Burt Wealth Advisors has provided comprehensive wealth management services for more than 25 years. We have succeeded and grown due to the emphasis we place on building 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. In addition, we often work with our clients’ other professional advisors and may recommend strategic partners for specialized support in order to design a holistic plan.

Our average client tenure is about a decade, though many individuals, families, and institutions have been working with us for much longer. We believe their commitment to us is a direct result of our outstanding client service, disciplined investment approach, and experience in managing wealth in different market cycles. We have a low client-to-planner ratio of about 55 to 1, meaning that each client’s portfolio gets highly personalized service and attention. When you call or e-mail us, you can expect a prompt response.