Burkholder Wealth Management Email Format

Financial ServicesOklahoma, United States2-10 Employees

Burkholder Wealth Management is a small financial services firm based in Tulsa, Oklahoma, founded in 2019. It prioritizes personalized wealth management over a volume-driven approach, relying on thorough analysis and cross-domain coordination to shape each client's strategy. To preserve depth of expertise, no advisor at the firm serves more than 100 clients by design. 

The firm targets clients who want a customized, comprehensive wealth plan, particularly those with complex planning needs. Its service model integrates portfolio management with tax planning, retirement planning, wealth transfer, business planning, and executive benefits to form a cohesive plan. Within the financial services industry, it operates as a small, client-focused alternative to larger, high-volume advisory platforms, based in Tulsa.

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