Develop a flexible plan for shifting priorities.

Every stage of life has its unique challenges—from changing markets and growing families to evolving employment and health considerations. Whether you’re aiming to increase your wealth, maximize retirement income or preserve your legacy, our specially trained Wealth Advisors at Burke & Herbert Wealth Management will develop an investment strategy to address your goals.

  • Growing
    Your Wealth
  • Maximizing
    Retirement Income
  • Leaving
    Your Legacy

Growing Your Wealth

Elevate your earning years

If you are in your earning years, you likely have a variety of financial needs and perhaps some occasionally competing priorities. Planning for retirement. Saving for college. Paying off loans. Having appropriate insurance coverage. We understand that different people have different priorities, but there’s one priority everyone should have in common: a financial plan that works for them.

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.

Through Burke & Herbert Wealth Management you will have access to a wide selection of investment products to help you meet your goals. And you’ll have a Wealth Advisor to help you stay on track and ensure that your investments remain aligned with your objectives.

Every one of our experienced Wealth Advisors is a CERTIFIED FINANCIAL PLANNER™ professional, which indicates a mastery of financial planning, retirement planning, investments, insurance and more. Once our Wealth Advisors get to know your needs and goals, they 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
  • College and education savings plans that address steadily rising costs

Burke & Herbert Wealth Management is aligned with LPL Financial, the country’s largest independent broker–dealer, to bring you a wide selection of investment alternatives. Your Wealth Advisor will work with you to build a diversified portfolio of well-managed investments to optimize potential returns and minimize risk.

We can help you meet virtually any financial challenge with:

  • A carefully calibrated selection of mutual funds, exchange-traded funds (ETFs), stocks and bonds
  • Annuities that provide an added layer of portfolio protection through tax-deferred growth and stable, sustainable income guarantees
  • Insurance used to mitigate risks to income and planning objectives and enable the efficient inter–generational transfer of wealth
  • A financial planning process that helps validate, guide and direct the implementation of Wealth Advisor recommendations

Explore your options with a Wealth Advisor today

Maximizing
Retirement Income

Live comfortably ever after

Will you outlast your resources? It’s not the most comfortable question in the world, but it is perhaps the most vital concern—especially in the years leading up to and including your retirement.

It’s also a question that’s directly related to finding the best way to ride out the twists and turns of a volatile market, a low interest rate environment and the naturally increasing healthcare demands that come with aging. Finding the best options for your savings is more important than ever.

Our approach and experience will enable you to maximize your retirement savings, get the most from your investment portfolio and minimize the effects of costs such as taxes and healthcare expenses. Let our team of Wealth Advisors work with you to devise a personalized retirement plan that helps you financially prepare for, transition to and maximize your resources during retirement.

We can help you address multiple priorities that include:

  • Managing your assets to generate sufficient income to support your lifestyle
  • Keeping pace with inflation
  • Meeting unanticipated healthcare expenses
  • Weathering market volatility

Generating stable income from your retirement savings that will last a lifetime: That’s quite a daunting challenge. Your Burke & Herbert Wealth Management Wealth Advisor, a CFP® certificant, will help you meet that challenge by adding insight and subtracting confusion from the equation.

We’ll formulate clear strategies to create capital, diversify your portfolio and reallocate your assets as your needs and circumstances change. The priceless result: greater confidence in your ability to enjoy a secure retirement.

Discuss retirement opportunities with a Wealth Advisor

Leaving Your Legacy

Keep what you've built

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.

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

Learn more about Trust Services

Meet Our Advisors

Chris Talbert, CFP® Chris Talbert

Chris has nearly a decade of experience helping clients meet their financial planning goals. He has earned both an Executive Certificate in Financial Planning from Georgetown University and a Certified Financial Planner™ certification.

Check the background of this investment professional on FINRA's BrokerCheck.

Mauricio Perea, CFP®, CFA® Mauricio Perea

A former investment officer with the International Finance Corporation, Mauricio earned his BA from Columbia University and his MBA from the University of Texas, obtained Certified Financial Planner™ certification in 2009 and became a Chartered Financial Analyst® (CFA®) in 2013.

Check the background of this investment professional on FINRA's BrokerCheck.

Travis Clarke, CFP®Travis Clarke

Travis has a decade of experience in the investment industry. After graduating from the University of Virginia with a BA in Economics, he completed a rigorous financial planning certification and earned his Certified Financial Planner™ mark. Travis also holds Series 7 and Series 66 securities registrations through LPL Financial as well as the Virginia Life & Health Insurance license.

Check the background of this investment professional on FINRA's BrokerCheck.

 

 

  • Not FDIC Insured
  • Not Bank Guaranteed
  • May Lose Value
  • Not Insured by any Federal Government Agency
  • Not a Bank Deposit

Securities and advisory services are offered through, and Wealth Advisors are registered with, LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Burke & Herbert Wealth Management and Burke & Herbert Bank are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Registered Representatives associated with this site may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, DC, DE, FL, GA, MD, MI, NC, NV, NY, PA, SC, TX, VA, WV.

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