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. Burt Wealth Advisors is a fee-only, Registered Investment Advisor. Our fiduciary responsibility requires that clients come first. Our team of lead advisors each have from 15 to over 25 years of experience helping clients.
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.
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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