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Burkholder Wealth Management

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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 glob

Headquarters:
5014 East 101st Street South, Tulsa, Oklahoma, United States, 74137
Industry:
Financial Services
Founded:
2019
Employees:
1
Annual Revenue:
-
Type: Private
Ticker: -
United States 1

Frequently asked questions about Burkholder Wealth Management

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Where is Burkholder Wealth Management located?

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Burkholder Wealth Management's headquarters is located at 5014 East 101st Street South, Tulsa, Oklahoma, United States, 74137

What is Burkholder Wealth Management's official website?

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Burkholder Wealth Management's official website is burkholderwm.com

How many employees does Burkholder Wealth Management have?

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Burkholder Wealth Management has 1 employee

What industry does Burkholder Wealth Management belong to?

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Burkholder Wealth Management is in the industry of: Financial Services

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Burkholder Wealth Management Linkedin page

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