealth Objectives are the items that are important for you to accomplish through this process.
Todd Burkhalter
Securities and Advisory Services offered through Triad Advisors Member FINRA/SIPC. Catalyst Wealth Management is not affiliated with Triad Advisors.
Managing Partner / Financial Planner
As a Founder and Managing Director with Catalyst Wealth Management, I assist families, business owners, and professionals in realizing their financial dreams. Through my commitment to excellence, I have built a solid client base throughout the United States, which continually expands through the referrals from satisfied clients.
I have been involved in the financial services industry since 1997, and am a member of The National Association of Insurance and Financial Advisors, as well as a Licensed LEAP Practitioner.
I am an active member of North Point Community Church and attend the Browns Bridge Campus. In addition to being an Ordained Deacon, I have served on the Board of Directors and in leadership roles for several Christian ministries. I have three children, Mallory, J.P. and Georgia in Suwanee, Georgia.
I have been named as an Atlanta Magazine Five Star Wealth Manager for Best in Client Satisfaction in 2008, 2009, 2010 and 2011. Five Star Best In Client Satisfaction Wealth Managers are selected as a result of a rigorous research process. The resulting list represents no more than 7% of the wealth managers within a specific market area.
Also in 2010, I was named as a Top Wealth Manager in the Southeast by Newsweek Magazine. In 2011, I was honored again by being recognized by The National Association of Insurance and Financial Advisors as one of Atlanta’s Top 40 Advisors Under Age 40. These recognitions and awards are indicative of the passion I have for helping others achieve more and certainly would not have occurred if not for the terrific team I am blessed to work with each day.
