Burkholder Wealth Management Employee Directory

Q: What is Burkholder Wealth Management known for?

Burkholder Wealth Management was founded in 2019. Burkholder Wealth Management operates in the Financial Services industry.

Q: How many employees does Burkholder Wealth Management have currently?

Burkholder Wealth Management has approximately 5 employees.

Financial ServicesUnited States2-10 Employees

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!

BWM is structured to focus on "Value" over "Volume."  At Burkhlder Wealth Mangement no advisor serves more than 100 clients by design.  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 approach to wealth management or have complex planning needs.  Proper Wealth Management 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.

Find Burkholder Wealth Management employees' phone numbers or email addresses

Burkholder Wealth Management Global Highlights

North America
5

United States Of America
5

Burkholder Wealth Management's Leadership

E. B.
Founder And Wealth Manager
Mobile Phone
Email
C. G.
Director Of Client Service And Operations
Mobile Phone
Email
J. H.
Senior Advisor & Attorney
Mobile Phone
Email

Contact profiles from Burkholder Wealth Management

Name

Title

Contact Info

Location

Last Update

E. B.
Founder And Wealth Manager
Mobile Phone
Email
United StatesOklahoma
Oct 18, 2025
C. G.
Director Of Client Service And Operations
Mobile Phone
Email
United StatesOklahoma
Oct 22, 2024
J. H.
Senior Advisor & Attorney
Mobile Phone
Email
United StatesOklahoma
Sep 10, 2025

Frequently Asked Questions

What is Burkholder Wealth Management known for?

Burkholder Wealth Management was founded in 2019 operates in the Financial Services industry. The company's main headquarters is located in 5014 E 101st St S, Suite 200 Tulsa, Oklahoma 74137, US. Explore Burkholder Wealth Management's company overview page for more information.

What is Burkholder Wealth Management's most common email format?

Burkholder Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Burkholder Wealth Management email formats with LeadIQ.

How many employees does Burkholder Wealth Management have currently?

Burkholder Wealth Management has approximately 5 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Burkholder Wealth Management's key employees and leadership?

As of December 2025, Burkholder Wealth Management's key employees include:

Founder And Wealth Manager: E. B.
Director Of Client Service And Operations: C. G.
Senior Advisor & Attorney: J. H.

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