Beth Venit, CFP®; Jennifer MacLennan, CFP®, CPA; Maria Cornelius, CFP®; and Deanna Tomasetti, CFP® | Bethesda Magazine

Women in Business Profiles

SPONSORED CONTENT

Beth Venit, CFP®; Jennifer MacLennan, CFP®, CPA; Maria Cornelius, CFP®; and Deanna Tomasetti, CFP®

Burt Wealth Advisors

6010 Executive Blvd., Suite 900

Rockville

20852

301-770-9880

www.burtwealth.com

Why choose Burt Wealth Advisors?

Our boutique wealth management firm has served the Washington metro area for nearly 30 years, ensuring that our personalized care is backed by extensive knowledge and experience—all six advisors are Certified Financial Planners. As fiduciaries, we’re committed to putting our client’s interests first, always. We strive to become a partner and ongoing resource to each client, helping them navigate their financial life—and many times the lives of their families—to achieve their financial goals in the most efficient way possible. We also take great pride in the many accolades we’ve received over the years, including being named as one of the ‘12 Best Financial Advisors in DC, Maryland and Virginia,’ by AdvisoryHQ and featured in Washingtonian magazine’s ‘Smart Money: Fee Only Financial Planners.’

What are the benefits of having more women in your profession?

We see many women who are amid a life transition—often after the death of a spouse or divorce—and handling finances, or serving as their own advocate, for the first time. With four female advisors, we’re well-equipped to offer guidance when sensitivity and understanding can be of the utmost importance. Our goal is to engage clients in the planning and investment process, empowering them when it comes to their finances.

What are our top priorities?

Making sure clients come to us first when they have questions, needs or concerns related in any way, to their financial health. Assisting clients with other important decisions, including signing up for Medicare and Social Security, education funding for children or grandchildren, and care options or downsizing.

“We strive to become a partner and ongoing resource to each client, helping them navigate their financial life…”

To see all award details with inclusion criteria and disclosures, go to http://burtwealth.com/files/Awards.

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