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

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

Q Why choose Burt Wealth Advisors? 
A Our boutique firm has served the metro area for more than 30 years. Of our seven financial advisors, five 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 each one. We listen carefully, as money is very personal. Emotions come into play when talking about financial goals or especially when dealing with market declines.  

All our advisors are Certified Financial Planners (CFPs), which requires education—and continuing education—in investments, insurance, taxes, and estate planning. We’re a team. When you work with a Burt Wealth advisor, you’re not only being supported by his or her knowledge, but also by 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. They may be handling finances or serving as their own advocate for the first time. Many enjoy having another woman for financial guidance. All five of our women advisors are in different stages of life and can help clients through their 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. The firm has been named one of the top financial advisors in Washington, D.C., Maryland and Virginia by Advisory HQ annually since 2017. For information on awards criteria, please see:  https://burtwealth.com/disclosure-documents and click on awards criteria.