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
Our Mission
We serve clients in a deeper way than traditional financial planning
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?
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 in order to continue his vision of creating the ultimate client experience.
Eric earned a Master of Science in Finance at the University of Tulsa. While playing soccer at TU, Eric was named a two-time ESPN Academic All-American, as well as, being named the 2008 Finance Graduate of the Year. He holds the prestigious honor of having earned the Chartered Financial Analyst (CFA) Designation.
Eric is very active in the community and serves on the Board of Directors for Emergency Infant Services. He lives in Tulsa with his wife, Yelena, and three children, Emma, Luca, and Killian.
Joseph Hanson, JD
As a practicing attorney with over 10 years 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 being a Senior Advisor, Joseph can handle a variety of legal needs for our clients, including estate planning.
Joseph holds his Series 7 and Series 66 licenses through FINRA, and is an Enrolled Agent with the IRS. He has 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.
Joseph is married to Ali Hanson, they have 7 children, he is on the board of the Tulsa Latin Chamber of Commerce, and also serves on the lawyers helping lawyers committee of the Oklahoma Bar Association. Joseph is actively involved in recovery ministry through his church.
Jordan is a Senior Advisor with Burkholder Wealth Management (BWM). With nearly a decade of experience in financial planning and wealth management, Jordan works with clients to build successful financial plans with the client’s goals always at the center.
Jordan's ability to connect with clients and deliver solid results is why by age 26, he was named a top 40 Financial Advisor by Broker-Dealer, Money Concepts Capital Corp, and ultimately obtained APEX Member status, the highest achievement awarded by Money Concepts Capital Corp.
Jordan attended Illinois Wesleyan University (IWU) where he played baseball and graduated with a Bachelor’s Degree in Financial Services.
Jordan and his wife, Jenna, live in Tulsa with their dog, Burt Reynolds.
Christina is a Client Service Associate for Burkholder Wealth Management (BWM).
Christina brings over 10 years of extensive financial knowledge and providing excellent client service experience. Christina is responsible for anticipating and proactively identifying all our clients' needs. She also executes process and operational improvements, leading the strategic direction for an outstanding client experience.
In her free time, you will find her spending time with her family, attending church functions, volunteering in our community, and baking goodies.