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Anita M. Buerkle

Vice President, Financial Advisor

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Anita’s Locations

132 South Main Street, Suite 300
Greensburg, PA 15601
(724) 837-1130
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About Anita

Anita focuses on overall wealth management, as well as retirement and estate planning. She enjoys helping clients define their financial goals and creating plans that work toward achieving them. Prior to joining the finance industry, Anita worked in the medical field which helped her develop an ability to truly connect with the individuals she serves. She is involved locally with elections and voting rosters, and in her free time enjoys reading non-fiction and exploring genealogy.

Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.

Education

  • MBA, University of Pennsylvania
  • BS, University of Pittsburgh

Additional licenses and designations

  • Insurance License

Awards & Recognition

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2023

Five Star Wealth Manager (2023)

Five Star Professional

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of FIVE STAR Wealth Managers. Awarded 10/17/22 for the period of 6/01/23 - 5/31/24.

  1. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of FIVE STAR Wealth Managers. Awarded 10/17/22 for the period of 6/01/23 - 5/31/24.

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Insights from Anita

What we’re thinking about

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Why Wealth Enhancement

One coordinated team, built around your plan

Our advisory teams work best with households that have $500,000 or more in investable assets.

Ready to talk now? Call 763-401-5685.

(Weekdays 8am–6pm Central)

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