In the News
News, articles, videos, press releases, and awards featuring Bogart Wealth from 2024-2025
USA Today Best Financial Advisory Firms 2025 – Rachel Barber
April 22, 2025
Bogart Wealth was named one of USA Today‘s Best Financial Advisory Firms for 2025, ranking #100 nationally and #3 in Virginia. The ranking, published in April 2025, is based on the growth of the companies’ assets under management (AUM) over the short and long term, as well as the number of recommendations received from clients and peers. Please See Important Disclosure Information.
Curb Your Enthusiasm? FAs Say Younger Savers Too Optimistic About Market Gains – Mela Seyoum
April 22, 2025
Financial Advisor Patrick Marcinko was quoted in Financial Advisor IQ discussing younger generations saving for retirement and their overconfidence in market gains. Patrick notes how “Gen Z has been ambitious in growing assets but also has been bogged down by the cost of asset prices, making it more difficult to get into areas such as real estate.”
Embrace Leadership Early in Your Career – Patrick Marcinko
April 15, 2025
Financial Advisor Patrick Marcinko highlights the importance of next-gen financial planners being leaders and taking initiative early in their careers in this article published in the April 2025 issue of the Journal of Financial Planning from the Financial Planning Association (FPA). Patrick notes that the earlier next-gen planners step into leadership, the faster they develop the confidence and skills needed to succeed in the profession.
Tariffs & Market Turbulence: Financial Professionals on What to Consider
April 14, 2025
Financial Advisor Nell Cordick was featured in this Citybiz article featuring a roundup of comments from financial professionals regarding tariffs and market turbulence. Nell uses her experience from the 08-09 financial crisis to gauge other economic downturns, providing a list of considerations for downturns: “Downturns are a great time to update your financial plan. Down markets will be an ideal time to test your long-term plan outcomes and make sure your spending plan is still solid.”
Navigating Layoffs: Financial Advisors’ Best Advice – Steve Garmhausen
April 9, 2025
Financial Advisor Patrick Marcinko was featured in Barron’s discussing immediate steps people should take if they lose their jobs, recommending reviewing your unemployment benefits immediately, assessing all your financial accounts, finding out your credit limit, and more.
Forbes Best-In-State Wealth Advisors (2025) – Sergei Klebnikov
April 8, 2025
Forbes and SHOOK Research named CEO James Bogart and Senior Vice President Nell Cordick to Forbes’ “Best-In-State Wealth Advisors” list for 2025, ranking #8 and #84, respectively, in Virginia – North. Please See Important Disclosure Information.
The Real #Finfluencers Ep. 14: James Bogart’s Marketing Secrets Behind His Firm’s Explosive Growth – Laura Garfield
April 7, 2025
Founder and CEO James Bogart was a guest on Idea Decanter’s Real #Finfluencers series, discussing how organic leads, digital marketing, and educational content played key roles in the firm’s growth. In addition to focusing on organic lead flow, James shares how creating targeted educational content and empowering his team to get involved in content creation were important drivers.
Inc. Regionals 2025 Mid-Atlantic: America’s Fastest-Growing Private Companies
April 1, 2024
Americans Are Dipping Into Their Retirement Funds – Aliss Higham
March 27, 2025
Financial Advisor Patrick Marcinko was recently quoted in Newsweek discussing the growing number of Americans dipping into their retirement funds. Patrick notes that although inflation has decelerated, prices remain higher than before the pandemic: “Housing and food costs, essential parts of any family’s budget, have surged, while many salaries have struggled to keep pace. For those who have already depleted their emergency savings, tapping into retirement funds can seem like a tempting option.”
SwiftCam Interview with Aleksandr Spencer at the 2025 Exchange Conference – Marie Swift
March 24, 2025
Chief Investment Officer Aleksandr Spencer participated in a SwiftCam video interview with Marie Swift of Impact Communications at the 2025 Exchange Conference in Las Vegas, where they discuss why he chose to attend the conference for the first time and the unique opportunities and investment insights the event provides. He also highlights Bogart Wealth’s remarkable growth story, shares how the company culture at the firm fosters a productive and fun environment, and expounds on the firm’s approach to serving clientele.
