Our Mission

Personalized - Disciplined - Experienced

The mission of the Burt Financial Group of Wells Fargo Advisors is to help enable our clients to accomplish their life goals.

"Often he who does too much does too little"

- Italian proverb -

While life is streaming by with family, work and whatever free time you can hang on to, all the while in the back of our heads is a stored list of things you know you need to consider about investing, savings, college funding and estate planning strategies.  Your stored list of things needs prioritization which is what we help you do in creating a personalized plan for you

"Discipline is the bridge between goals and accomplishment"

- Jim Rohn - 

The cornerstone of our practice is to employ a disciplined approach to wealth management.  We focus on a three pronged approach to help you stay disciplined: asset allocation, proper diversification and periodic rebalancing, which help act as the steel and cement to create the bridge between your stated goals and the realization of those goals.

"The only source of knowledge is experience"

- Albert Einstein -        

With over 30 years of combined experience the Burt Financial Group of Wells Fargo Advisors maintains the aptitude to guide clients in all market environments.  With the evolving markets that we have today, it is imperative to work with a team of seasoned investment professionals that  will provide educated advice for all market cycles.