Todd Growney, Cfp®

Todd Growney, Cfp® Email and Phone Number

Private Wealth Manager (Acquired by Creative Planning, November 2025) @ Creative Planning
Rockville, MD, US
Todd Growney, Cfp®'s Location
Rockville, Maryland, United States, United States
Todd Growney, Cfp®'s Contact Details

Todd Growney, Cfp® work email

Todd Growney, Cfp® personal email

n/a
About Todd Growney, Cfp®

Todd Growney is Vice President, Financial Advisor and Investment Committee Member at Burt Wealth Advisors, an independent, boutique wealth-management firm serving the Baltimore-Washington Metro area. Todd is dedicated to developing lasting client relationships rooted in trust, integrity, mutual respect and exceptional service. As a CERTIFIED FINANCIAL PLANNER™ with over 19 years of experience in the financial services industry, he takes particular care to listen to his customers’ needs and to partner with them to create custom comprehensive wealth management plans built to improve their financial lives.Todd and his firm are committed to creating “living documents” that are flexible enough to meet unexpected challenges yet disciplined enough to maintain their long-term vision. He serves as Investment Committee member 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 and informed every step of the way. For over 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. Burt Wealth Advisors 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, tgrowney@burtwealth.com or www.burtwealth.com

Todd Growney, Cfp®'s Current Company Details
Creative Planning

Creative Planning

View
Private Wealth Manager (Acquired by Creative Planning, November 2025)
Rockville, MD, US
Employees:
1946
Todd Growney, Cfp® Work Experience Details
  • Creative Planning
    Private Wealth Manager (Acquired By Creative Planning, November 2025)
    Creative Planning
    Rockville, Md, Us
  • Burt Wealth Advisors
    Vice President, Financial Advisor, Investment Committee Member
    Burt Wealth Advisors 2004 - Present
    Rockville,Md
    Burt Wealth Advisors offers a comprehensive range of wealth-management services aimed at simplifying clients' financial lives and providing peace of mind. From prudent and sophisticated financial, estate & tax planning to investment portfolio construction & management, BWA specializes in being a single source of advice for all financial concerns.
  • Charles Schwab
    Investment Specialist
    Charles Schwab 1997 - 2004
    For the majority of his tenure, Todd was an Investment Specialist, providing sound advice on a variety of portfolio and financial planning issues ranging from education & retirement planning to portfolio management & estate distributions. Prior to that position, he spent time on the trading & customer service desks and conducted seminars on retirement planning, trading & estate planning.

Todd Growney, Cfp® Skills

Asset Allocation Bonds Certified Financial Planner Client Relations Cost Benefit Customer Focused Service Financial Advisory Financial Analysis Financial Markets Financial Planning Financial Services Fixed Income Strategies Investment Advisory Investment Management Long Term Care Insurance Long Term Financial Planning Market Analysis Money Management Money Market Mutual Funds Portfolio Management Retirement Planning Retirement Investment Strategy Registered Investment Advisor Ria Stock Market Analysis Wealth Accumulation Wealth Management Services Wealth Preservation Planning Finance Wealth Management

Todd Growney, Cfp® Education Details

Frequently Asked Questions about Todd Growney, Cfp®

What company does Todd Growney, Cfp® work for?

Todd Growney, Cfp® works for Creative Planning

What is Todd Growney, Cfp®'s role at the current company?

Todd Growney, Cfp®'s current role is Private Wealth Manager (Acquired by Creative Planning, November 2025).

What is Todd Growney, Cfp®'s email address?

Todd Growney, Cfp®'s email address is tg****@****lth.com

What schools did Todd Growney, Cfp® attend?

Todd Growney, Cfp® attended Shippensburg University Of Pennsylvania.

What are some of Todd Growney, Cfp®'s interests?

Todd Growney, Cfp® has interest in Economic Empowerment.

What skills is Todd Growney, Cfp® known for?

Todd Growney, Cfp® has skills like Asset Allocation, Bonds, Certified Financial Planner, Client Relations, Cost Benefit, Customer Focused Service, Financial Advisory, Financial Analysis, Financial Markets, Financial Planning, Financial Services, Fixed Income Strategies.

Who are Todd Growney, Cfp®'s colleagues?

Todd Growney, Cfp®'s colleagues are Megan Uphold, Cfp®, Liam Terry, Jason Phan, Cfp®, Mikayla Lowman, Cfp®, Adam Pyle, Tyler Maddox, Pam Raffaele.

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