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.
2023
Tulsa’s Best Financial Advisors
2 years in a row
20+
50:1
*industry average 100:1
Our Mission
Wealth Planning Areas
Investment Management
Expertly managed portfolios by our CFA Charterholder, Eric Burkholder, designed to achieve your specific goals and circumstances.
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.
Estate Planning
Create a Legacy by structuring assets to pass to your heirs or charities while reducing or eliminating estate tax liability.
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.
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.
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
Analysis
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
Monitoring
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.
Blog
Market Update
BWM Market Update The last week has seen an uptick in market volatility. While the year started off hot, markets are...
Weekly Article August 1st 2024
BWM Weekly Article This week, our team has selected an insightful article that we believe will add significant value to our...
Weekly Article July 25th 2024
BWM Weekly Article This week, our team has selected an insightful article that we believe will add significant value to our...