Fred Cornelius, Cfa, Cfp® Email & Phone Number

Fred Cornelius is President & CEO, Financial Advisor, Investment Committee Member at Burt Wealth Advisors, an independent, boutique wealth management firm serving the Baltimore-Washington Metro area. As both a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst Charterholder, Fred is highly qualified to address both financial planning as well as investment management needs. With over 25 years of experience, Fred is a leader in the financial industry, having served on multiple Boards of Directors and recognized by several industry publications as a top financial professional. Fred and his firm help clients create custom comprehensive wealth management plans built to improve a client’s financial life. He is committed to creating “living documents” that are flexible enough to meet unexpected challenges yet disciplined enough to maintain their long-term vision. As such, Fred serves as Investment Committee leader at BWA, which means he is intimately involved with his team to think innovatively on his clients’ behalf. His firm’s forward-thinking research & analysis leads to informed recommendations and creative strategy solutions in which clients are involved every step of the way. As owner of BWA, Fred is dedicated to developing lasting client relationships rooted in trust, integrity, respect & exceptional service. BWA is a fee-only, Registered Investment Advisor. Their Fiduciary responsibility ensures that clients’ interests come first and there will never be a conflict of interest when making a recommendation. Custom Wealth Management Plans: Financial Planning for Retirement/Tax Reduction/Businesses/Education FundingEstate PlanningWealth Management Investment/Tax StrategiesCharitable PlanningInvestment Strategies for WomenClients: high net worth individuals, business owners, professionals, pre-retirees, retirees, corporate executives, divorcées, widowsContact Info: 301-770-9880, fcornelius@burtwealth.com or www.burtwealth.com

Listed skills include Investment Advisory, Investments, Asset Allocation, Asset Management, and 34 others.