Who We Are
Client-Focused Financial Advisors, Dedicated to Empowering You to Achieve Your Financial Goals
Awarded as one of Tulsa's Best Financial Advisors, we can help you navigate through wealth management, retirement planning, estate planning, and tax planning.
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Who We Are
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.
Our Mission
We serve clients in a deeper way than traditional financial planning
Burkholder Wealth Management (BWM) was founded in 2019 to serve clients in a deeper way than traditional financial planning. We take holistic financial planning approach that allows each advisor to work with 100 client. This ensures our advisors can bring all their expertise and creativity to each client's case.
The best clients for Burkholder Wealth Management are those that desire a more custom process to wealth management or have complex planning needs. Wealth management applied properly requires a careful analysis of a multitude of specific planning areas and then the coordination of these areas into a complete, comprehensive global plan.
Key areas of planning include portfolio management, tax planning, retirement planning, wealth transfer, business planning, and executive benefits.
Personalized Service
Our team takes the time to get to know each client on a personal level, and we tailor our advice and solutions to their specific needs and goals.
Proactive Communication
We believe that regular communication is key to building strong relationships with our clients. We proactively reach out to our clients with updates and recommendations.
Fiduciary Standard
We believe that the fiduciary standard is the only way to provide truly objective and unbiased advice, and we are proud to uphold this standard in everything we do.
Our Values
Superior Expertise
We strive to provide the highest level of expertise. That is why every Senior Advisor must obtain an advanced degree or an advanced certification and all team members at BWM participate in continuing education for their respective disciplines. Experience alone is not enough to navigate the complexities of wealth planning. We don’t believe we can rely on what was learned in the past in an ever-evolving industry. To provide the best solutions we must be lifelong learners.
Deeper Client Relationships
In order to truly deliver the best possible outcome for every client each advisor and team member must have ample time to dedicate to every plan. To ensure every client gets the highest possible level of attention we have mandated that no Senior Advisor works with more than 100 clients. The average advisor works with nearly 200 clients. At BWM, we believe that each plan must be customized to the client and attempting to standardize plans to scale business is a mistake. We prefer more in-depth plans with fewer clients. We believe this is the best long-term solution for both the client and our firm.
Proactive Guidance
Our mission statement says that we are to be a guide for clients on their successful journey to achieve meaningful wealth. Every word of our mission statement is intentional. When we chose “guide” we thought of the Sherpas in Nepal. Although it is a joint effort between the climber and Sherpa to climb Mount Everest, it is the Sherpa who as the expertise and experience to get everyone to the top. They do not merely give the climber a list of things they need to get there and wait at the base for their return, they walk along side them every step of the way to ensure they reach the top. We take the same approach when guiding our clients on their financial journey. We will always take the lead and proactively approach every task that needs to be accomplished for our clients to achieve their goals. We will never transfer responsibility. We will always own the responsibility of each client achieving meaningful wealth.
Honesty
We strive to be honest with each other and our clients because that is the only way we can improve. Pretending we know everything only undermines our ability to get better and learn more. This starts internally with candid feedback from each other and ultimately extends to how we interact with our clients. We will be honest with our clients on where they stand and what they need to do to improve their plan. We will also be honest when we make mistakes and endeavor to keep improving.
Communication
The number one reason people leave their advisor is because of lack of communication. We will always communicate with our clients exactly where they stand. We will also communicate internally with each other. We will not allow anything to fester or talk behind each other’s back. We always strive to put everything out in the open and work towards creating a healthy team dynamic where each team member trusts and respects each other, as well as values feedback.
Collaboration
We believe that we win and lose as a team. While healthy internal competition is good, we must never lose sight that we are on the same team. We will seek to help each other succeed whenever possible. Advisors and team members should never have a “my client” mentality. We all work to serve all clients and prospects of the firm. Collaborating on client plans, landing new business, and internal projects makes us all better and gives our clients the best outcomes.
Our Process
The CFA® Difference
Burkholder Wealth Management has a unique process for managing investments based on the Chartered Financial Analyst® approach. The CFA® designation is considered the Gold Standard of investment certifications and provides a strong foundation in advanced investment analysis and real-world portfolio management skills. The skill set learned through the CFA program allows BWM to think critically about risk and return in an ever-changing environment and structure portfolios best suited to each client's needs
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Joseph Hanson, JD
Estate Planner
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.
Christina Moore
Head of Client Service and Operations
Christina is the Director of Client Service and Operations at Burkholder Wealth Management (BWM), where she brings over 14 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 six children. She enjoys running and makes time to volunteer in her community, giving back and making a positive impact.
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.
Eric Burkholder, CFA
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.
Ready to work with us?
Schedule an introduction meeting today and find out how we can help you navigate through wealth management, retirement planning, estate planning, and tax planning.
