Financial Planners Tulsa
At Burkholder Wealth Management, we specialize in serving successful professionals, entrepreneurs, executives, and high-net-worth families who expect more than off-the-shelf financial advice. Our approach is centered on delivering a comprehensive, customized strategy that coordinates every facet of your financial life, from investments and tax planning to wealth transfer and business interests.
A High-Touch, Comprehensive Experience
We believe that significant wealth requires sophisticated planning. Our firm is structured to deliver high-value solutions tailored to your unique goals and complexities. By maintaining a limited number of client relationships per advisor, we ensure that each client receives the focused attention and depth of expertise their situation deserves.
Services Designed for Complex Needs
Our team provides a full spectrum of services to help you confidently manage and grow your wealth:
- Investment Management
- Evidence-based strategies grounded in institutional research
- Portfolio design incorporating public markets, alternatives, and private investments
- Advanced Tax Planning
- Proactive strategies to reduce tax liabilities across income, investments, and estate transfers
- Retirement Planning
- Modeling future cash flows, retirement income, and sustainable withdrawal strategies
- Estate & Legacy Planning
- Structuring assets to support your family, charitable goals, and multigenerational wealth
- Business & Executive Planning
- Equity compensation analysis, succession planning, and outsourced CFO services for business owners and executives
Professional Credentials and Expertise
Our advisors hold the Chartered Financial Analyst® (CFA®) designation, reflecting a high level of expertise in portfolio management, security analysis, and investment strategy. This depth of knowledge empowers us to guide clients with substantial assets through sophisticated investment decisions and comprehensive planning.
A Disciplined Investment Approach
We apply a rigorous, evidence-based investment process built on the principles of diversification, risk management, and cost efficiency. Our goal is to help clients preserve and grow their wealth through disciplined strategies, rather than speculation or market timing.
Personalized Relationships
We deliberately limit the number of client relationships we maintain so that each client benefits from an exceptional level of personal attention, responsiveness, and strategic oversight. You will always know who is guiding your plan—and that we have the time and commitment to be fully engaged in your success.
Contact us today to start building a financial plan that works for you in Tulsa, OK.
5 Questions to Ask Your Financial Planners in Tulsa, OK
It’s crucial for readers looking to engage financial planners to understand if the firm is the perfect fit for them. The appropriate inquiries will enable you to learn more about their business practices, experience level, and suitability for your needs. Here are five important inquiries to ask financial planners in Tulsa, OK, to assist you in making wiser financial decisions.
What are your qualifications?
When asking about qualifications, consider the financial planner’s training and education.
At Burkholder Wealth Management, our financial planners are Certified Financial Planners (CFPs) or Chartered Financial Analysts (CFAs). These certifications require extensive training and education to earn and often indicate a deep understanding of the industry.
How do you manage investments?
The investment management process of financial planners is a crucial component. It’s essential to gather information from the financial planner to determine their investment approach, including investment style, how they diversify investments, and how they balance portfolios.
At Burkholder Wealth Management, our team uses a unique asset management process based on the Chartered Financial Analyst® approach. We structure portfolios that best suit each client’s needs by considering risk and return in an ever-changing environment.
What is your fee structure?
Asking about fee structures is crucial in determining whether your financial planner is a good fit for you.
At Burkholder Wealth Management, we operate under a traditional, “Assets Under Management or AUM” structure. This means that we charge a percentage based on the number of assets that we are managing directly. Our fee percentage starts at 1% and is tiered down as the assets grow so you pay a lower effective fee the more you grow. Another way to look at our fee structure is that we do better when our clients do better, and we do worse when our clients do worse. In some cases, where we can’t manage your investment assets directly, we may instead charge a flat fee based on the amount of planning work.
What is your approach to financial planning?
Learning about a financial planner’s approach can help determine if they suit your needs.
Burkholder Wealth Management’s holistic approach allows advisors to work with up to 100 clients, bringing specialized knowledge and creativity to each case and providing personalized plans for clients at various life stages.
How do you work with clients?
A financial planner’s approach to working with their clients can make all the difference.
At Burkholder Wealth Management, we value strong relationships. We take a personalized approach to our work, getting to know our clients deeply and helping them achieve financial freedom. We also structure our services, such as outsourced CFO, to bring more value to the client and help them achieve their goals.