Myrle Simone, CFP; Sophie Leahy, CFP; Jennifer MacLennan, CFP, CPA; Maria Cornelius, CFP; Beth Venit, CFP; and Deanna Tomasetti, CFP

6116 Executive Blvd., Suite 500
North Bethesda, MD 20852
301-770-9880
burtwealth.com

Q Why choose Burt Wealth Advisors?
A Our boutique firm has served the metro area for more than 30 years. Of our eight financial advisors, six are women. If you’re looking for a female advisor, we are your firm.

We keep client numbers low so that we have ample time to get to know our clients. We listen carefully, as money is very personal and lots of emotions come into play when talking about financial goals or dealing with market declines. 

All our advisors are Certified Financial Planners (CFPs), which requires education in investments, insurance, taxes, and estate planning, as well as continuing education. We’re a team. When you work with a Burt Wealth Advisor, you’re not only being supported by their knowledge, but also the support of the entire team.  

We help with investment management, retirement planning, social security maximization, Medicare filing, LTC planning, coordinating tax planning and estate planning.

Q How has the increase in women advisors changed your firm?
A We see many women who are in a life transition and handling finances or serving as their own advocate for the first time. Many enjoy knowing there’s another woman to speak to. All six of our women advisors are in different stages of life and can help clients through life changes.

Q How do you measure success?
A The underlying goal with everything we do is creating peace of mind. We engage all clients in the planning and investment process, empowering them when it comes to finances. We encourage questions, as they show that our clients are engaged in the process.  

“We become an ongoing resource to each client, helping them navigate their financial life to best achieve their financial goals,” says Maria Cornelius. A Bethesda Magazine Best of Bethesda Top Vote Getter in 2021, the firm was also named in the 12 Best Financial Advisors in D.C., Maryland and Virginia by Advisory HQ.

For information on awards criteria, please see: https://burtwealth.com/disclosure-documents and click on awards criteria.