Location: Rockville, MD
Specialty: Comprehensive investment and wealth management
Fred Cornelius, CFA, CFP
President and CEO
Burt Wealth Advisors is an independent wealth management firm that acts as a fiduciary for clients. For more than 25 years, the company has served as a trusted partner of high-net-worth individuals and families, helping them protect and grow their assets. Fred Cornelius has been a Certified Financial Planner since 1990. With an impressive list of credentials, Cornelius has the reputation and the knowledge to better serve his clients and to successfully coordinate investment portfolios. “I offer much more than just investment management advice,” he says. Clients come to Burt Wealth Advisors for a range of financial needs, including retirement, family business decisions, interest in estate planning and more.
QUICK TIP: “There is nothing more powerful than a client or center-of-influence referral.”
Cornelius’ hard work and diligence helped him become president and CEO of the firm in 2002. Since then, Burt Wealth Advisors’ assets have grown to over $500 million. This is due in large part to his leadership skills. “I have always believed strong character and ethics can be a differentiator in managing the practice,” says Cornelius. Client growth and retention has also been a significant factor in the firm’s success. Cornelius believes that developing existing client relationships is the leading way to grow business.