Why a 39-Year-Old Advisor Is Already Training the Next Generation of Advisors – John Kimelman
March 13, 2025
CEO James Bogart discusses Advisor Growth Track (AGT) powered by Bogart Wealth, the homegrown training program that introduces young advisors to all elements of the firm, in this article in Barron’s. James highlights why he built a proprietary in-house training program from scratch. AGT Graduate Nick Conforti also shares his experience working through the program, and Alie Cowley shares how AGT has boosted Bogart’s recruitment on various college campuses and helped to grow the team with competent professionals. The article was also published and the ungated content is viewable in MarketWatch.
Barron’s 2025 Top Advisors: Top 1,200 and Best-In-State
March 11, 2025
CEO James Bogart was selected as one of Barron’s Top Advisors for 2025, listed among the top 1,200 nationally and ranking #5 overall in the state of Virginia. Factors in the rankings include: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Please See Important Disclosure Information.
Advisors Navigate Choppy Waters after Trump Tariffs – Griffin Kelly
March 6, 2025
Financial Advisor Patrick Marcinko was quoted in this article from The Daily Upside looking at how financial advisors are navigating the Trump tariffs. Patrick says to keep in mind that Trump is known to be fickle: “Trump is very serious about pushing policy through tariffs… but it wouldn’t be a surprise if the current outlay of tariffs changes not too long from now.”
Income Too High To Contribute to Your Roth IRA? Enter the Backdoor Roth IRA – Patrick Marcinko
March 6, 2025
Financial Advisor Patrick Marcinko breaks down the Backdoor Roth IRA – a smart strategy for high-income earners to unlock tax-free retirement growth – in this bylined article he wrote for Advisorpedia: “Even if your income is above the Roth thresholds, there’s still a way to fund your account. Enter the Backdoor Roth IRA strategy.”
Bogart Wealth Introduces Executive Leader Jeffrey Fuhrman as President
February 25, 2025
In this news release published in Yahoo! Finance, Bogart Wealth announced that it has introduced Jeffrey Fuhrman, an experienced industry executive, to the team as President. As part of the hiring, James Bogart is relinquishing the President role to Fuhrman while maintaining the title of CEO & Founder. Fuhrman is a seasoned executive with a 30-year track record of driving business growth, optimizing operations, and building high-performing teams. As President of Bogart Wealth, he will lead the firm’s initiatives to enhance growth, expand capabilities, and strengthen its operational foundation.
Ex-prez of Focus affiliate joins Constellation-backed Bogart Wealth – Andrew Foerch
February 25, 2025
Citywire details Jeffrey Fuhrman’s appointment as President of Bogart Wealth. “You don’t grow as fast as they have to this point without a fabulous team that knows how to treat their clients. Part of this is to help build out the capability set and help grow the team so that we can continue to deliver that for the client base, “said Fuhrman. “It’s about increasing the efficiency and helping to scale the business and creating a really a sustainable enterprise that lives on for a long time.”
Bogart Wealth Taps New President From Focus Partner Firm – Alex Ortolani
February 25, 2025
This article from WealthManagement.com details Jeffrey Fuhrman’s appointment as President of Bogart Wealth. CEO James Bogart expressed confidence in Fuhrman’s ability to lead the firm’s next phase of success: “Bogart Wealth has grown rapidly over the past 5 years, so we wanted to bring on an experienced executive to take over the president role and address the need for additional leadership in order to support our existing clients and continue to expand the offerings we provide.”
Bogart Wealth Makes Key Hire – Leo Almazora
February 25, 2025
Bogart Wealth was featured in this article from InvestmentNews announcing that the firm has appointed Jeffrey Fuhrman as its new president. “I’m very excited to join Bogart Wealth at such a defining time in its evolution,” Fuhrman said. “James has built an impressive organization, and I look forward to working alongside the team to contribute to its continued success.”
