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.
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Check the background of the investment professionals associated with this site on opens in a new windowFINRA’s BrokerCheck.
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.