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.

Schedule an Appointment

What are your financial goals?

Much like Burke & Herbert Bank, our Wealth Management group is wholly committed to the principles of personal service and integrity. We share a belief in the value of listening closely, of taking extra time to understand fully your long-term goals. You will work with highly skilled and trained Wealth Advisors, each of whom has earned a prestigious Certified Financial Planner™ (CFP®) designation to develop a comprehensive plan.

We use sophisticated financial planning tools to help you develop a strategy and a portfolio. But nothing about our process is intimidating. We explain every alternative in great detail, and you will be an active partner in developing a plan that suits your needs.

Every stage of life has its unique challenges—from changing markets and growing families to evolving employment and health considerations. Whether you’re aiming to increase your wealth, maximize retirement income, or preserve your legacy, the specially trained Wealth Advisors at Burke & Herbert Wealth Management will develop an investment strategy to address your goals.

Growing Your Wealth

Keep your portfolio in proper balance at each life stage.

Learn More About Growing Your Wealth

Retirement Planning

Generate the income you need for retirement.

Learn More About Retirement Planning

Leaving Your Legacy

Plan the legacy you want for your loved ones.

Learn More About Preserving Your Assets

Advisors You Can Rely On

Work with local professionals you can get to know and trust.

Meet Our Advisors

We are aligned with LPL Financial, one of the country’s leading independent broker-dealers, to bring you a comprehensive selection of investment alternatives.

We can meet virtually any challenge with a carefully calibrated selection of:

Mutual funds
Exchange-Traded Funds (ETFs)
Stocks
Bonds
Annuities

And because we have no proprietary products, you can be fully confident that our portfolio recommendations are unbiased and free from conflicts of interest.

Flexible Account Management

You can maintain the level of control that makes you the most comfortable.

Elect to remain actively involved in all investment decisions
Or, choose a Managed Account, which offers you broad-based portfolio management that is fee-based, with no transaction costs.

Schedule an appointment to meet with a Wealth Advisor at any Burke & Herbert Bank branch that is convenient for you.

What should I bring?

Bring recent statements for current bank and investment accounts. Plan for the meeting to take about one hour.

Is there a minimum investment amount?

Yes. If you decide to work with us, we require a minimum investment of $50,000, which can include the transfer of retirement plan assets from other institutions.

What can I expect at my first meeting?

Your goals and aspirations are too important for standard, off-the-shelf strategies. We will take the time to listen closely to you, then use our experience and investing skills to custom build a strategy that suits you precisely.

More Information

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.

You may also be interested in:

Private Banking

Trust Services

Check the background of the investment professionals associated with this site on opens in a new windowFINRA’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 opens in a new windowhttps://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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 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.

The content of this page is for informational purposes only. It is not designed or intended to provide financial, tax, legal, investment, accounting, or other professional advice since such advice always requires consideration of individual circumstances. Please consult with the professionals of your choice to discuss your situation.

Investing involves risks, and you may incur a profit or a loss. There is no assurance that any investment strategy will be successful.

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.