Washingtonian Magazine’s 2025 Top Fee-Only Financial Advisers in Virginia
February 21, 2025
President and CEO James Bogart was named a Top Fee-Only Financial Adviser in Virginia by Washingtonian Magazine, as chosen by his peers. The list was compiled based on surveys distributed to hundreds of people who work in the local financial industry, who were asked whom they would trust with their own money. Washingtonian also did their own research, consulting industry experts and publications. Those who made the list, compiled in January 2025, are the ones who received the strongest recommendations. Please See Important Disclosure Information.
2025 Best-In-State Top Women Wealth Advisors – Sergei Klebnikov
February 11, 2025
Senior Vice President and Financial Advisor Nell Cordick is featured in the 2025 list of Best-In-State Top Women Wealth Advisors from Forbes and SHOOK Research, ranking #15 in the state of Virginia. The list highlights top women advisors in the profession and is based on qualitative and quantitative data. Please See Important Disclosure Information.
InvestmentNews 2025 Top Financial Advisors in the USA
February 10, 2025
Founder and CEO James Bogart was recognized as a 2025 Top Financial Advisor in the USA by InvestmentNews, ranking #19 on their list of the Top 100 Advisors based on overall AUM, AUM growth, and client growth between August 2023 and August 2024. Please see important disclosure information and methodology.
It’s Trump 2.0. What Financial Advisors Are Telling Clients to Do Now. – Steve Garmhausen
February 6, 2025
Financial Advisor Patrick Marcinko was quoted in Barron’s Advisor, sharing what he’s telling clients as the second Trump administration takes shape: “One of the things we’re telling clients is, ‘OK, given all the things that we’ve seen and all the things that we expect to see, it’s really important for us to do almost a reset, to stress test the portfolio as well as the financial plan in different ways than we had maybe six months ago.’” The article was also published and the ungated content is viewable on MSN.com.
Tips for Preparing to File Your 2024 Taxes – Patrick Marcinko
February 3, 2025
Financial Advisor Patrick Marcinko provides actionable tips for the 2025 tax season to help make the filing process easier in this article he wrote for Advisorpedia. While Tax Day may seem far off, it’ll be here before you know it. Whether you’re filing on your own or working with a professional, taking action now will make all the difference.
How Much Do You Need to Retire Comfortably? – Sean Canonica
January 31, 2025
Financial Advisor Morgan Veth was quoted in ComparisonAdviser discussing how much someone needs to retire comfortably. She notes common mistakes that many planning for retirement make, including underestimating healthcare costs and not accounting for costs of major life events.
Bogart Wealth Closes on Minority Investment from Constellation Wealth Capital While Remaining Independent
January 22, 2025
In this news release from Bogart Wealth published in Yahoo! Finance, the firm announces that it is accepting a minority investment from Constellation Wealth Capital, which will be used to further enhance the firm’s client services, technology solutions, recruitment initiatives, marketing activities, and more. Bogart Wealth remains a proudly independent registered investment adviser (RIA), with employees being the overwhelming majority owners of the business. “The CWC team brings significant experience to our organization that will serve our team well and demonstrates our deep commitment to our clients and their families. This investment serves as a strong validator of our firm’s mission, vision, marketplace position, and growth trajectory,” said CEO James Bogart.
Heckenberg’s Constellation Buys Minority Stake in $3 Billion Bogart Wealth – Andrew Welsch
January 22, 2025
This article from Barron’s discusses Constellation Wealth Capital’s minority investment in Bogart Wealth. This partnership serves as a strong endorsement of Bogart Wealth’s mission, vision, and growth trajectory, highlighting the firm’s position in the wealth management sector.
