Tulsa's Wealth Managers
Burkholder Wealth Management is a private financial planning firm located in Tulsa, Oklahoma serving clients nationwide.
Markets Working for YOU
The financial markets have rewarded long-term investors.
Global diversification can broaden your investment universe.
Drivers of Return
Expected returns depend on current market prices and expected future cash flows.
We Can Help You
We lead with personalized financial planning. Consolidating your financial life into one, comprehensive and seamless picture. From there, we help you grow your wealth through smart, disciplined and academically - driven investment strategies. We make work optional in the future and leave a purposeful and lasting legacy for their family. Burkholder Wealth Management has the expertise, experience, and resources to help you create a comprehensive financial plan designed to last a lifetime.
Many people struggle to separate their emotions from investing. Markets go up and down. Reacting to current market conditions may lead to making poor investment decisions. We can help guide you through market fluctuation to stay on the path.
We have a comprehensive team that can help you look beyond the news headlines and focus on what you can control. The stock market is there to work for you. People expect a positive return on the capital they supply, and historically, the equity and bond markets have provided growth of wealth that has more than offset inflation. You never know which market segments will outperform from year to year. By holding a globally diversified portfolio, investors are well positioned to seek returns wherever they occur.