Who We Are
Client-Focused Financial Advisors, Dedicated to Empowering You to Achieve Your Financial Goals
Awarded as one of Tulsa’s Best Financial Advisors, we can help you navigate through wealth management, retirement planning, estate planning, and tax planning.
Who We Are
Meet the Team
Burkholder Wealth Management has a comprehensive team of financial advisors, estate planners, and a support team. We are here to help you achieve your financial goals.
Our Mission
We serve clients in a deeper way than traditional financial planning
Burkholder Wealth Management (BWM) was founded in 2019 to serve clients in a deeper way than traditional financial planning. We take holistic financial planning approach that allows each advisor to work with 100 client. This ensures our advisors can bring all their expertise and creativity to each client’s case.
The best clients for Burkholder Wealth Management are those that desire a more custom process to wealth management or have complex planning needs. Wealth management applied properly requires a careful analysis of a multitude of specific planning areas and then the coordination of these areas into a complete, comprehensive global plan.
Key areas of planning include portfolio management, tax planning, retirement planning, wealth transfer, business planning, and executive benefits.
Personalized Service
Our team takes the time to get to know each client on a personal level, and we tailor our advice and solutions to their specific needs and goals.
Proactive Communication
We believe that regular communication is key to building strong relationships with our clients. We proactively reach out to our clients with updates and recommendations.
Fiduciary Standard
We believe that the fiduciary standard is the only way to provide truly objective and unbiased advice, and we are proud to uphold this standard in everything we do.
Our Process
The CFA® 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.
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.
Founder & CEO
Eric is the founder of Burkholder Wealth Management (BWM). After 10 years in the finance and wealth management industry, serving as both a Senior Advisor and Chief Investment Officer for a regional RIA, Eric chose to start his own firm in 2019 to pursue his vision of creating the ultimate client experience. Eric earned a Master of Science in Finance from the University of Tulsa. While playing soccer at TU, he was named a two-time ESPN Academic All-America. He holds the prestigious Chartered Financial Analyst (CFA) designation. Eric lives in Tulsa with his wife, Yelena, and their three children: Emma, Luca, and Killian.
Joseph Hanson, JD
As a practicing attorney with over a decade of experience in estate planning, business structuring, and tax strategy, Joseph brings extensive knowledge and a unique perspective to his clients and to BWM. In addition to serving as a Senior Advisor, Joseph can assist clients with their legal needs, including estate planning. He holds his Series 7 and Series 66 licenses through FINRA and is an Enrolled Agent with the IRS. Joseph has also taught as a professor in the College of Business at Oral Roberts University and frequently presents on tax and estate planning issues to other professionals through continuing education courses.
Christina Moore
Christina is the Director of Client Service and Operations at Burkholder Wealth Management (BWM), where she brings over 10 years of extensive experience in financial services and a passion for delivering exceptional client service. In her role, Christina is responsible for anticipating and proactively addressing the needs of BWM's clients while driving process improvements and operational efficiencies. She leads the strategic direction of client service, ensuring an outstanding experience at every touchpoint. Outside of her professional work, Christina is dedicated to her family—she is married to her husband, Brad, and is a proud mother of five children. She enjoys running and makes time to volunteer in her community, giving back and making a positive impact.
Valentin Tranier
Associate Advisor
Valentin, originally from France, is a proud alumnus of the University of Tulsa. He holds a Bachelor’s degree in International Economics and Management from the Catholic University of Lille and a Master of Business Administration (MBA) from the University of Tulsa. During his MBA studies, Valentin dedicated all his electives to finance and participated in extracurricular activities such as the SmackDown Competition. Additionally, he worked in the job placement department at the University of Tulsa, gaining valuable experience in helping students and graduates find their career paths. Initially, Valentin planned to stay in Tulsa for only a year, but he fell in love with the community and its people. In his free time, he enjoys watching his girlfriend play Division 1 soccer at the University of Tulsa—Go TU!—and also enjoys running.