Firm Description. Goepper Burkhardt LLC (hereafter referred to as GB) was founded in 2003. The firm is registered with the U.S. Securities and Exchange Commission as a Registered Investment Adviser (RIA) and operates as a fee-only fiduciary. GB provides portfolio management and retirement planning primarily for individuals and families. We call this combination of portfolio management and retirement planning, retirement wealth management. The firm specializes in investing, retirement planning, tax planning and intergenerational family wealth transfer. GB also provides advice to portfolio management clients on non-investment financial issues. The firm's compensation is solely from fees paid directly by clients. In the financial services industry, this is referred to as a fee-only fiduciary firm. Our firm does not receive commissions based on the client's purchase of financial products. No referral fees are paid or accepted. Assets under the discretionary management of GB are held in custody at Charles Schwab Institutional and Nationwide. Please refer to Item 12 – Brokerage Practices for more information regarding the process used to select custodians. GB may recommend other professionals (e.g., lawyers, accountants, etc.) at the request of the client. Other professionals are engaged directly by the client on an as-needed basis even when recommended by GB. Conflicts of interest are disclosed to the client and will be managed in the best interests of the client. Officers/Advisors. GB has two officers/advisors: J. Bland Burkhardt III and Robert (Robby) H. Flink. Bland and Robby live in Greenville, SC. Primary Service. GB’s primary service is retirement wealth management. Retirement wealth management is composed of portfolio management and retirement planning. The process is tailored to retirees and pre-retirees and focused on their unique risks, fears, and concerns. Portfolios are tailored to each client’s

individual situation. Client goals and objectives are clarified in meetings and are used to determine the course of action for each individual client. The goals and objectives for each client are documented in our client files. Clients may impose restrictions on investing in certain securities or types of securities. Clients are advised that it is their responsibility to promptly notify GB when there is a material change in their financial situation or with their goals and objectives. After a retirement plan is created, GB assists in the ongoing implementation of the plan to the extent possible. Client involvement is always necessary due to changing circumstances and privacy issues. GB believes that portfolio management and retirement planning are best performed together for us to know our clients well enough to be effective at both. Important Disclosures GB does not serve as an accountant, attorney, insurance agent or tax preparer and no portion of our advice should be construed as such. GB clients retain discretion over implementation decisions and are free to accept or reject any recommendations made by GB or other professionals. If the client engages any unaffiliated recommended professionals, and a dispute arises thereafter, the client agrees to seek recourse exclusively from the engaged professional. GB relies on data provided by the client. GB shall not be required to verify any information received from the client or from the client’s other professionals. It is the client’s responsibility to verify the accuracy and completeness of data provided to GB for retirement planning. Managed Assets. As of December 31, 2023, GB has $281,939,257 in discretionary assets- under-management for 163 clients in 596 accounts. GB also has $2,237,269 in non-discretionary assets-under-management for 2 client in 2 accounts. Total assets-under-management as of December 31, 2023 is $284,176,526.