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.
View Top Employees from Burt Wealth AdvisorsWebsite | http://burtwealthadvisors.com/ |
Employees | 13 (13 on RocketReach) |
Founded | 1985 |
Address | 6010 Executive Blvd, Rockville, Maryland 20852, US |
Industry | Investment Management, Financial Planning, Retirement Planning, Estate Planning, Tax Planning, Education Planning, Asset Allocation, Investment Research |
Web Rank | 16 Million |
Keywords | Burt Wealth Advisors |
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13 people are employed at Burt Wealth Advisors.
Burt Wealth Advisors is based in Rockville, Maryland.