Eric Burkholder

Founder, CEO & Financial Advisor

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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.

Education

2013

2008-2010

University of Tulsa

2004 - 2008

University of Tulsa

Chartered Financial Analyst (CFA)

MS in Finance with emphasis on Portfolio Management

BBA in Finance

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Get in Touch

918-727-7100