Despite The Washington Sideshow, Stocks Closed At A New All-Time High

While the sideshow in Washington dominated the world stage again for yet another week, the economy deserves rave reviews.

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Passing Down IRA Assets? Clue In Family Members

Do you have substantial assets in your IRAs? It's important to be smart about beneficiary designations, and maximizing tax benefits, while avoiding potential pitfalls. But it's also essential not just to fill out all of the paperwork and forget about it. Instead, take the time to discuss your plans with

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One Last Shot At A Tax Exemption

Did your child graduate from college or graduate school this spring? If that's the case, this may be the last year you will be able to claim a dependency exemption for that son or daughter. But even then, you need to be careful to observe all of the tax rules

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Taking Socially Responsible Investing To The Next Level

Socially responsible investing has come a long way over the past decade. It used to be viewed as a way for relatively small numbers of investors to divest themselves of stocks in industries whose practices they opposed. Tobacco, alcohol, and gambling companies were common targets. Now, this approach has broadened

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Should You Fly Solo In Your Own 401(k) Plan?

Do you own and operate a small business? Although your equity in the company could help finance your retirement someday, it's also important to put money in a retirement account, just as you would if you worked for someone else. There are several kinds of tax-advantaged accounts for you to

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Intelligent Advice and Great Service

Welcome to Burt Wealth Advisors.   We are an independent, boutique wealth management firm based in Rockville, MD.  We have been serving the greater Baltimore-Washington Metro area for over 25 years, including Montgomery County and Fairfax, Arlington and Howard counties.

The cornerstone of our service includes prudent and professional investment management and a majority of our clients came to us exclusively for this service. However, we also offer quality financial planning and our most successful client relationships take advantage of both services.  At Burt Wealth Advisors, we help clients create an investment plan and financial plan flexible enough to meet unexpected challenges - yet disciplined enough to maintain their long-term vision for the future.

We employ a conservative, balanced, and disciplined approach to investing that aims to help you meet your goals while minimizing your risk. We believe that the best way to achieve this outcome is to make sure that your portfolio reflects the right mix of asset classes as well as the optimal selection of individual securities. Four main tenets underpin our investment approach: personalized service, disciplined portfolio construction, rigorous oversight, and detailed reporting.

A financial plan can cover a wide range of goals: a child’s education, a secure, comfortable retirement, and the ability to take advantage of opportunities when they arise.  Or, the financial plan can cover a single specific goal; caring for a parent or a child with special needs, or managing investments in private businesses alongside a portfolio of securities.

The key is a plan that is a living document which everyone understands and commits to making come true. That’s where we come in.  We share a mutual commitment to keep the plan updated and our clients informed about changes and their options.  Clients can always expect us to:

  • Treat them with respect, honesty, and integrity
  • Work as a financial coach and quarterback
  • Put their interests first – Always.
  • Educate them to ensure comfort with each of our recommendations

Not everyone needs a comprehensive financial plan; many people we work with prefer to get advice on a single financial issue initially and then later explore a comprehensive financial plan. We devise such “focused financial plans” when appropriate, always reminding clients that the only way to realistically expect to retire comfortably, support your children’s educational needs, or achieve your other financial goals is with a comprehensive process for managing financial affairs.

While a financial plan in and of itself does not assure you will achieve all of your goals, it does allow you to gauge whether you’re on track and what steps you need to take.

Burt Wealth Advisors is a fee-only, Registered Investment Advisor.  Our fiduciary responsibility ensures that clients come first and there will never be a conflict of interest when we make a recommendation.  Our team of lead advisors each have from 15 to over 25 years of experience helping clients.  To see how we can help you improve your financial outlook, please contact us to set up a no-obligation consultation.

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  • Assessing US Stock Performance Amid More Positive Economic News

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Call Us: 301-770-9880

Email: info@burtwealth.com

Burt Wealth Advisors
6010 Executive Blvd., Suite 900
Rockville, Maryland 20852 -

 

 

 

 

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