You Know You're Getting Old When You

Growing older is something everyone must face, even if it's only one day at a time. But what is old, and how do you know when you get there? One way is when you get a notice that you have reached the year of your 70th birthday and must begin

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Take Early Withdrawals Penalty-Free

Is 60 the new 40? People today live longer than they did in earlier times and stay more active later in life. But the tax law provisions based on age, especially those relating to employer retirement plans and IRAs, haven't changed. In other words, regardless of your lifestyle, the magic

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Turning Up The HEET For Education

Are you looking to help finance the cost of your grandchildren's college education or medical expenses? There are many possible ways to go about that, including contributing to a Section 529 college savings plan for them or simply paying their health costs. But one increasingly popular method is to use

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Compare Minor's Account To 529 Plan

Until the Section 529 college savings plan came along, parents looking ahead to the high cost of college for their children often set up accounts under their states' Uniform Gifts to Minors Act (UGMA) or Uniform Transfers to Minors Act (UTMA). But the broad benefits of 529 plans have made

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Top Court Mandates 401(k) Fee Duty

Are you being charged more than you should be for management fees in your 401(k) account? The U.S. Supreme Court thinks you might be. In a landmark ruling, the nation's top court says employers have a continuing duty to monitor the fees paid by participants in 401(k) plans (Tibble v.

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Make Sure That You Comply With All

If you are retired and in your 70s or older, you're generally required to withdraw money from your employer-sponsored retirement plans and traditional IRAs every year whether you want to or not. Under IRS rules for "required minimum distributions" (RMDs), you must take a withdrawal each and every year for

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8 Tax Strategies For Low-Basis Investors

Are you holding securities whose price has appreciated a lot since you bought them? The problem, of course, is that when you sell such "low basis" shares you'll realize a big capital gain and be taxed on it. But several investment techniques are available that may help you avoid dire

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Seeking Financial Aid: Don't Fear The FAFSA

Saving money to pay for college is a daunting proposition even if you're reasonably well off financially. With tuition increases continuing to outpace the overall inflation rate year after year, parents may be hard pressed to come up with all of the funds needed to finance a child's higher education.

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Welcome to BURT Wealth Advisors

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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  • Wall Street's Anachronistic Ways In The Internet Age
    Are Market "Killers" Threatening The Long Bull Market?
    Will Record Profit Margins Upend The Bull Market?
    The Long-Term Fiscal Outlook For The United States
    Wall Street's Dismal Track Record
    Earnings Versus Stock Prices
    Retirement Income Report

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  • Wall Street's Anachronistic Ways In The Internet Age
    Are Market "Killers" Threatening The Long Bull Market?
    Will Record Profit Margins Upend The Bull Market?
    The Long-Term Fiscal Outlook For The United States
    Wall Street's Dismal Track Record
    Earnings Versus Stock Prices
    Retirement Income Report

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Call Us: 301-770-9880

Email: info@burtwealth.com

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