Award winning wealth management.

*Top Financial Advisor in D.C, Maryland & Virginia (Tri-State)

2017-2023

*Washiningtonian Magazine’s Top Financial Advisors

2020-2023

*AdvisoryHQ - 12 Best Financial Advisors in D.C., Maryland, and Virginia (Tri-State Area)

2021-2020,2023

Insights

Blog
Important Steps to Protect Yourself from Fraud
Important Steps to Protect Yourself from Fraud

Implementing strong security measures, such as two-factor authentication and regular account monitoring, is essential for safeguarding against financial fraud. Staying informed about common scams and suspicious activities can further enhance your ability to detect and prevent potential threats.

Read More →
Election Concerns? Portfolio Management Memo
Election Concerns? Portfolio Management Memo

As the 2024 U.S. presidential election approaches, many investors are worried about the impact that politics might have on their portfolios

Read More →
S&P 500 Closes Above 5000; First Time Ever
S&P 500 Closes Above 5000; First Time Ever

Stocks have been repeatedly breaking records since early January, as economic data has continued to beat expectations, extending a trend that began in 2023.

Read More →
The Conference Board Backs Off Its Recession Forecast
The Conference Board Backs Off Its Recession Forecast

The Conference Board (TCB), the big business think tank that maintains the U.S. Index of Leading Economic Indicators (LEI), backed off its prediction for a recession in 2024.

Read More →

2015-2023

For the ninth year in a row, advisors at Burt Wealth have been honored with the *Five Star Wealth Manager Award.

Let’s Have a Conversation