Meet every opportunity and shifting priority.
Whether it’s funding college, securing a comfortable retirement, or distributing assets to the people and causes you care about, everyone has a different route to financial security. It’s better to manage your wealth with a team of bankers and advisors who turn their full attention and expertise to guiding you through every life stage, twist, and turn.
Learn more about Wealth Management, Trust Services and Private Banking.
Investment management and financial planning
Estate planning and asset preservation
Priority attention and exclusive benefits
Let’s discuss your goals.
Why customers trust us to manage their wealth.
We’ll help you develop and manage a plan to grow wealth during your prime earning years, ensure income stability for the long term, and manage resources post-retirement.
When it comes to building your resources, our wealth managers offer true perspective. That means expertly responding to rapid developments while considering the long-term effects of every action.
Throughout our history, we’ve concentrated on one thing: managing our customers assets responsibly and responsively, one individual at a time.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member opens in a new windowFINRA/ opens in a new windowSIPC).
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 entities 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, HI, IL, KY, LA, MA, MD, ME, MI, MO, NC, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA, 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.
