Burkholder Wealth Management: Best Financial Advisors in Tulsa
When it comes to managing your finances, you want to work with the best of the best. That’s why you need to turn to Burkholder Wealth Management – the best financial advisors in Tulsa. Our unique approach to financial planning, coupled with our expertise and personalized service, make us the clear choice for achieving your financial goals.
Our CFA® Difference
At Burkholder Wealth Management, we pride ourselves on our Chartered Financial Analyst® (CFA®) approach to managing investments. Our founder, Eric Burkholder, is a CFA Charterholder, which means he has a strong foundation in advanced investment analysis and real-world portfolio management skills. This expertise allows us to think critically about risk and return in an ever-changing environment and structure portfolios best suited to each client’s needs.
Financial Planning Areas
We offer a range of financial planning services to help you reach your goals. Here are just a few of the areas we specialize in:
Portfolio Management
Expertly managed portfolios by Burkholder Wealth Management are designed to achieve your specific goals and circumstances. Our team takes a holistic approach, considering everything from your risk tolerance to your financial goals to create a personalized investment strategy.
Retirement Planning
Navigating retirement can be one of the biggest decisions of your life. Whether you’re just starting to think about it or you’re already retired, we can help. We’ll work with you to create a plan that moves you from earning a paycheck to living on passive income.
Wealth Transfer
Creating a legacy is about more than just leaving behind assets. It’s about ensuring your loved ones are taken care of and minimizing the tax burden for your estate. Our team can help you structure your assets to pass to your heirs or charities while reducing or eliminating estate tax liability.
Tax Planning
We don’t just help you crunch numbers come tax time. We take a proactive approach to tax planning, creating strategies that look long-term and can save you money over time. Our software can even compare multiple strategies side-by-side to ensure you’re on the right track.
Business Strategy
If you’re a business owner, you understand the challenges that come with running a company. That’s why we offer an outsourced CFO service to help get your business to the next level. We act as a second set of eyes for your finances, helping you make informed decisions that move your business forward.
Executive Benefits
Maximizing your company benefits can go a long way toward securing your financial future. We’ll help you navigate the complex world of RSUs, ISOs, health plans and more, optimizing your benefits package to meet your unique financial goals.
Why we are considered among the Best Financial Advisors in Tulsa
Our clients consistently rate us as the best financial advisors in Tulsa, and there are many reasons why. Here are just a few:
–Personalized Service: We believe in getting to know our clients and their unique financial situations. We create customized plans tailored to each client’s specific needs and goals.
–Expertise: With our CFA® designation, we have the knowledge and experience needed to help our clients succeed in even the most complex financial situations.
–Legacy Planning: We understand that creating a legacy is about more than just money. We help our clients create a lasting impact on their families and communities through personalized wealth transfer strategies.
–Proactive Strategy: Rather than reacting to market events, we take a proactive approach to investing and financial planning. This helps our clients stay one step ahead of the game.
–Outsourced CFO: Business owners need all the help they can get. By acting as an outsourced CFO, we can provide valuable insights that help businesses make informed financial decisions.
Recap
When it comes to your financial future, you can’t afford to take chances. That’s why you need the best financial advisors in Tulsa on your side. Burkholder Wealth Management offers expertise, personalized service, and a range of financial planning services that can help you achieve your goals. Contact us today to learn more about how we can help you secure your financial future. Contact Us to learn more.