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
- A retirement plan that will help ensure that you have the income you need for as long as you live
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, 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.
