Navigating Tax Complexity Made Easy
Forward-thinking, long-term tax strategies crafted by our CFA Charterholder, Eric Burkholder.
- Comprehensive strategies & advanced tax planning software
- Actively managing portfolios for maximum returns
- Efficient tax filing strategies
- Integrated planning with CPAs, attorneys, advisors & insurance agents
Voted Tulsa’s Best Financial Advisors (2025)” by Expertise.com. This rating was awarded in January 2025 and reflects data collected in 2024. Burkholder Wealth Management did not provide any compensation to be considered for this award. For information on the evaluation criteria, visit Expertise.com.
Voted Tulsa’s Best Financial Advisors (2025)” by Expertise.com. This rating was awarded in January 2025 and reflects data collected in 2024. Burkholder Wealth Management did not provide any compensation to be considered for this award. For information on the evaluation criteria, visit Expertise.com.
The Importance of Consulting an Advisor for Tax Planning
At Burkholder Wealth Management, our expert tax planning services minimize liabilities and maximize gains. With years of experience, we tailor personalized solutions to help you achieve your financial goals. From individual to business tax planning, we help you keep more of your money while staying tax-compliant.
The Tax Planning Process
1. Review
The first step in tax planning is to review your current tax situation to identify tax savings opportunities specific to your situation.
2. Create a long term strategy
Proper tax strategy is not solely focused on next year’s tax liability. BWM works with each client to minimize taxes over the long term.
3. Implementation
Once a strategy is created, BWM takes the lead to ensure the plan is implemented taking the stress of tax planning off our clients plate.
4. Follow Up and Monitoring
Tax laws and client circumstances are constantly changing. What works now, might not in the future. BWM continually monitors tax laws and proactive looks to make changes when needed.
We’ve successfully helped hundreds of individuals and businesses grow wealth and achieve their financial goals.
Our team of experts will work with you to develop a comprehensive financial plan that takes into account your unique goals, risk tolerance, and financial situation. We then use smart, disciplined investment strategies to help you grow your wealth and achieve your goals.
John Wilson
“I got involved with Eric after I met my now wife who has been her investment guy for about 5 years. Eric is very professional and has a system that is tailored to the individual. When you contact him he is very responsive in getting you the information you desire in a timely fashion. Overall I’m very pleased with the advice and plan he has laid out for me.”
Ross Cunningham
“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!”
David Rose
“The business is responsive to the individuals financial goals and needs. They never fail to advise of market trends to obtain my goals. When I need to have assistance with tax information they always give me the details needed for my accountant. I recommend this firm to anyone that is wanting to grow their portfolio. Mr. Burkholder will become your friend and advisor that is trustworthy and works in the interest of the client instead of his interest.”
Margaret Coffee
“Eric and his team have been very helpful in helping us deal with our financial questions since we moved to this part of the state. They have met with me several times and helped over the phone, as well as through email. They are very professional and truly care about helping and answering ALL my questions.”
These reviews are provided by individuals who may be current clients of Burkholder Wealth Management. No cash or non-cash compensation was provided for these reviews. There are no known material conflicts of interest associated with these reviewers. Reviews are independently posted on Google and reflect individual experiences that may not be representative of all clients. Burkholder Wealth Management has not paid to obtain or promote these reviews.(Reviews are hosted and tabulated by Google, a third-party website. Dates shown reflect when each review was posted.)
Who We Are
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.
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.
Transform Your Financial Future
Take the first step towards achieving your financial goals with Burkholder Wealth Management’s comprehensive team of experts. Contact us today to learn how we can help you with customized, holistic financial planning that fits your unique needs.
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 to pursue his vision of creating the ultimate client experience. Eric earned a Master of Science in Finance from the University of Tulsa. While playing soccer at TU, he was named a two-time ESPN Academic All-America. He holds the prestigious Chartered Financial Analyst (CFA) designation. Eric lives in Tulsa with his wife, Yelena, and their three children: Emma, Luca, and Killian.
Joseph Hanson, JD
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.
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.
Christina Moore
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.