Burt Wealth Advisors, Inc.
Rockville, Maryland
Whether I’m working with my financial planning clients or managing the staff at my firm, I enjoy working with people and helping them to achieve their goals.
I am honored to have deep relationships with all my clients. For those whose financial challenges take place during times of emotional upheaval, having a financial advisor they can trust is imperative. I have several widows who have entrusted me with their financial decisions. They sought me not only for my analytic skills, but because of the quality relationships I work hard to build with my clients. These women feel comfortable with me.
I believe most women have unique financial issues, and approach money matters very differently from men. These women need a financial advisor who supports and appreciates these differences. As a result of more than 20 years advising women clients, I now consider this my specialty.
After working in other types of financial companies, I am convinced that fee-only advice serves women, and in fact all clients, best. At Burt Wealth Advisors, we help our clients determine the best asset allocation for the inevitable uncertainties of the markets, and we stick to it with slight and steady modifications. This approach honors and recognizes the fact that women, in general, tend to be more patient and longer-term investors than men. It is a style that works well for them.
To learn more about Maria, visit her website for more information.
