Burkholder Wealth Management
Financial Services, 5014 E 101st St S, Tulsa, Oklahoma, 74137, United States, 1-10 Employees
Phone Number: 91********
Who is BURKHOLDER WEALTH MANAGEMENT
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 ...
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Headquarters: 5014 E 101st St S, Tulsa, Oklahoma, 74137, United States
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Date Founded: 2019
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Employees: 1-10
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Revenue: $1 Million to $5 Million
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Active Tech Stack: See technologies
Industry: Financial Services
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Frequently Asked Questions Regarding Burkholder Wealth Management
Answer: Burkholder Wealth Management's headquarters are located at 5014 E 101st St S, Tulsa, Oklahoma, 74137, United States
Answer: Burkholder Wealth Management's phone number is 91********
Answer: Burkholder Wealth Management's official website is https://burkholderwm.com
Answer: Burkholder Wealth Management's revenue is $1 Million to $5 Million
Answer: Burkholder Wealth Management has 1-10 employees
Answer: Burkholder Wealth Management is in Financial Services
Answer: Burkholder Wealth Management contact info: Phone number: 91******** Website: https://burkholderwm.com
Answer: 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.
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