Women in Business Profiles

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Photo by Hillary Schwab

Burt Wealth Advisors

Sophie Leahy, CFP®; Beth Venit, CFP®; Maria Cornelius, CFP®; Deanne Tomasetti, CFP®; Jennifer MacLennan, CFP®, CPA

LOCATION

6116 Executive Blvd., Suite 500 N.
Bethesda, MD 20852

Q: Why Choose Burt Wealth Advisors?

A: Our boutique firm has served the Washington metro area for more than 30 years, ensuring that our personalized care is backed by extensive knowledge and experience. As fiduciaries, we’re committed to putting our client’s interests first, always. We become a partner and ongoing resource to each client, helping them navigate their financial life to best achieve their financial goals. Our “Growth Through Life” process enables us to answer any questions that may arise, from how best to save for retirement and prioritize goals, to finding the best options for maximizing retirement distributions and strategies for maximizing social security benefits. We make sure our clients understand our investment strategy and keep them updated as we make changes.

Q: How has the increase in women advisors changed your firm?

A: We see many women who are amid a life transition and handling finances, or serving as their own advocate, for the first time. It’s rewarding to help women who have never before fully understood their investments. We encourage questions—there are never too many! Our goal is to engage all clients in the planning and investment process, empowering them when it comes to their finances.

Q: How do you measure success?

A: We are successful when we help clients find solutions to their financial needs. The underlying goal with everything we do is creating peace of mind. We listen carefully to our clients’ goals and explain our philosophy and investment strategies in a way they’ll understand. We want our clients to feel confident that we’re closely monitoring their investments, so they can enjoy their retirement.

http://www.burtwealth.com/files/Awards_List_Metrics_and_Reprint_Matrix_Detailed_versionJan2021.pdf

Burt Wealth is a North Bethesda-based boutique wealth management firm. "We become an ongoing resource to each client, helping them navigate their financial life to best achieve their financial goals," says Maria Cornelius. A Bethesda Magazine Best of Bethesda Top Vote Getter in 2021, Burt Wealth's team has earned many honors, including 12 Best Financial Advisors in D.C., Maryland and Virginia by Advisory HQ (June 2021).

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