It’s better to meet your financial goals
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.
Burke & Herbert Bank & Trust Company Announces Second Quarter 2021 Results
Burke & Herbert Bank & Trust Company (OTCPK: BHRB) reported its financial results for the quarter ended June 30, 2021 and the year to date. Continue Reading
View the Burke & Herbert Bank opens in a new window2020 Annual Reportopens PDF file and opens in a new windowAudited Financial Statementsopens PDF file .
Why customers trust us to manage their wealth.
Financial planning at every life stage.
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.
Expert wealth managers who see the big and small picture.
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.
A history of putting our customers first.
Throughout our history, we’ve concentrated on one thing: managing our customers assets responsibly and responsively, one individual at a time.
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, 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.