With success may come a shift in priorities – a moment when you decide to move the goalposts and aim for something new. That’s the moment to begin a relationship with Burke & Herbert Wealth Management.

I have an advisor now. Why should I switch?

You may want to ask yourself these questions:

  • Is my portfolio adequately protected?
  • Is my advisor really listening to my concerns?
  • Can I be sure my advisor’s goals in this relationship are really aligned with mine?
  • When was the last time I heard from my advisor?

Choose Burke & Herbert Wealth Management and you can put those kinds of unsettling questions aside. We never push “hot” investments to generate extra commissions. The only way we succeed is by helping you succeed.

Burke & Herbert Bank in Northern, VA

Check the background of the investment professionals associated with this site on FINRA’s BrokerCheck.

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 AgencyNot Bank GuaranteedNot Bank Deposits or ObligationsMay 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.

Notice: You are about to leave Burke & Herbert Bank’s website. If you do not wish to leave, please click “cancel.” If you’d like to continue, please click “proceed.”

Cancel Proceed
The owner of this website has made a commitment to accessibility and inclusion, please report any problems that you encounter using the contact form on this website. This site uses the WP ADA Compliance Check plugin to enhance accessibility.