Burt Hutchinson
CPA, CFP®
Integrated Wealth Management, LLC
Founder and Wealth Advisor
Burt Hutchinson
CPA, CFP®
Integrated Wealth Management, LLC
Founder and Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to guide you confidently through the three stages of retirement. - Burt Hutchinson, CPA, CFP®
GUIDANCE FOR THE THREE STAGES OF RETIREMENT: Our wealth management firm in Wilmington and Rehoboth Beach, DE, specializes in working with you through the three stages of retirement: Uncertainty, Stability, Reflection
Burt Hutchinson is a Wilmington, DE and Rehoboth Beach fee-only financial planner. Integrated Wealth Advisors, LLC provides comprehensive wealth management, retirement planning, estate planning and tax planning to help retirees and pre-retirees and widows and widowers organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Burt Hutchinson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Burt Hutchinson started his working life as a lineman for Delmarva Power, but an investing book changed his career course. He realized sound financial advice can give people the confidence and security to enjoy their lives to the fullest, including retirement. He wanted to use his growing expertise to help others. Today, as a CPA and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Burt is honored to guide couples and individuals through the three stages of retirement, from uncertainty to stability to reflection.
After earning his CPA certification, Burt worked for one of the “Big Four” accounting firms—PricewaterhouseCoopers. But he soon realized he wanted to make a more personal impact by working with people rather than corporations. This realization led him to start Integrated Wealth Management.
Burt envisioned the independent, fee-only wealth management firm as providing the financial building blocks people need to make smart financial choices. For Burt, there is nothing more gratifying than when a client says: “I put my retirement papers in—time to start the next stage!”
Burt, his wife, Kimi, and daughter, Taylor, are residents of Lewes. When not in the office, he and Kimi are usually playing golf or hitting the gym. As a family, they enjoy traveling and being foodies. The Hutchinsons take pride in their community and enjoy supporting local charities focused on children and education.
Burt Hutchinson is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Integrated Wealth Management got its start in 2004 when Burt Hutchinson founded BLH Financial Services, Inc. to provide objective financial planning and tax management. BLH Financial Services then became Fischer & Hutchinson Wealth Advisors, LLC to provide a wider array of wealth management services. And in 2013, Fischer & Hutchinson united with Pratt Wasko, LLC, a certified public accounting firm.
Our resulting firm is the one you know today: Integrated Wealth Management. Regardless of the name, our goal has remained the same: to provide trustworthy financial management services that allow our clients to meet their goals with confidence.
Our team specializes in guiding clients through the three retirement stages: uncertainty, stability, and reflection. We learn about each client’s personal goals to create customized plans. Life inevitably brings times of loss—we will be there for you in hard times. We’re not like the rest:
- INDEPENDENT AND FEE-ONLY
- FIDUCIARY
- CPA-LED
- HIGH-TOUCH
- EVIDENCE-BASED INVESTMENT STRATEGY
- PERSONALIZED PLANNING
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Retirement Planning
- Tax Efficient Distribution Strategies
- Investment Management
- Tax Minimization Strategies
- Charitable Giving Strategies
Ideal Clients
- Retirees and Near Retirees
- Loss of a Partner
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Burt Hutchinson is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Burt Hutchinson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Burt Hutchinson is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
-
Burt Hutchinson is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
-
Burt Hutchinson Belongs to the Delaware Society of Certified Public Accountants (DSCPA)
-
Burt Hutchinson and his wife, Kim, Served as Co-Chairs for the Starry, Starry Night Gala to Benefit the Delaware Technical Community College
-
Integrated Wealth Management Recognized for Their Support of the 2017 Harry K Foundation Annual Christmas Ball in the Cape Gazette
-
Burt Hutchinson Presents What’s New? The Ever-Changing Tax Laws for the Delaware Technical Community College
-
Burt Hutchinson is Quoted in the Wall Street Journal: "When It Pays to Have a Mortgage in Retirement—and When It Doesn’t"
-
Burt Hutchinson is Quoted on Kiplinger: "5 Costly Retirement Surprises"
-
Burt Hutchinson is Quoted on BBC Worklife: "A smart strategy borrowed from the Chinese"
-
Burt Hutchinson is Quoted in the New York Times: "A Guide to What You Should Expect From a Financial Adviser"
-
Burt Hutchinson is Quoted in the Daily Press: "TAKES A BIGGER BITE"
-
Burt Hutchinson Presented The Basics of Planning Giving Virtual Seminar as Promoted by Delaware State Chamber of Commerce
-
Burt Hutchinson is Quoted in the Wall Street Journal: "Choosing the Best Inflation Protection"
Contact Burt Hutchinson
Office Locations:
-
5511 Kirkwood Hwy
Wilmington, DE 19808 -
20245 Bay Vista Road
Suite 202
Rehoboth Beach, DE 19971
