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  • Rooted in Tradition, Growing through Success

    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.

  • Investment Management
    and Simplification

    Burt Wealth Advisors recognizes that a cohesive wealth management strategy can provide clients with peace of mind, increase the likelihood of investment and retirement success, and reduce the cost of investing.

  • Coordinating a Family Business
    with Financial Planning

    Burt Wealth Advisors can provide tax analysis and coordinate other financial and retirement planning strategies to help clients create an overall wealth management plan.

  • Tax and Retirement Planning
    for an Entrepreneur

    Burt Wealth Advisors understands how tax credits can help save on income taxes, enabling a client to use cash flow to fund other wealth objectives.

  • Estate Planning Due
    to a Tax Law Change

    Burt Wealth Advisors has an expertise in estate planning, including estate tax laws, and can determine the optimal way to structure estates.

    Welcome to BURT Wealth Advisors

    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.

    Burt Wealth Advisors Ranks 4th in the Top 100 Wealth Management Firms on CNBC

    » Click here to learn more.

    In The News

    Burt Wealth Advisors and its team of financial professionals are often singled out as leaders in the financial service industry.

    Recently, The Wall Street Journal featured Fred Cornelius' thoughts on return vs. risk. Read More

    Commentary

    While the U.S. took the first step in avoiding the year-end “fiscal cliff,” we anticipate contentious debates regarding the debt ceiling and mandatory spending cuts. The reality is that very little was actually...
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    Capabilities

    The growth and success of our firm is dependent upon the growth and success of our client relationships. We work closely with our clients to understand their near- and long-term goals in order to create an integrated wealth plan that is highly personalized.
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    Who We Are

    We are a team of highly regarded financial service professionals that believes our No. 1 priority is to help our clients fulfill their goals. We take pride in our individualized approach to asset management and our commitment to putting our clients’ interests first and foremost.
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