The more success you achieve, the more you should expect from your financial institution – not only to counsel and guide you but to protect, preserve, and enhance all you have accomplished.
Personalized Priority Assistance and Guidance
is designed from the ground up to deliver this elite level of service in a manner that is uniquely our own:
You’ll build a relationship with your own Private Banker, who will take the time to assess your financial preferences inside and out—from your everyday banking requirements to the major life goals you may have for yourself and your loved ones. You’ll work directly with our tight-knit team of financial professionals, knowing that our foremost investment specialists, financial planners, and trust advisors will always be available to you. Above all, you’ll find that it’s easy to ask any question and express any concern, because Private Banking at Burke & Herbert Bank is a comfortable, collaborative experience where your ongoing satisfaction is our sole focus, and no client is more important than you.
If you’re ready to expect more from your financial relationship, then it’s time to put your trust in the personalized attention and the hands-on expertise that are the hallmarks of Private Banking at Burke & Herbert Bank.
Exclusive Access and Exclusive Benefits
As a Private Banking client, you’ll enjoy direct access to a dedicated, experienced, and knowledgeable Private Banker who will bring together all of the Bank’s resources to work on your behalf. Your Private Banker will deliver personalized, priority assistance and guidance for your banking, borrowing and financial planning needs.
You’ll also gain exclusive benefits across a variety of financial products and services:
Qualifying for Private Banking
To qualify for the personalized priority assistance, expertise, and exclusive benefits delivered by Burke & Herbert Private Banking, clients must have a minimum of $1 million in deposits/investments at the Bank, $500,000 of which must be in qualifying investment accounts. Private Banking clients must open a Private Banking Interest Checking Account to take advantage of the Private Banking product and service benefits.
