Building and Preserving Wealth

 

 

PLANNING

AREAS

Portfolio Management

 

Expertly managed portfolios by a CFA Charterholder designed to achieve your specific goals and circumstances.

Retirement Planning

 

Navigate one of the biggest decisions of your life.  Learn how to move from earning a paycheck to living on passive income.  

Wealth Transfer

 

Create a Legacy by structuring assets to pass to your heirs or charities while reducing or eliminating estate tax liability.  Whether you need a simple trust or something more complex like a GRAT or CRAT.  We can help.

Tax Planning

Move beyond just crunching numbers at tax time. Create a proactive strategy that looks long term.  Our software can compare multiple strategies side-by-side over time to ensure you are on the right track.

Business Strategy

 

Every business owner could use a second set of eyes.  Add an outsourced "CFO" to your team to help get your business to the next level.  

Executive Benefits

 

Maximize your company benefits with ongoing reviews of your RSUs, ISOs, health plans, and more.

 

The CFA Difference

Our Team

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 lives in Tulsa with his wife, Yelena, and three children, Emma, Luca, and Killian.

Eric Burkholder, CFA
Senior Advisor
Eric@burkholderwm.com
Joseph Hanson, JD
Senior Advisor
Joseph@burkholderwm.com

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 a dad to 3 children, he serves on the lawyers helping lawyers committee of the Oklahoma Bar Association, and is actively involved in helping men in recovery through his church.

Reagan is the Director of Operations for Burkholder Wealth Management (BWM).  She oversees and implements all back office operations, as well as, leads the strategic direction for our overall client experience.

Reagan brings to BWM extensive experience in client service and operations management from a variety of different roles. Prior to BWM she worked at Legacy Financial Group where she oversaw the client experience and implemented best in class processes.

 

Reagan lives in South Tulsa with her husband, Geoff and two children, Loraine and Libby.

Reagan Pool
Director of Operations
Reagan@burkholderwm.com
Gabe West
Associate Advisor
Gabe@burkholderwm.com

Gabe is an Associate Advisor for Burkholder Wealth Management (BWM).  His primary area of focus is supporting Senior Advisors through every step of the planning process.  This includes portfolio analysis and reporting, interpreting client data, and financial plan implementation. He recently obtained his series 65 license.

Gabe recently graduated magna cum laude at Oral Roberts with a degree in finance. In addition to his personal studies, Gabe was a University tutor in Economics, and other business courses. Gabe will continue pursuing more education.

 

Gabe is a native Tulsan and grew up attending Bixby Public Schools. In his spare time he enjoys teaching karate classes and fishing at Skiatook Lake.

 

CONTACT

Burkholder

Wealth

Management

OUR ADDRESS

5014 East 101st Street, Suite 100

Tulsa, Oklahoma 74137

Email: eric@burkholderwm.com
Tel:  918-727-7100

 

For any general inquiries, please fill in the following contact form:

 

© 2020 Burk Holdings LLC. Proudly created with Wix.com

Click Here for our Privacy Policy