BURT WEALTH ADVISORS
Burt Wealth Advisors is an independent, boutique wealth management firm based in Rockville, MD.
BURT WEALTH ADVISORS
Social Links:
Industry:
Asset Management Financial Services Retirement Wealth Management
Founded:
1985-01-01
Address:
Bethesda, Maryland, United States
Country:
United States
Website Url:
http://www.burtwealth.com
Total Employee:
11+
Status:
Active
Contact:
301-770-9880
Email Addresses:
[email protected]
Technology used in webpage:
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Current Employees Featured
Official Site Inspections
http://www.burtwealth.com
- Host name: 198.49.23.145
- IP address: 198.49.23.145
- Location: New York United States
- Latitude: 40.7157
- Longitude: -74
- Metro Code: 501
- Timezone: America/New_York
- Postal: 10013
More informations about "Burt Wealth Advisors"
ABOUT — Burt Wealth Advisors
Call us: (301) 770-9880 Email: [email protected] Address: 6116 Executive Blvd #500 North Bethesda, MD 20852See details»
FRED CORNELIUS — Burt Wealth Advisors
Fred was a former board member of the Suburban Maryland Estate Planning Council, an organization of estate planning professionals. He is also a member of CFA® Institute, CFA® …See details»
Fred Cornelius, CFA, CFP® - President & CEO - LinkedIn
The Estate Planning Council of Montgomery County, Maryland, Inc. is an interdisciplinary organization established for professionals involved in estate planning that provides its …See details»
Burt Wealth Advisors - Crunchbase Company Profile & Funding
Organization. Burt Wealth Advisors . Connect to CRM . Save . Summary. People. Technology. Signals & News. Similar Companies. ... Contact Email [email protected]; Phone Number …See details»
Burt Wealth Advisors - LinkedIn
Burt Wealth Advisors | 90 followers on LinkedIn. 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 ...See details»
Burt Wealth Advisors - MoCo360
Maria Cornelius, CFP, Executive Vice President 6116 Executive Blvd., Suite 500 North Bethesda, MD 20852 301-770-9880 [email protected] “We are dedicated financial …See details»
Burt Wealth Advisors - MoCo360
Maria Cornelius, CFP; Pranali Fortini, CFP; Beth Venit, CFP; Jennifer MacLennan, CFP, CPA; Deanna Tomasetti, CFP; Myrle Simone, CFP; and Sophie Leahy, CFP 6116 Executive Blvd., …See details»
Burt Wealth Advisors Company Profile | Management and
[email protected]: Burt Wealth Advisors Top Competitors. Company Employees Revenue Top technologies; Selkirk Wealth Advisors LLC. 7: $2.4 M: Covenant Wealth Advisors. 9: $5.1 …See details»
Burt Wealth Advisors Review 2024 - investor.com
Oct 16, 2024 Burt Wealth Advisors, registered in 1985, serves 16 state(s) with a licensed staff of 8 advisors. Burt Wealth Advisors manages $796.1 million and provides investment advisory …See details»
Burt Wealth Advisors - Overview, News & Similar companies
View Burt Wealth Advisors (www.burtwealth.com) location in Maryland, United States , revenue, industry and description. Find related and similar companies as well as employees by title and …See details»
Jennifer MacLennan, CFP®, CPA - VP, Financial Advisor ... - LinkedIn
Jennifer MacLennan is a Vice President, Financial Advisor and Investment Committee Member at Burt Wealth Advisors, an independent boutique wealth-management firm serving the Baltimore …See details»
SERVICES — Burt Wealth Advisors
Seeing the Big Picture. Wealth Management & Financial Planning. We help prepare a plan to help our clients reach their financial goals. In many cases, retirement planning is the central …See details»
Burt Wealth Advisors | NAPFA
In order to maintain our low client-advisor ratio and superior service, our minimum investable assets for new accounts is $1,000,000. For 25 years, Burt Wealth Advisors, has served as a …See details»
Connect — Burt Wealth Advisors
6116 Executive Blvd. Suite 500 N. Bethesda, MD 20852 Phone: (301) 770-9880 Fax: (301) 770-9885 Email: [email protected] Parking Assistance: When turning off of Executive Blvd. to …See details»
Maria Cornelius, CFP® - Burt Wealth Advisors | LinkedIn
Maria Cornelius is Executive VP, Financial Advisor, Investment Committee Member at Burt Wealth Advisors, an independent boutique wealth-management firm serving the Baltimore …See details»
Burt Financial Group - RBC Wealth Management - The RBC …
We are a global organization, bringing our diverse expertise and deep knowledge to help strengthen the financial security of our clients around the world. Our leadership With strategic …See details»
MARIA CORNELIUS — Burt Wealth Advisors
Call us: (301) 770-9880 Email: [email protected] Address: 6116 Executive Blvd #500 North Bethesda, MD 20852See details»
Todd Growney, CFP® - LinkedIn
Contact Info: 301-770-9880, [email protected] or www.burtwealth.com Experience Vice President, Financial Advisor, Investment Committee MemberSee details»
INSIGHTS — Burt Wealth Advisors
Feb 23, 2023 *AdvisoryHQ - 12 Best Financial Advisors in D.C., Maryland, and Virginia (Tri-State Area) 2021-2020,2023 * Required DisclosuresSee details»