Meet your financial goals at every life stage.
The Wealth Advisors at Burke & Herbert Wealth Management can help you create and manage a financial plan to grow your wealth during your prime earning years, develop a retirement plan that will help ensure you have the income you need for as long as you live and manage the resources you’ve built for retirement once you retire. And our experts at Burke & Herbert Trust Services will help you develop a plan to preserve assets and to manage those assets if you cannot do so yourself.
Check the background of our Wealth Advisors on FINRA's BrokerCheck.
Our Wealth Advisors are registered through LPL Financial.
Investment Management and Financial Planning
You can take advantage of market investment opportunities during changing economic climates. You can plan for a comfortable retirement while saving for your children’s college education. You can navigate through whatever financial challenges life throws at you with the expert assistance of the Wealth Advisors at Burke & Herbert Wealth Management.
Each of our Wealth Advisors has earned prestigious financial planning certification, so you can be confident that we can help you plan the right course to meet your objectives. Learn More
Estate planning and asset management
Your estate comprises everything you own. And it’s important to control how your assets are passed on to the people or organizations you care about. To ensure your wishes are carried out while minimizing taxes, legal fees and court costs, you will need a plan. This task does not have to be overwhelming.
With the assistance of experienced, attentive Burke & Herbert Trust Services professionals, you can have a comprehensive plan in place that leverages the unique benefits of today’s trust instruments. Best of all, you’ll have peace of mind knowing that you’ve taken care of your loved ones and the organizations or causes you care about. Learn More
Insurance products are offered through LPL or its licensed affiliates. Burke & Herbert Bank and Burke & Herbert Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Burke & Herbert Wealth Management and may also be employees of Burke & Herbert Bank. These products and services are being offered through LPL or its affiliates, which are separate enties from and not affiliates of Burke & Herbert Bank or Burke & Herbert Wealth Management. Securities and insurance offered through LPL or its affiliates are:
- Not Insured by FDIC or Any Other Government Agency
- Not Bank Guaranteed
- Not Bank Deposits or Obligations
- May Lose Value
The LPL Registered Representatives associated with this site may discuss and/or transact securities business only with residents of the following states: AL, AK, AZ, CA, CO, DC, DE, FL, GA, IL, MA, MD, ME, MO, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WV.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.