Maria Cornelius, CFP, Executive Vice President
Q Why choose Burt Wealth Advisors?
A Our boutique firm has served the metro area for more than 30 years. We partner with our clientele, offering an all-in-house service that encompasses retirement, tax, estate, and investment management, including social security maximization, Medicare filing, and long-term- care planning. We listen carefully, as the subject of money is very personal, and clients can be emotional when talking about financial goals or dealing with the financial markets.
All our advisors are Certified Financial Planners (CFPs), a certification that requires in-depth expertise and education in many areas including investments, insurance, taxes, and estate planning. All CFPs of Burt Wealth work together as a team. When you’re a client, you’re being supported by a robust group of knowledgeable professionals.
Q How do you measure success?
A Every client is different and through our fiduciary-led, objective advice we can help all types of clients who are seeking financial freedom. In a world of one-size-fits-all financial advice, our advice is custom and specific to every client.
The underlying goal in everything we do is creating peace of mind. We engage all clients in the financial planning process. I 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 life.
“We become a lifelong financial partner to each client, helping them navigate their finances and investments to achieve their life goals and live their best life,” says Maria Cornelius. Burt Wealth Advisors was named among the Top Financial Experts in Washingtonian Magazine from 2020 to 2023.
For information on awards criteria please see https://burtwealth.com/disclosure-documents and click on awards criteria.
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