Growing Your Wealth
Your earning years are filled with a variety of competing financial needs and priorities. Planning for retirement. Saving for college. Paying off loans. Having appropriate insurance coverage. We believe there’s one priority everyone should have in common: having a financial plan zeroed in on helping you achieve your goals.
Working with a Wealth Advisor at Burke & Herbert Wealth Management, you can build a financial plan and an investment portfolio designed to grow your wealth while maintaining the discipline to endure a variety of market and economic conditions. Plus you’ll have a Wealth Advisor to guide you and ensure that your investments remain aligned with your objectives.
Professional Guidance
Every one of our experienced Wealth Advisors has earned a prestigious CERTIFIED FINANCIAL PLANNER™(CFP®) designation, indicating mastery of everything from financial and retirement planning to investments and insurance. Your Wealth Advisor will help you develop a comprehensive investment management and financial plan that includes:
- A realistic investment strategy that seeks to achieve your desired level of return without taking on more risk than you can tolerate. Your Wealth Advisor will learn how much risk you’re comfortable with, and then use powerful Riskalyze modeling to identify your Risk Number® to pinpoint how much risk you actually have in your portfolio, and how much risk you need to take to reach your goals.
- A retirement plan that will help ensure that you have the income you need for as long as you live
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. 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.
