About Bogart Wealth

In 2016, Bogart Wealth was formed to break away from the restrictions and agendas of big, corporate institutions. 

Bogart Wealth is an independent, fee-only wealth management firm guiding corporate executives, professionals, and families on their paths to and throughout retirement.

As a Registered Investment Advisor (RIA), we’re held to a fiduciary standard, which gives our clients the confidence that everything we do is always in their best interest.

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Our Firm Culture

When you join Bogart Wealth, you become part of a firm helping clients secure their financial peace of mind.  

Our firm commitment extends to our employees as well as our clients.

We put Clients & Company before self-interest. 

We do the right thing for the client. We rebate fees, fix our mistakes (trade error backdating). We do not sell “products’ for commissions or fees.

Our employees understand and believe in our firm goals and growth. They are loyal to company.

We are Dependable, Reliable, Trustworthy and Transparent for each other and our clients. 

We do what we say we are going to do and take responsibility for our position.

Our team relies on each other to perform their job in a timely and accurate manner.

Our employees have a strong work ethic and take pride in their work. The quality of work includes attention to detail, being proactive and exhibiting a high sense of urgency.

We work as a team to achieve client satisfaction often going above and beyond.

We do what we say we are going to do and take responsibility for our position.

Our team relies on each other to perform their job in a timely and accurate manner.

Helpful, Humble/No Egos, Positive Attitude, Professionalism, Loyalty, Friendly (Personable & Social). 

No matter what position they hold in the firm, everyone is willing to help our wherever needed.

Even though employees are busy, they maintain a positive attitude and the desire to help.

Self Motivated (Personal & Professional), Passionate, Innovative/Creative, High-Intelligence/Knowledge. 

We as a company are focused on growing. Motivated to assist with development of company. Always look for opportunities to improve.

Is Open and Clear. Ability to make client connection. Transparency. 

We educate and communicate with clients.

As a team we let each other know what is happening to work together to achieve the best possible client experience.

At Bogart Wealth, your total compensation package is more than your salary.  It includes generous benefits, professional development, career growth opportunities, and service recognition.  We provide:

  • 401(k) & Company Match
  • Dental Insurance
  • Flexible Spending Account
  • Health Insurance
  • Life Insurance
  • Paid Time Off
  • Professional Development Assistance
  • Employee Referral Program
  • Vision insurance
Money planted in different pots

Retirement Savings Plan
Company Match

Bag of money represent good HSA investing

Health Care Benefits

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Paid Time Off

Join Our Team

Ideal candidates are are always willing to go above and beyond expectations. 

See our open positions below:

McLean, VA

Advisory & Business Development Manager
Learn More / Apply
Client Service Associate
Learn More / Apply
Financial Advisor
Learn More / Apply

The Woodlands, TX

Financial Advisor
Learn More / Apply
Associate Financial Advisor / Relationship Manager
Learn More / Apply

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