Combining years of experience with unsurpassed 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, nationally-recognized wealth management firm. Since the company was established 33 years ago, 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, which allows us to see the big picture and come up with solutions that create value for all of them,” says Cornelius. “These multi-generational partnerships are a reflection of the high level of trust our clients have in us. We take that very seriously.”
Using their Growth Through Life Wealth Planning Process, the advisors guide their clients through the investment management and financial planning process. They have extensive 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 of our clients so they’ll be informed and empowered,” says Executive Vice President Maria Cornelius.
Though the firm has grown considerably since 1985, they’ve intentionally kept their client-to-planner ratio low to ensure that clients receive the attention they deserve. “We’ve designed our whole client experience around being proactive and following up. We do exactly what we say we’re going to do,” says Fred 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.