Affordable Financial Planners in Tulsa: Burkholder Wealth Management
At Burkholder Wealth Management, we understand that everyone needs to have access to financial planning services, regardless of their income. That’s why we offer affordable financial planning services to clients in Tulsa. As a result, our clients can access knowledgeable and experienced financial planners at an affordable price.
Financial Planners in Tulsa: Affordable Options and What You May Miss Out On
While it’s true that there are affordable financial planners in Tulsa, they don’t always offer the same quality of service as Burkholder Wealth Management. More affordable financial planners may offer a template-based approach, which isn’t always effective for every client’s unique situation.
At Burkholder Wealth Management, we take a more personalized approach, getting to know our clients on a personal level and considering their individual financial goals to create a tailored plan. Our team of advisors is well-equipped to handle even the most complex planning needs, including portfolio management, tax planning, retirement planning, wealth transfer, business planning, and executive benefits.
Another factor to consider when choosing an affordable financial planner in Tulsa is the importance of the Chartered Financial Analyst® approach that Burkholder Wealth Management adopts. The CFA® designation is widely regarded as the gold standard of investment certifications, and those who have earned the designation have demonstrated advanced investment analysis and real-world portfolio management skills. At Burkholder Wealth Management, we are proud to keep our knowledge current and to implement the best practices through the CFA program.
Moreover, affordable financial planners may lack the resources to be able to offer a comprehensive approach to their clients. In contrast, we offer outsourced CFO services to our clients, which enables us to be more proactive in creating long-term financial strategies. We also consider the importance of legacy planning, ensuring that our clients’ assets are passed down to their beneficiaries in the most efficient manner possible.
The Burkholder Wealth Management Difference
At Burkholder Wealth Management, we pride ourselves on our ability to offer affordable financial planning services to clients in Tulsa. We understand the importance of having access to financial planning services, regardless of income.
We take a wholistic approach to financial planning, which is why we limit our advisors to work with one hundred clients, enabling us to bring all our investment expertise and creativity to each client’s case. Our personalized approach allows us to provide tailored financial plans for clients at various life stages.
As financial planners in Tulsa with client care at the forefront of our principles, we are committed to keeping our clients well-informed on their financial status, and to educate them on important life events that may affect their investments. By doing so, our clients have the utmost confidence in our ability to handle their financial affairs.
When looking for financial planners in Tulsa, don’t compromise on quality for affordability. Choose Burkholder Wealth Management, where we provide affordable financial planning services without sacrificing quality. With our strong foundation in advanced investment analysis and real-world portfolio management skills, we help our clients achieve their financial goals, moment by moment, year by year.