Burt Wealth Advisors, located in Rockville, MD, a suburb of the DC Metro area, is a trusted partner of high net worth individuals, families, and business owners wishing to protect and grow their assets across generations. Our commitment to our clients’ financial success includes building a trusting, long-term relationship based on education, communication, objectivity, and proactive service.
These are the attributes clients tell us over and over again that makes them glad they chose to work with Burt Wealth Advisors:
We are an independent, fee-only, Registered Investment Advisor; free to find the best offerings to meet your goals and objectives. There isn’t a parent company with corporate policies to get in the way, and we are not required to sell proprietary products, fill sales production quotas, or juggle other conflicts of interest that might influence the best advice for you.
Independent doesn’t mean alone - we invest with some of the most prominent institutional investment managers in the world, giving you access to the best investment management and services available today.
At Burt Wealth Advisors, our clients always know where they stand and receive as much information as needed to keep them informed about their investments:
- Quarterly performance reports
- Regular meetings ensure the portfolio is on-track to meet a client’s long-term financial goals
- Annual comprehensive review of the structure of a client’s portfolio
- Quarterly newsletters and email newsletters provide information on new financial strategies, updates on the markets, and planning ideas
- Freedom to call or email anytime with a question or concern
In a world in which cyber-attacks and geo-politics can overtake economic fundamentals temporarily at any time, now more than ever, it is critical for our clients to know what’s happening with their money and that it’s being properly invested to realize their needs and goals.
Burt Wealth Advisors is a Registered Investment Advisor (RIA) with the U.S. Securities and Exchange Commission and regulated by the Investment Advisers Act of 1940. We are Fiduciaries; always putting the interests of the client ahead of the interests of the firm, or the advisor, or anyone else – a higher standard that is not found everywhere.
We are very serious about our role as fiduciaries, and are proud to wholeheartedly embrace the obligation to always put a client’s needs first.
Since our founding in 1985 by Dr. Marvin Burt, the firm has been providing comprehensive wealth management for individuals, families, trusts, and companies throughout the Baltimore-Washington area.
The lead advisors on a client’s team all have between 15 and 25-plus years of experience as Certified Financial Planner (CFP®) professionals working in the financial services industry.
This deep bench of talent, experience, and our team approach to working with clients means we can combine prudent and proven investment strategies with insightful problem-solving and a strong network of resources to help our clients meet their goals.