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.

What We Do

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.

Eric Burkholder, CFA

Founder & CEO

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Joseph Hanson, JD

Estate Planner

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Christina Moore

Director of Client Service & Operations

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Valentin Tranier

Associate Advisor

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Burkholder Wealth Management team sitting at table

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.

I've been using Burkholder Wealth Management for quite a while now and I feel extremely well cared for here. My portfolio is making significant strides, I get great communication and quick feedback when I have questions. I highly recommend them as a safe and trustworthy company to help you manage and grow your investment portfolio. They have a broad amount of expertise and can offer creative solutions to help safely grow and protect your wealth. Check them out!! Don't do anything you aren't comfortable with....but give these folks a call and you won't be disappointed and you won't be strong-armed into anything. Top notch.

WARREN SHAMBURGER, GOOGLE REVIEW

BWM has been such a help to us. They are very professional and know their stuff! We have used them for investments, trust, and tax issues. I’m so happy to not have to worry about this anymore. They will answer all your questions and explain things so you can actually understand. Your sound financial future is what matters most to them. And I trust them with all our financial needs. 5 stars!!!

KAREN HARRIS, GOOGLE REVIEW

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!

ROSS CUNNINGHAM, GOOGLE REVIEW

Eric and the team at BWM are great! I feel very confident that our retirement and our investments are in their capable hands. They are responsive communicators and willing to help out with anything that we ask for.

KELSEY DUNLOP, GOOGLE REVIEW

Eric Burkholder is both extremely knowledgeable and extremely helpful. He listened very carefully to my wife and me as we described our financial situation, fears, and hopes, and then set out a plan for us to put both of our daughters through college and stay financially sound. The plan has worked remarkably well so far, and with one daughter done and another about to start, we are in better financial shape than we ever dreamed we would be. Eric saved us from some bad decisions (involving our house) and helped us prioritize our investments wisely. I highly, highly recommend BWM!

JONATHAN DORST, GOOGLE REVIEW

BWM has been great. They've always offered me sound advice, been willing to help answer questions about things that affected family members of mine who weren't clients of theirs, and have safeguarded my investments.

RUSS HAMER, GOOGLE REVIEW

BWM has been great. They've always offered me sound advice, been willing to help answer questions about things that affected family members of mine who weren't clients of theirs, and have safeguarded my investments.

RUSS HAMER, GOOGLE REVIEW

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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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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.

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