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.

Eric
Eric Burkholder, CFA

Founder & CEO

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Joseph

Joseph Hanson, JD

Estate Planner

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Christina Moore

Director of Client Service & Operations

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Valentin Tranier

Associate Advisor

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Burkholder Wealth Management team sitting at table

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.

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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.

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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.

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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 Values

Superior Expertise

We strive to provide the highest level of expertiseThat is why every Senior Advisor must obtain an advanced degree or an advanced certification and all team members at BWM participate in continuing education for their respective disciplines.  Experience alone is not enough to navigate the complexities of wealth planning.  We don’t believe we can rely on what was learned in the past in an ever-evolving industryTo provide the best solutions we must be lifelong learners.

Deeper Client Relationships

In order to truly deliver the best possible outcome for every client each advisor and team member must have ample time to dedicate to every plan.  To ensure every client gets the highest possible level of attention we have mandated that no Senior Advisor works with more than 100 clientsThe average advisor works with nearly 200 clientsAt BWM, we believe that each plan must be customized to the client and attempting to standardize plans to scale business is a mistakeWe prefer more in-depth plans with fewer clientsWe believe this is the best long-term solution for both the client and our firm.

Proactive Guidance

Our mission statement says that we are to be a guide for clients on their successful journey to achieve meaningful wealthEvery word of our mission statement is intentionalWhen we chose “guide” we thought of the Sherpas in Nepal.  Although it is a joint effort between the climber and Sherpa to climb Mount Everest, it is the Sherpa who as the expertise and experience to get everyone to the topThey do not merely give the climber a list of things they need to get there and wait at the base for their return, they walk along side them every step of the way to ensure they reach the topWe take the same approach when guiding our clients on their financial journeyWe will always take the lead and proactively approach every task that needs to be accomplished for our clients to achieve their goalsWe will never transfer responsibilityWe will always own the responsibility of each client achieving meaningful wealth.

Honesty

We strive to be honest with each other and our clients because that is the only way we can improve.   Pretending we know everything only undermines our ability to get better and learn more.   This starts internally with candid feedback from each other and ultimately extends to how we interact with our clientsWe will be honest with our clients on where they stand and what they need to do to improve their planWe will also be honest when we make mistakes and endeavor to keep improving.  

Communication

The number one reason people leave their advisor is because of lack of communicationWe will always communicate with our clients exactly where they standWe will also communicate internally with each other. We will not allow anything to fester or talk behind each other’s backWe always strive to put everything out in the open and work towards creating a healthy team dynamic where each team member trusts and respects each other, as well as values feedback. 

Collaboration

We believe that we win and lose as a teamWhile healthy internal competition is good, we must never lose sight that we are on the same teamWe will seek to help each other succeed whenever possible. Advisors and team members should never have a “my client” mentalityWe all work to serve all clients and prospects of the firm. Collaborating on client plans, landing new business, and internal projects makes us all better and gives our clients the best outcomes.

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

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.

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Burkholder Wealth Management team

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.