Burt Wealth Advisors | Bethesda Magazine

Women in Business Profiles

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Burt Wealth Advisors

From Left: Sophie Leahy, Beth Venit, CFP® Maria Cornelius, CFP® Deanne Tomasetti, CFP® Jennifer MacLennan, CFP®,CPA

6116 Executive Blvd., Suite 500

North Bethesda, MD

20852

Burt Wealth is a boutique wealth management firm based in North Bethesda. “We become a partner and ongoing resource to each client, helping them navigate their financial life to best achieve their financial goals,” says Maria Cornelius. Burt Wealth’s team has earned many honors, including 12 Best Financial Advisors in D.C., Maryland and Virginia by Advisory HQ.
—June 19, 2020

Q: Why Choose Burt Wealth Advisors?

A: Our boutique firm has served the Washington metro area for more than 30 years. As fiduciaries, we’re committed to putting our clients’ 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, to finding the best options for maximizing retirement distributions and social security benefits.

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 understood 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. Our main goal is to help our clients find peace of mind with their finances. We listen carefully to our clients’ goals and tailor their retirement plans to meet these goals. We want our clients to feel confident in their goals-based retirement plans so that they can spend more time enjoying their lives.

To see all award details with inclusion criteria and disclosures, click here.

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