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Transform Your Financial Future

Personalized Financial Planning and Investment Strategies for Every Stage of Life and Business

Awarded as one of Tulsa’s Best Financial Advisors, we can help you navigate through wealth management, retirement planning, estate planning, and tax planning.
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Our Mission

We’ve successfully helped hundreds of individuals and businesses grow wealth and achieve their financial goals.

In today’s complex financial landscape, it can be overwhelming to manage your finances and plan for the future. That’s where we come in. Our team of experts will work with you to develop a comprehensive financial plan that takes into account your unique goals, risk tolerance, and financial situation. We then use smart, disciplined investment strategies to help you grow your wealth and achieve your goals.

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2024

Tulsa’s Best Financial Advisors

3 years in a row

20+

Years of Combined Experience

50:1

Client to Advisor Ratio*

*industry average 100:1

Burkholder team sitting at table
Burkholder team sitting at table

Our Mission

Wealth Planning Areas

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Investment Management

Expertly managed portfolios by our CFA Charterholder, Eric Burkholder, designed to achieve your specific goals and circumstances.

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Retirement Planning

Navigate one of the biggest decisions of your life. Learn how to move from earning a paycheck to living on a passive income.

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Estate Planning

Create a Legacy by structuring assets to pass to your heirs or charities while reducing or eliminating estate tax liability.

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Tax Planning

Create a proactive strategy that looks long-term. Our software can compare multiple strategies side-by-side over time to ensure you are on the right track.

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Our Process

The CFA® Program Difference

Burkholder Wealth Management has a unique process for managing investments based on the Chartered Financial Analyst® approach. The CFA® designation is considered the Gold Standard of investment certifications and provides a strong foundation in advanced investment analysis and real-world portfolio management skills. The skill set learned through the CFA program allows BWM to think critically about risk and return in an ever-changing environment and structure portfolios best suited to each client’s needs.  CFA® is a registered trademark of the CFA Institute.

Burkholder Wealth Management team

At Burkholder Wealth Management, we believe that a successful financial plan begins with a comprehensive understanding of your unique situation, goals, and objectives. That’s why we’ve developed a streamlined process that ensures we fully understand your needs and can create a tailored plan that meets them.

Discovery

During our initial meeting, we take the time to get to know you and your financial situation. We’ll discuss your goals, objectives, and any concerns you have, as well as your risk tolerance and other relevant factors.

Analysis

Once we’ve gathered all the necessary information, we’ll analyze your financial situation in detail. We’ll review your current assets, liabilities, and income sources, and evaluate your overall financial picture.

Plan Development

Using the information gathered, we’ll create a comprehensive financial plan that’s tailored to your unique needs and goals. This plan will include specific recommendations for investments, insurance, retirement planning, and estate planning.

Implementation

Once you’ve approved the financial plan, we’ll begin implementing the recommendations. We’ll work with you to open and fund new investment accounts, transfer existing accounts, and purchase any necessary insurance policies.

Monitoring

We believe that a successful financial plan is one that is regularly monitored and adjusted as needed. That’s why we provide ongoing monitoring and reporting to ensure your plan remains on track and aligned with your goals.
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Who We Serve

Our Clients

Burkholder Wealth Management understands the unique financial needs of various individuals and offers tailored services to business owners, executives, family offices, and retirees. With a deep understanding of the complexities associated with each client segment, Burkholder Wealth Management strives to provide comprehensive wealth management solutions that align with your specific goals and circumstances.

Whether it’s assisting business owners in optimizing their financial strategies, helping executives navigate complex compensation packages, providing sophisticated solutions for family offices, or offering personalized retirement planning services, Burkholder Wealth Management is dedicated to delivering trusted and reliable guidance to its diverse clientele.

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I've been using Burkholder Wealth Management for quite a while now and I feel extremely well cared for here. My portfolio is making significant strides, I get great communication and quick feedback when I have questions. I highly recommend them as a safe and trustworthy company to help you manage and grow your investment portfolio. They have a broad amount of expertise and can offer creative solutions to help safely grow and protect your wealth. Check them out!! Don't do anything you aren't comfortable with....but give these folks a call and you won't be disappointed and you won't be strong-armed into anything. Top notch.

WARREN SHAMBURGER, GOOGLE REVIEW

BWM has been such a help to us. They are very professional and know their stuff! We have used them for investments, trust, and tax issues. I’m so happy to not have to worry about this anymore. They will answer all your questions and explain things so you can actually understand. Your sound financial future is what matters most to them. And I trust them with all our financial needs. 5 stars!!!

KAREN HARRIS, GOOGLE REVIEW

Eric has always been incredibly helpful when I have any questions. His financial knowledge is very sound and I know I can trust what he tells me. I thoroughly believe in his investment philosophy and methodology. He’s always there to pick up the phone and answer questions when I have any and share unbiased advice. I would highly recommend him as an advisor!

ROSS CUNNINGHAM, GOOGLE REVIEW

Eric and the team at BWM are great! I feel very confident that our retirement and our investments are in their capable hands. They are responsive communicators and willing to help out with anything that we ask for.

KELSEY DUNLOP, GOOGLE REVIEW

Eric Burkholder is both extremely knowledgeable and extremely helpful. He listened very carefully to my wife and me as we described our financial situation, fears, and hopes, and then set out a plan for us to put both of our daughters through college and stay financially sound. The plan has worked remarkably well so far, and with one daughter done and another about to start, we are in better financial shape than we ever dreamed we would be. Eric saved us from some bad decisions (involving our house) and helped us prioritize our investments wisely. I highly, highly recommend BWM!

JONATHAN DORST, GOOGLE REVIEW

BWM has been great. They've always offered me sound advice, been willing to help answer questions about things that affected family members of mine who weren't clients of theirs, and have safeguarded my investments.

RUSS HAMER, GOOGLE REVIEW

BWM has been great. They've always offered me sound advice, been willing to help answer questions about things that affected family members of mine who weren't clients of theirs, and have safeguarded my investments.

RUSS HAMER, GOOGLE REVIEW

Blog

Market Update

Aug 16, 2024

BWM Market Update The last week has seen an uptick in market volatility. While the year started off hot, markets are...

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Ready to work with us?

Schedule an introduction meeting today and find out how we can help you navigate through wealth management, retirement planning, estate planning, and tax planning.
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