Design Your Dream Retirement Plan
- Diversified investment strategies
- Comprehensive, integrated portfolios with tax & estate planning
- Customized plans for individual goals and needs
- A thorough approach backed by CPAs, attorneys, advisors, and insurance agents
2024
Tulsa’s Best Financial Advisors
3 years in a row
20+
50:1
*industry average 100:1
Why You Should Discuss Planning For Retirement With A Certified Financial Advisor
Reaching Your Retirement Goals Can Be Done In 3 Easy Steps
We work with clients in 3 phases, so we can better get to know you and your goals to help build and execute a plan on your behalf that accurately reflects your specific situation.
We begin by getting to know you and understanding where you want to go in life. This helps us align our strategies with your unique vision for the future.
After understanding your goals, we create a personalized financial plan that serves as a roadmap to help you reach them.
Once you’re ready to move forward, we’ll work side-by-side to put your plan into action, supporting you at every step to keep you on track.
We’ve successfully helped hundreds of individuals and businesses grow wealth and achieve their financial goals.
Our team of experts will work with you to develop a comprehensive financial plan that takes into account your unique goals, risk tolerance, and financial situation. We then use smart, disciplined investment strategies to help you grow your wealth and achieve your goals.
John Wilson
“I got involved with Eric after I met my now wife who has been her investment guy for about 5 years. Eric is very professional and has a system that is tailored to the individual. When you contact him he is very responsive in getting you the information you desire in a timely fashion. Overall I’m very pleased with the advice and plan he has laid out for me.”
Ross Cunningham
“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!”
David Rose
“The business is responsive to the individuals financial goals and needs. They never fail to advise of market trends to obtain my goals. When I need to have assistance with tax information they always give me the details needed for my accountant. I recommend this firm to anyone that is wanting to grow their portfolio. Mr. Burkholder will become your friend and advisor that is trustworthy and works in the interest of the client instead of his interest.”
Margaret Coffee
“Eric and his team have been very helpful in helping us deal with our financial questions since we moved to this part of the state. They have met with me several times and helped over the phone, as well as through email. They are very professional and truly care about helping and answering ALL my questions.”
John Wilson
“I got involved with Eric after I met my now wife who has been her investment guy for about 5 years. Eric is very professional and has a system that is tailored to the individual. When you contact him he is very responsive in getting you the information you desire in a timely fashion. Overall I’m very pleased with the advice and plan he has laid out for me.”
Ross Cunningham
“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!”
David Rose
“The business is responsive to the individuals financial goals and needs. They never fail to advise of market trends to obtain my goals. When I need to have assistance with tax information they always give me the details needed for my accountant. I recommend this firm to anyone that is wanting to grow their portfolio. Mr. Burkholder will become your friend and advisor that is trustworthy and works in the interest of the client instead of his interest.”
Margaret Coffee
“Eric and his team have been very helpful in helping us deal with our financial questions since we moved to this part of the state. They have met with me several times and helped over the phone, as well as through email. They are very professional and truly care about helping and answering ALL my questions.”
Who We Are
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.
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.
Find Out How Much You Need to Retire
Take the first step towards achieving your financial goals with Burkholder Wealth Management’s comprehensive team of experts. Contact us today to learn how we can help you with customized, holistic financial planning that fits your unique needs.
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 to pursue his vision of creating the ultimate client experience. Eric earned a Master of Science in Finance from the University of Tulsa. While playing soccer at TU, he was named a two-time ESPN Academic All-America. He holds the prestigious Chartered Financial Analyst (CFA) designation. Eric lives in Tulsa with his wife, Yelena, and their three children: Emma, Luca, and Killian.
Joseph Hanson, JD
As a practicing attorney with over a decade 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 serving as a Senior Advisor, Joseph can assist clients with their legal needs, including estate planning. He holds his Series 7 and Series 66 licenses through FINRA and is an Enrolled Agent with the IRS. Joseph has also 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.
Valentin Tranier
Associate Advisor
Valentin, originally from France, is a proud alumnus of the University of Tulsa. He holds a Bachelor’s degree in International Economics and Management from the Catholic University of Lille and a Master of Business Administration (MBA) from the University of Tulsa. During his MBA studies, Valentin dedicated all his electives to finance and participated in extracurricular activities such as the SmackDown Competition. Additionally, he worked in the job placement department at the University of Tulsa, gaining valuable experience in helping students and graduates find their career paths. Initially, Valentin planned to stay in Tulsa for only a year, but he fell in love with the community and its people. In his free time, he enjoys watching his girlfriend play Division 1 soccer at the University of Tulsa—Go TU!—and also enjoys running.
Christina Moore
Christina is the Director of Client Service and Operations at Burkholder Wealth Management (BWM), where she brings over 10 years of extensive experience in financial services and a passion for delivering exceptional client service. In her role, Christina is responsible for anticipating and proactively addressing the needs of BWM's clients while driving process improvements and operational efficiencies. She leads the strategic direction of client service, ensuring an outstanding experience at every touchpoint. Outside of her professional work, Christina is dedicated to her family—she is married to her husband, Brad, and is a proud mother of five children. She enjoys running and makes time to volunteer in her community, giving back and making a positive impact.