Bogart Wealth Eyes More Growth With Minority Staking Deal – Leo Almazora
January 22, 2025
Bogart Wealth was featured in this article from InvestmentNews sharing details of the minority investment from Constellation Wealth Capital. This strategic partnership aims to support Bogart’s growth in areas like client services, technology, recruitment, and marketing, while allowing the firm to maintain its independence. The deal reflects a broader trend of private equity investments in the wealth management sector.
Exclusive: Constellation stakes $3bn Virginia RIA Bogart Wealth – Andrew Foerch
January 21, 2025
In this article from Citywire, the minority investment that Constellation Wealth Capital made in Bogart Wealth is detailed. CEO James Bogart shares details on the firm’s growth and how Constellation’s track record made him confident the firm could add value for Bogart Wealth while fitting with its client-focused culture: “It’s been explosive growth, we hired a whole bunch of people and, candidly, we’ve got some pretty impressive growth engines that are generating more lead flow than we’re able to completely service via just our existing advisory corps. We’re at the place now where we’ve got to start looking at other ways of growing.”
James Bogart: The Unexpected Way Grappling With Covid Set Us Up for Success – Steve Garmhausen
January 17, 2025
Founder and CEO James Bogart was profiled in Barron’s Advisor, sharing valuable insights on why resetting investor expectations for 2025 is crucial and detailing the unexpected ways that COVID set Bogart Wealth up for success. In a candid conversation with Steve Garmhausen, James delves into the challenges of developing leadership skills on the go and reflects on a personal health scare that prompted him to rethink his priorities. “The industry has changed dramatically over the past 17 years. When I started, we gave away financial planning to get the investments. The industry is now giving away investments in order to get planning.” The article was also published and the ungated content is viewable in MarketWatch.
I’m a Retirement Planner: 1 Money Move I Recommend to My High-Net Worth Clients That You Can Use, Too – Emily Fowler
January 15, 2025
Financial Advisor Patrick Marcinko shares money moves that Bogart Wealth’s high-net-worth clients use that are practical for anyone looking to manage their financial future, in this article from GOBankingRates: “The biggest piece of advice for retirees is to create a financial plan before retiring. A good financial plan should provide peace of mind that you are on track for a successful retirement, financially.”
Rich People Worry, Too. Here Are Their Biggest Concerns, According to Advisors. – Steve Garmhausen
January 8, 2025
Financial Advisor Nell Cordick was quoted in Barron’s Advisor discussing some of the biggest concerns of her wealthy clients: “Money is relative; it causes the same stress for someone who has a very low income as someone who is very wealthy. Most people want to leave something to someone, regardless of what place the giver is on the economic spectrum. So they’re cautious with their own money. There’s a fear of not being able to help one’s kids or grandkids.” The article was also published and the ungated content is viewable on MSN.com.
James Bogart Named to the 2024 InvestmentNews Hot List
December 17, 2024
CEO James Bogart was named to the 2024 InvestmentNews Hot List, recognizing the top financial professionals in the US who have stood out from the crowd. Winners were selected from hundreds of nominations based on contributions that have helped shape the wealth management industry over the past 12 months. Please see important disclosure information and methodology.
Want to Attract Top Talent? Try These Comp Perks – Griffin Kelly
December 17, 2024
Human Resources Manager Alie Cowley was quoted in The Daily Upside discussing extra and unique perks and benefits offered by Bogart Wealth to attract and retain top talent in the profession: “Family leave has been an absolute game-changer.”
Advisory Firms Need to Hire More Staff — and Fast – Griffin Kelly
December 12, 2024
CEO James Bogart was quoted in The Daily Upside discussing the talent shortage grappling the RIA industry and how the competition for skilled professionals will only intensify: “The huge component we’re missing are advisors in the 30 to 45 year-old range who are best suited for long term relationships.”
Bogart Wealth Named ThinkAdvisor 2024 Luminaries Award Winner for Thought Leadership & Education – Janet Levaux
December 12, 2024
Bogart Wealth was named a ThinkAdvisor 2024 Luminaries Award winner for Thought Leadership and Education, recognizing the firm’s robust library of educational content and resources. Financial Advisor Patrick Marcinko was also honored as a Next-Gen Rising Star, highlighting individuals with less than 10 years of industry experience driving impactful, newsworthy results.
