Leaving Your Legacy

Keep what you’ve built

Burke & Herbert Bank in Northern, VA Wealth Management
Burke & Herbert Bank in Northern, VA

There are a variety of ways you can preserve as much of your assets as you need while minimizing the government’s tax bite. Your Burke & Herbert Wealth Advisor will explore all of your asset-preservation options and recommend the ones that are right for you.

You can gain additional benefits by working with Burke & Herbert Trust Services experts, who will help you develop a plan to organize and distribute your assets. Our Trust Services include managing income and principal distributions as you see fit and protecting the interests of your beneficiaries.

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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 AgencyNot Bank GuaranteedNot Bank Deposits or ObligationsMay 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.

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