Burt Wealth Advisors

Rockville, MD Financial Services
(301) 770-9880
(301) 770-9880
6010 Executive Blvd Ste 900, Rockville, MD 20852

6010 Executive Blvd Ste 900, Rockville, MD 20852

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Photo of Burt Wealth Advisors
Photo of Burt Wealth Advisors
Photo of Burt Wealth Advisors
Photo of Burt Wealth Advisors

About the Business

  • For more than 25 years, Burt Wealth Advisors has served as a trusted partner of high net worth individuals and families wishing to protect and grow their assets. We pride ourselves on our individualized approach to asset management as well as our commitment to putting our clients' interests first and foremost. We take an objective and proactive approach, bringing proven expertise to bear on every aspect of a client's wealth--from accumulation and growth through preservation and distribution.
  • Since our founding in 1985 by Dr. Marvin Burt, the firm has been managing money for individuals, families, trusts, and corporations. It currently manages $380 million in assets as of June 30, 2011.
  • Fred Cornelius, CFA, CFP, our current president and CEO, joined the firm in 1991. Our other lead advisors, Maria Cornelius, Todd Growney, and Larry Attanasio, are all CFPs with between 15 and 25 years of experience in the financial industry.

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Publisher Info

  • Since our founding in 1985 by Dr. Marvin Burt, the firm has been managing money for individuals, families, trusts, and corporations. It currently manages $380 million in assets as of June 30, 2011.
  • (301) 770-9880
  • 6010 Executive Blvd Ste 900, Rockville, MD 20852
  • Visit Website

Opening Time

  • Mon
    9:00 AM - 5:00 PM
  • Tue
    9:00 AM - 5:00 PM
  • Wed
    9:00 AM - 5:00 PM
  • Thu
    9:00 AM - 5:00 PM
  • Fri
    9:00 AM - 5:00 PM
  • Sat
    Closed
  • Sun
    Closed
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