Bogart Wealth Uses Education to Develop a New Generation of Advisors – Bobbie Turner
December 5, 2024
CEO James Bogart and Financial Advisor Patrick Marcinko were featured in this podcast from ThinkAdvisor, celebrating their inclusion in the prestigious ThinkAdvisor 2024 Luminaries Awards. The conversation focused on the firm’s philosophy on education—highlighting its pivotal role in empowering investors, pre-retirees, and the next generation of advisors. They also shared valuable insights to support advisors already making an impact in the industry.
Americans Plan to Reduce Debt For New Year Resolutions: CFP Board – Josh Welsh
December 4, 2024
Financial Advisor Jung Seh was quoted in InvestmentNews discussing strategies to help clients with debt management: “Focus on paying off the highest interest debt first by allocating maximum funds to it while making minimum payments on lower-interest debts. Once a high-interest debt is cleared, redirect those payments to the next one, and repeat the process.”
InvestmentNews 2024 Rising Stars: Best Wealth Managers & Advisors Under 40 in the USA
November 20, 2024
CEO James Bogart was named to the 2024 InvestmentNews Rising Stars list, featuring the top wealth managers and financial advisors under 40 in the USA. Please see important disclosure information and methodology.
RIA Leaders 2024: 150 Largest Fee-Only RIAs – Tobias Salinger
November 20, 2024
Bogart Wealth was named to Financial Planning‘s 2024 list of RIA Leaders, featuring the 150 largest fee-only advisory firms in the country and ranking as the 143rd largest firm in the country in terms of assets under management. Rankings were compiled from registered investment advisory firms’ SEC Form ADV filings in September 2024. Please See Important Disclosure Information.
America’s Top Financial Advisory Firms 2025 by Newsweek
November 19, 2024
Bogart Wealth was recognized as one of America’s Top Financial Advisory Firms for 2025 by Newsweek, in partnership with Plant-A Insights Group. This award highlights firms that go beyond the basics, offering innovative financial solutions, a commitment to fiduciary responsibility, and a client-first approach. Please see important disclosure information and methodology.
Bogart Wealth Listed as Top RIA Firm in Virginia in Forbes, CEO James Bogart Named a Barron’s Top 100 Independent Financial Advisor
November 7, 2024
In this news release from Bogart Wealth published in Yahoo! Finance, the firm shares the latest news and updates from Q3 2024: recent awards and rankings from Barron’s, Forbes, Inc. Magazine, ThinkAdvisor, and Financial Advisor Magazine, plus provides details on all of our recent educational content and resources.
Healthcare Planning for Retirees: What to Know – Sean Canonica
November 1, 2024
Financial Advisor Jung Seh was quoted in this ComparisonAdviser article sharing what to know about healthcare planning for retirees, including what to do if you retire before Medicare eligibility, considering long-term care insurance, and more. Jung says it’s critical to “plan accordingly to determine how you can cover the gap between retirement and the start of healthcare.”
Advisors Are Using AI but Skipping Compliance Guardrails – Rachel Witkowski
November 1, 2024
Compliance Officer Suzanne Kellogg was quoted in Financial Planning Magazine discussing the lack of compliance oversight with so many financial advisors increasingly adopting AI tools: “When AI is used to generate a narrative or drive a function, there is a risk that the output could be wrong and needs to be reviewed for accuracy. Compliance needs to be involved when it comes to AI.”
Why Requesting Referrals for Business Growth Is “A Terrible Idea” – Josh Welsh
November 1, 2024
Director of Advisory Amanda Muse was interviewed by InvestmentNews about how advisory firms are driving growth outside of referrals, highlighting how we attract new clients and provide value to clients at Bogart Wealth through in-person events and social gatherings: “We’re doing dinners with our Client Advisory Council, starting back up in-person seminars, which we’re very excited about, and then we do webinars as well on an ongoing basis.”
