Burt Wealth Advisors

Specialties

For more than 25 years, Burt Wealth Advisors has served as a trusted partner of high net worth individuals and families wishing to protect and grow their assets. We pride ourselves on our individualized approach to asset management as well as our commitment to putting our clients’ interests first and foremost. We take an objective and proactive approach, bringing proven expertise to bear on every aspect of a client’s wealth – from accumulation and growth through preservation and distribution.

Since our founding in 1985 by Dr. Marvin Burt, the firm has been managing money for individuals, families, trusts, and corporations. It currently manages $ 380 million in assets as of June 30, 2011.

Fred Cornelius, CFA, CFP, our current president and CEO, joined the firm in 1991. Our other lead advisors, Maria Cornelius, Todd Growney, and Larry Attanasio, are all CFPs with between 15 and 25 years of experience in the financial industry.

History

Established in 1985.

Since our founding in 1985 by Dr. Marvin Burt, the firm has been managing money for individuals, families, trusts, and corporations. It currently manages $ 380 million in assets as of June 30, 2011.

Meet the Business Owner

Frederick C.

Business Owner

Fred Cornelius joined Burt Wealth Advisors in 1992. He graduated from Old Dominion University in 1986 with a bachelor’s degree in finance. In 1989, Mr. Cornelius earned his Certified Financial Planner designation from the College for Financial Planning. In 1999, he became a Chartered Financial Analyst Charterholder. These two designations uniquely qualify Mr. Cornelius to address both financial planning as well as investment management issues.

Mr. Cornelius is a NAPFA Registered Investment Advisor and a former treasurer and member of the Northeast/​Mid-​Atlantic NAPFA Board of Directors. He is currently a member of the Financial Planning Association and has served in a leadership capacity of the Suburban Maryland Chapter of the Institute of Certified Financial Planning, which later became the FPA. Mr. Cornelius is currently a board member of the Suburban Maryland Estate Planning Council, an organization of estate planning professionals. He is also a member of the CFA Institute…