Building Wealth
Protecting Wealth
Asset Accumulation
As a financial advisor with Burkholder Wealth Management we make sure that your financial life is in one place and is all working to accomplish your plans……
Tax Efficiency
We can help you keep more of the money you earn in your own pocket through strategic Income and estate tax planning…..
Asset Protection
We use a strategic combination of legal entities and Trusts to help you protect the assets and wealth you have spent your working life accumulating …..
Founder
Joseph is a Senior Wealth Advisor with Burkholder Wealth Management, an Attorney, and Enrolled Agent, he has also earned his Series 7 and Series 66 licenses through FINRA. He has taught courses in personal financial planning as a professor in the college of business at ORU and presents as an expert on tax and estate planning to other professionals through continuing education courses. He works as an advisor to financial professionals and attorneys to develop wealth protection & growth strategies for their clients involving: tax implications from settlements, dissolution of partnerships, dissolution of marriage, creditor workouts, entity formation tax consequences, wealth transfer tax avoidance, and more. He has crafted a niche working with families finances in the Tulsa, Oklahoma Area
Tulsa Financial Planning Attorney
Joseph is a Senior Wealth Advisor with Burkholder Wealth Management, Attorney, and Enrolled Agent licensed to practice tax before the IRS, he has also earned his Series 7 and Series 66 licenses through FINRA. He has taught as a professor in the college of business at ORU and presents as an expert on tax and estate planning to other professionals through continuing education courses. He works as an advisor to financial professionals and attorneys to develop wealth protection & growth strategies for their clients involving: tax implications from settlements, dissolution of partnerships, dissolution of marriage, entity formation tax consequences, wealth transfer tax avoidance and more.