5 Questions to Ask Your Financial Advisor Before Year-End – Catherine Brock
October 31, 2024
Financial Advisor Brian Windsor was quoted in Yahoo! Finance, highlighting various questions to ask your financial advisor before the end of the year. He notes that hindsight can be instructive, so you should ask your advisor whether the current year’s performance should influence the future strategy.
What Role do Commissions Now Play for Advisors? – Josh Welsh
October 31, 2024
Director of Advisory Amanda Muse was quoted in this InvestmentNews article looking at the role that commissions play for financial advisors in today’s fee-only world. She points out that not all products are inherently bad just because they are commission-based: “There are products that have a place and that do serve client needs. We need advisors or firms that provide those products.”
I’m a Financial Advisor: 7 Pieces of Advice I Give My Clients With Debt – Jake Safane
October 22, 2024
Financial Advisor Jung Seh spoke with GOBankingRates about ways to tackle debt that can help someone get on a better financial footing: “The first place I would start is to create a budget. You’ve got to know how much money is coming in, what your variable expenses are and what your fixed expenses are.”
Direct Indexing vs. ETFs in an Investment Portfolio – Kate Stalter
October 21, 2024
Financial Advisor Misty Garza was quoted in US News & World Report comparing Direct Indexing and ETFs. Misty points out that both options can play a role in your investment strategy: “Because of the personalization of direct indexing, you can use it along with ETFs to create an investment strategy in qualified and non-qualified accounts that matches your goals and objectives.”
Net Unrealized Appreciation (NUA) Retirement Planning & Tax Optimization – Patrick Marcinko
October 10, 2024
Financial Advisor Patrick Marcinko breaks down the complexities of Net Unrealized Appreciation (NUA) for retirement planning and tax optimization in an article he wrote for Advisorpedia, including who can benefit from it and when you may be eligible to take advantage of it.
America’s Top RIA Firms (2024) – Sergei Klebnikov
October 8, 2024
Bogart Wealth was ranked by Forbes and SHOOK Research in the 2024 list of America’s Top RIA Firms, coming in at #23 nationally and #1 overall in Virginia: “The third annual Forbes/Shook Top RIA list highlights firms that have strong track records when it comes to stewarding client wealth and preserving it for the long term.” Please See Important Disclosure Information.
Paid Birthdays Off, Pet Insurance, and ‘Congratulations Bonuses’: Advisor Firms’ Most Unusual Benefits – Steve Garmhausen
September 25, 2024
Human Resources Manager Alie Cowley highlights some of Bogart Wealth’s most unique benefits offered to team members in this Barron’s article: “A major initiative that we brought into play this year is offering employees two weeks of family leave to lessen the stress of caring for a loved one. That’s in addition to the standard paid time off that everyone gets, and it’s in addition to maternity leave.”
Barron’s 2024 Top Advisors: Top 100 Independent Financial Advisors
September 17, 2024
CEO James Bogart was selected as one of Barron’s Top Advisors for 2024, ranked #57 in the list of the top Independent Financial Advisors in America. Factors in the rankings include: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Please See Important Disclosure Information.
2024 ThinkAdvisor Luminaries Awards Finalist: Thought Leadership & Education
September 9, 2024
Bogart Wealth was named a 2024 ThinkAdvisor Luminaries Finalist for Thought Leadership & Education among RIA firms, highlighting all of our educational resources, as well as our Advisor Growth Track program. In addition, Financial Advisor Patrick Marcinko was named a Next-Gen Rising Star finalist. Please See Important Disclosure Information.
Emergency Fund Financial Planning & Budgeting – Patrick Marcinko
August 16, 2024
Financial Advisor Patrick Marcinko highlights how an emergency fund is a foundational piece of a strong financial plan in this article he wrote for Advisorpedia. Patrick notes that setting cash aside will allow you to pay for unexpected expenses and keep working towards your financial goals.
