Burt Wealth Advisors

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 trusted partner to individuals and families, providing wealth management guidance and solutions based on a thorough understanding of each client’s situation and goals. 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.

The Power of a Holistic Approach

Our comprehensive approach is designed to create a plan that achieves your near- and longer-term goals, whether you are seeking fundamental investment management, are providing care for an aging family member, or are looking to establish a philanthropic legacy that makes a difference in your community.

When crafting an integrated wealth management plan, we offer expertise in:

Financial planning

Tax planning

Retirement income planning

Inter-generational wealth transfer

Estate planning

Philanthropy

 

We’ve had the privilege of working with individuals and families often over multiple generations. In that time, we’ve learned that our clients value and appreciate the combination of traits that distinguish our firm.

 

Client Centered: Our advisors are focused on their clients and their personal financial situations. As Fee-Only advisors, we are committed to carefully recommending a prudent course of action that is strictly in the best interests of our clients.

Market Knowledge: Since 1985, we have provided wealth management for clients through a wide range of market conditions. Our track record and experience through the