Burt Wealth Advisors

www.burtwealthadvisors.com

For more than 25 years, Burt Wealth Advisors has served as a trusted partner of high net worth individuals and families wishing to protect and grow their assets. We pride ourselves on our individualized approach to asset management as well as our commitment to putting our clients’ interests first and foremost. We take an objective and proactive approach, bringing proven expertise to bear on every aspect of a client’s wealth from accumulation and growth through preservation and distribution. Since our founding in 1985, the firm has been managing money for individuals, families, trusts, and corporations. We currently manage over $500 million in assets. We hope to use Linkedin as an opportunity to provide timely and informative content regarding investment management and financial planning.

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For more than 25 years, Burt Wealth Advisors has served as a trusted partner of high net worth individuals and families wishing to protect and grow their assets. We pride ourselves on our individualized approach to asset management as well as our commitment to putting our clients’ interests first and foremost. We take an objective and proactive approach, bringing proven expertise to bear on every aspect of a client’s wealth from accumulation and growth through preservation and distribution. Since our founding in 1985, the firm has been managing money for individuals, families, trusts, and corporations. We currently manage over $500 million in assets. We hope to use Linkedin as an opportunity to provide timely and informative content regarding investment management and financial planning.

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Country

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State

Maryland

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City (Headquarters)

Rockville

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Employees

11-50

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Founded

1985

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Vice President , Financial Advisor , Investment Committee Member

    Email ****** @****.com
    Phone (***) ****-****
  • Executive Vice President , Financial Advisor , Investment Committee Member

    Email ****** @****.com
    Phone (***) ****-****
  • President and Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Associate Financial Planner

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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