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Burkholder Wealth Management
Building and Preserving Wealth | Burkholder Wealth Management (BWM) was founded in 2019 to serve clients in a deeper way than traditional financial planning.
Burkholder Wealth Management
Building and Preserving Wealth | Burkholder Wealth Management (BWM) was founded in 2019 to serve clients in a deeper way than traditional financial planning. With the advancement of portfolio management software and fee compression industry wide, many advisors are taking the "volume" approach to financial planning. They may use terms like "niche" and "specialized" in their marketing, but the truth is the average lead advisor serves over 100 clients, and some north of 200!
General information
Firm type
Bank / Wealth / Trust
Year founded
2023
Location
Region
North America
Country
United States
City
Tulsa
Corporate office
Tulsa, OK, United States
Frequently asked questions
What services does Burkholder Wealth Management offer?
Burkholder provides financial planning, investment management, and tax strategy services. The firm structures engagements around a planning-first model, using separately managed accounts and customized portfolios to implement client allocations. The practice focuses on retirement income planning and intergenerational wealth transfer.
Is Burkholder Wealth Management affiliated with a bank or national brokerage?
No. Burkholder operates as an independent wealth management practice based in Tulsa, Oklahoma. This independence distinguishes it from the bank trust departments and national wirehouse-affiliated advisory teams that compete in the same regional market.
What geographic region does Burkholder Wealth Management serve?
The firm's client base is concentrated in northeastern Oklahoma, primarily in the Tulsa metropolitan area. There is no public record of additional offices or an expansion beyond this regional footprint.
Does Burkholder Wealth Management disclose its assets under management?
No. Burkholder does not publicly report AUM, headcount, or other scale metrics. The practice is privately held and does not appear in industry databases that track advisory-firm AUM disclosures.
What is Burkholder Wealth Management's approach to tax strategy?
The firm integrates tax-aware planning into its client engagements, with emphasis on tax-efficient withdrawal sequencing, retirement income planning, and wealth transfer structuring. This places tax strategy as a pillar alongside financial planning and investment management rather than an outsourced afterthought.
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