2024 Inc. 5,000: America’s Fastest-Growing Private Companies
August 15, 2024
Bogart Wealth was featured in the Inc. 5000 list of the fastest-growing private companies in America for the fourth year in a row, coming in at #3,059 in the 2024 rankings thanks to 163% 3-year growth. Please See Important Disclosure Information.*
Next-Gen Advisors: The Future of Financial Advice – Patrick Marcinko
August 15, 2024
Financial Advisor Patrick Marcinko discusses how the development and growth of next-gen financial advisors is crucial to sustaining the industry’s success in this article he wrote for Wealth Management Magazine’s 2024 Midyear Outlook issue.
Leading Wealth Management Firms Reveal Tech Stack Goals and Issues – Henry Zelikovsky
August 15, 2024
Financial Advisor Mike Duffy discusses Bogart Wealth’s tech stack and what the firm looks for when it comes to wealthtech – namely, a better, more flexible client experience – in this article published in Wealth Management Magazine’s 2024 Midyear Outlook issue.
Why Financial Literacy is Important – Stephanie Faris
August 14, 2024
Financial Advisor Patrick Marcinko was quoted in this article from The Penny Hoarder discussing why financial literacy is important and how to improve it. Patrick highlights the importance of getting a handle on your finances with a budget and also weighs in on reverse budgeting, emergency funds, automating savings, and more.
Asset Allocation and Investment Trends to Watch in 2024 and Beyond – Kelly Fitzpatrick
August 14, 2024
Chief Investment Officer Aleksandr Spencer was quoted in Retirement Daily on TheStreet discussing the rise of ETFs and ETF trends in 2024. Aleks notes the advantages ETFs have over mutual funds as a reason for their rise, “ETFs publish live intra-day pricing, the same as the stock quotes most investors are accustomed to seeing and appreciate. And ETFs are often simpler to transact since they only have one share class with a straight-forward cost structure.”
Impact of an Inheritance on Retirement Planning – Brandon Canonica
August 9, 2024
Financial Advisor Morgan Veth discusses the impact of an inheritance on a retirement plan in this article for ComparisonAdviser. She suggests taking some time to reflect on the best use of the inheritance: “Often times, people aren’t in the best state of mind after losing a loved one, so take the time to really consider how the money can enhance your financial plan and goals.”
I’m a Financial Planner: 4 Top Money Scams I See Boomers Fall For – Jake Safane
August 9, 2024
Financial Advisor Patrick Marcinko was featured in this GOBankingRates article discussing various money scams aimed at boomers. Patrick provides tips on how to avoid them and weighs in on IRS phone scams, AI voice impersonation, maintaining strong passwords, and more.
Best-In-State Top Next-Gen Wealth Advisors (2024) – Sergei Klebnikov
August 8, 2024
CEO James Bogart is listed as #23 overall in Forbes’ 2024 list of America’s Top Next-Gen Wealth Advisors and #1 in the state of Virginia in Forbes’ list of Best-In-State Next-Gen Wealth Advisors. Please See Important Disclosure Information.
Markets Just Tanked Unexpectedly. What Money Pros Are Telling Clients. – Steve Garmhausen
August 6, 2024
Senior Vice President and Financial Advisor Nell Cordick was featured in this article from Barron’s, sharing what she’s telling clients after the recent global stock sell-off: “We manage risk in our portfolios. However, when we have these extremely volatile periods, it does create opportunities for us, and that’s what we’re telling clients.”
The New Retirement Reality: Building Wealth Takes Time & Smart Strategies – Patrick Marcinko
July 30, 2024
Financial Advisor Patrick Marcinko highlights the various savings accounts available and some smart saving strategies in this article he wrote for Retirement Daily on TheStreet, which explores a realistic roadmap to wealth creation. Consistency and patience are two important factors in building wealth in today’s economy.
