- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Rockville, MD 20852
Fred Cornelius is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
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 Charter holder. These two designations position 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 a former a treasurer and board member of the Suburban Maryland Estate Planning Council, an organization of estate planning professionals. He is also a member of the CFA Institute, Washington Society of Investment Analysts and in the past has written abstracts for CFA DIGEST.
Mr. Cornelius has been recognized by Worth Magazine as one of the Nation’s Most Exclusive Wealth Advisors, Washingtonian Magazine as a top financial professional and Medical Economics as one of the 150 Best Advisors for Doctors. Kiplinger Personal Finance Magazine listed Fred among the Who’s Who of CFP’s in Maryland. In addition, Burt Wealth Advisors has been recognized numerous times by Bloomberg Wealth Manager Magazine, as being in the top wealth management firms nationwide and ranked highly in the state of Maryland. Burt Wealth Advisors was selected as a “Best Practice” in a Financial Planning Association study of advisory firms. This honor went to less than 10% of the firms participating in the study.