Burt Wealth Advisors
www.burtwealthadvisors.comFor 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.
Read moreFor 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.
Read moreCountry
State
Maryland
City (Headquarters)
Rockville
Industry
Employees
11-50
Founded
1985
Estimated Revenue
$1,000,000 to $5,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Vice President , Financial Advisor , Investment Committee Member
Email ****** @****.comPhone (***) ****-****Executive Vice President , Financial Advisor , Investment Committee Member
Email ****** @****.comPhone (***) ****-****President and Chief Executive Officer
Email ****** @****.comPhone (***) ****-****Associate Financial Planner
Email ****** @****.comPhone (***) ****-****
Technologies
(13)