Burkholder Wealth Management (BWM) is a Tulsa-based financial advisory firm founded in 2019 by Eric Burkholder, CFA, specializing in personalized wealth management for business owners, executives, family offices, and retirees. The firm offers a wide range of services including investment management, retirement and estate planning, tax strategies, and business succession planning. With a commitment to maintaining a low client-to-advisor ratio, BWM ensures high-touch service and tailored financial solutions. Their team includes professionals with expertise in law, tax, and finance, and they operate under a fiduciary standard with a focus on disciplined investment analysis and transparency.