About us
For more than 25 years, Burt Wealth Advisors has served as a trusted partner of high net worth individuals and families wishing to protect and grow their assets. We pride ourselves on our individualized approach to asset management as well as our commitment to putting our clients’ interests first and foremost. We take an objective and proactive approach, bringing proven expertise to bear on every aspect of a client’s wealth from accumulation and growth through preservation and distribution. Since our founding in 1985, the firm has been managing money for individuals, families, trusts, and corporations. We currently manage over $500 million in assets. We hope to use Linkedin as an opportunity to provide timely and informative content regarding investment management and financial planning.
- Website
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http://burtwealthadvisors.com/
External link for Burt Wealth Advisors
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Rockville, MD
- Type
- Privately Held
- Founded
- 1985
- Specialties
- Investment Management, Financial Planning, Retirement Planning, Estate Planning, Tax Planning, Education Planning, Asset Allocation, and Investment Research
Locations
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Primary
Get directions
6010 Executive Blvd
Rockville, MD 20852, US
Employees at Burt Wealth Advisors
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Brendan Feury, CFA
Investment & Portfolio Strategist at Burt Wealth Advisors | Strategically & Tactically Developing Client Portfolios
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Maria Cornelius, CFP®
Wealth Management Expert & Exec. VP at Burt Wealth Advisors | Improving Clients' Financial Lives | Washington DC Metro
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Todd Growney, CFP®
Wealth Management Expert & VP at Burt Wealth Advisors | Improving Clients' Financial Lives | Baltimore-Washington Metro
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Sophie Leahy, CFP®
Financial Advisor at Burt Wealth Advisors