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.
Company Details
- Employees
- 11
- Founded
- -
- Address
- 6010 Executive Blvd, Rockville,md 20852,united States
- Phone
- 301-770-9880
- in****@****lth.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- burtwealthadvisors.com
- Keywords
- Investment Management, Financial Planning, Retirement Planning, Estate Planning, Tax Planning, Education Planning, Asset Allocation, Investment Research.
- HQ
- Rockville, MD
Burt Wealth Advisors Questions
Burt Wealth Advisors's helpline number is 301-770-9880
Burt Wealth Advisors's website is burtwealthadvisors.com
Burt Wealth Advisors's LinkedIn profile is https://www.linkedin.com/company/burt-wealth-advisors
Burt Wealth Advisors has
11 employees.
View email and phone details for 11
employees at Burt Wealth Advisors.
Burt Wealth Advisors's industry is
Investment Management
Burt Wealth Advisors's top competitors are
Covenant Asset Management,
The Boston Family Office,
Cfs Investment Advisory Services,
Reframe Wealth,
Auctus Wealth Management,
Slover & Loftus, Llp,
Mid Florida Credit Union,
Oakmont Capital Management, Llc,
Dowd Scheffel Pllc,
Beacon Financial Group.
Burt Wealth Advisors's support email address is info@burtwealth.com
Burt Wealth Advisors's categories are Investment Management
Burt Wealth Advisors's founding year is 1985
