We are an independent, boutique wealth management firm based in Rockville, MD. We have been serving the greater Baltimore-Washington Metro area for over 25 years, including Montgomery County and Fairfax, Arlington and Howard counties. Burt Wealth Advisors is a fee-only, Registered Investment Advisor.
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Burt Wealth Advisors is a multi family office (mfo) based in Rockville, United States, managing approximately $750M in assets.
Burt Wealth Advisors is headquartered in Rockville, United States.
Burt Wealth Advisors manages approximately $750M in assets under management.
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