PROFESSIONAL PROFILE
Jennifer MacLennan
www.burtwealth.com
Professional Approach
Jennifer MacLennan is a Vice President, Financial Advisor and Investment Committee Member at Burt Wealth Advisors, an independent boutique wealth-management firm serving the Baltimore-Washington Metro area. As a CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant, Jen has over 20 years in the financial services industry. Jen helps her clients gain peace of mind by listening carefully to their needs and organizing their finances into a comprehensive asset management plan built to achieve their financial goals. She creates “living documents” that are flexible enough to meet unexpected challenges yet disciplined enough to maintain their long-term vision. In addition to possessing exceptional organizational skills, Jen has a public accounting & tax background that enables her to simplify complex tax issues -- qualities her clients truly value.
As an Investment Committee Member at Burt Wealth, Jen is intimately involved with the development of the firm's equity portfolio. The committee's forward-thinking investment research & analysis leads to informed recommendations and creative strategies in which clients are involved every step of the way.
For over 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. Burt Wealth Advisors is a fee-only, Registered Investment Advisor. Their Fiduciary responsibility ensures that clients’ interests come first and there will never be a conflict of interest when making a recommendation.
Custom Wealth Management Plans
Financial Planning for Retirement/Tax Reduction/Businesses/Education Funding
Estate Planning
Wealth Management Investment/Tax Strategies
Charitable Planning
Investment Strategies for Women
Clients: high-net-worth individuals, business owners & professionals, pre-retirees, retirees, corporate executives, divorcees, widows
Contact Info: 301-770-9880, jmaclennan@burtwealth.com or www.burtwealth.com