Expertise to Help You Grow
Your Wealth at Every Stage.
Whether you’re planning for yourself or the next generation, our Wealth Advisors go above and beyond to provide exceptional guidance in managing, growing, and preserving wealth. We’re fully invested in everything you want to achieve, and driven to position you for what’s next.
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Investment management and financial planning
Estate planning and asset preservation
Priority attention and exclusive benefits
Retirement Planning
Your focus is on the retirement you want. We’ll help you create a clear path to get there. Building for retirement takes insight and planning, and our experienced professionals are here to guide you through the process, ensuring a secure financial future.
Wealth Building
Our Wealth Advisors specialize in creating personalized plans tailored to your goals, focusing on what’s most important to you. Whether you’re planning for retirement, saving for education, or anything in between, we’ll provide guidance every step of the way.
Asset Preservation
You have a dedicated resource to protect your assets for generations to come. Our Wealth Advisors are dedicated to safeguarding your hard-earned assets. Ensuring they are preserved and available for the benefit of your children and grandchildren. Explore all the options for protecting what’s yours.
Burke & Herbert Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit LPL Relationship Disclosure for more detailed information. For a summary of the client relationship click here.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). 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 Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
