Combining years of experience and expertise, the professionals at Burt Wealth Advisors form long-term partnerships with their clients. “Every client relationship is rooted in trust,” says Fred Cornelius, president & CEO of the award-winning wealth management firm. In its 36 years, Burt Wealth Advisors has helped hundreds of families across multiple generations enjoy financial security. “We often work with two or three generations in a family, allowing us to see the big picture and come up with solutions that create value for all,” says Cornelius. “These multi-generational partnerships are a reflection of the high level of trust our clients have in us. We take that seriously.”
Using their Growth Through Life Wealth Planning Process, the advisors guide clients through the investment management and financial planning process. They have experience with helping women take control of their finances, particularly after a divorce or other life transition. “It’s crucial for women to work with a financial advisor who speaks their language. We strongly believe in educating all our clients, so they’ll be informed and empowered,” says Executive Vice President Maria Cornelius.
Though the firm has grown considerably, the client-to-planner ratio remains intentionally low to ensure clients receive the attention they deserve. “We’ve designed our whole client experience around being proactive and following up. We follow through on our promises,” says Cornelius.
After more than three decades of success, the entire team remains focused on providing personalized service and intelligent advice through communication, transparency and integrity. Contact Burt Wealth Advisors to learn how they can help you plan for your future.
For award details, click on: http://www.burtwealth.com/files/Awards_List_Metrics_and_Reprint_Matrix_Detailed_versionJan2021.pdf
“After more than three decades of success, the entire team remains focused on providing personalized service and intelligent advice through communication, transparency and integrity."