Maria Cornelius, CFP, Executive Vice President
6116 Executive Blvd., Suite 500
North Bethesda, MD 20852
301-770-9880
mcornelius@burtwealth.com
www.burtwealth.com
“We are dedicated financial partners helping our clients and their families preserve and grow their investments for a lifetime so they can live their best lives. We’re proud to have been named one of the Washington, D.C. area’s Top Financial Experts in Washingtonian magazine from 2020 to 2023.”
Q: Why choose Burt Wealth Advisors?
A: Our firm has served the metro area for more than 30 years. We partner with our clientele, offering an all-in-house financial service that encompasses retirement, tax, estate, and investment management, including Social Security maximization, Medicare filing, and long-term-care planning. Unlike larger institutions, we spend as much time with clients as they need. Being a boutique firm allows us to respond quickly to client needs, get to know our clients and their families, and serve multiple generations. All our advisors are Certified Financial Planners (CFPs), a certification that requires in-depth expertise and education in many areas including investments, insurance, taxes, retirement and estate planning. All our CFPs work together as a team, so each client gets the support of a robust group of knowledgeable professionals.
Q: How do you measure success?
A: Every client is unique. Through our fiduciary-led, objective advice we can help all types of clients who are seeking financial freedom. Our financial advice is customized to each client we serve—never one-size-fits-all. The underlying goal in everything we do is to help clients achieve their desired lifestyle, no matter how much money they have. We are rooted in the fundamentals of effective financial planning. We love seeing the “lightbulb” go off when a client begins to understand an investment concept for the first time or finally sees a pathway to financial freedom and retirement that they didn’t know existed. With that, they’re more confident and more empowered to live their best lives.
For information on awards criteria please see https://burtwealth.com/awardsanddisclosure and click on awards criteria.