2024 RIA Survey & Ranking: RIAs Confront Their Own Success – Eric Rasmussen
July 12, 2024
Bogart Wealth was listed in Financial Advisor Magazine’s 2024 RIA Survey & Rankings, listing the top Registered Investment Advisory firms in the U.S. by assets under management. Bogart Wealth ranked #167 on the nationwide list of largest RIAs. Rankings compiled by AUM. Discretionary and nondiscretionary AUM sourced from the firms’ Form ADVs.
Largest Wealth Management Firms in Greater Washington 2024 – Carolyn Proctor
July 12, 2024
Bogart Wealth is included in this list of the largest wealth management firms in the greater D.C. area by the Washington Business Journal, ranked by metro-area financial planners, coming in at #11 on the list. Source: The companies. Data is collected and compiled by full time researchers in The Business Journals newsrooms. Information is generally gathered through direct outreach with businesses and organizations.
4 Ways the Upper Class Handles Inflation That the Middle Class Could Learn From – Jake Safane
June 10, 2024
Financial Advisor Patrick Marcinko was quoted in this article from Yahoo! Finance looking at ways the upper class handles inflation that the middle class could learn from: “Wealthy individuals ensure they have an emergency fund, or cash set aside, that can help them cover surprise expenses. This helps them avoid relying on debt when expenses turn out to be a lot more than they had expected.”
What Are Expense Ratios? – Sean Canonica
June 7, 2024
Financial Advisor Jung Seh was quoted in this ComparisonAdviser article discussing expense ratios and why they matter to investors, how they can impact a portfolio, active vs. passive investing, and more.
How Much You Need To Go From Lower Middle Class to Upper Middle Class in 5 High-Cost Cities – Jake Safane
May 14, 2024
Financial Advisor Patrick Marcinko was quoted in this GOBankingRates article looking at how much you need to move from lower middle class to upper middle class in various high-cost cities: “When moving to an area that has a higher cost of living than what you’re accustomed to, it is important to have a good handle on your money, particularly your expenses.”
What Are the Pros and Cons of a Buy-and-Hold Strategy? – Kate Stalter
May 4, 2024
Vice President Brian Windsor was quoted in this US News and World Report article looking at the pros and cons of a buy-and-hold strategy, where he highlights the importance of working with a financial advisor: “I have seen investors wait years, even decades on the sidelines. This leads to missed opportunity costs in the market and possibly missed long-term financial flexibility.”
USA Today Best Financial Advisory Firms 2024 – Paul Davidson
April 24, 2024
Bogart Wealth was named one of USA Today‘s Best Financial Advisory Firms for 2024, placing on a list of the top 500 RIA firms in the country based on AUM growth and recommendations from clients and peers. Please See Important Disclosure Information.
The Next Big Challenge Advisors Face – Josh Welsh
April 15, 2024
CEO James Bogart was profiled in InvestmentNews, discussing the firm’s recruiting tool and professional growth and training program, Advisor Growth Track, the rapid organic growth of the firm in recent years, and the human capital challenge that advisory firms are going to be facing in the future.
Bogart Wealth Earns Q1 2024 Recognition from Barron’s, Forbes, Inc. Magazine, and Washington Business Journal
April 10, 2024
In this news release from Bogart Wealth published in Yahoo! Finance, the firm shares the latest news and updates from Q1 2024: recent awards and rankings from Barron’s, Forbes, Inc. Magazine, and Washington Business Journal, plus the launch of THE BOGART EFFECT: A Wealthy Wisdom Podcast.
Forbes Best-In-State Wealth Advisors (2024) – Sergei Klebnikov
April 3, 2024
Forbes and SHOOK Research selected CEO James Bogart as one of Forbes’ “Best-In-State Wealth Advisors” for 2024, ranking #4 in the state of Virginia. Please See Important Disclosure Information.
Barron’s 2024 Top Advisors: Top 1,200 and Best-In-State
March 11, 2024
CEO James Bogart was selected as one of Barron’s Top Advisors for 2024, listed among the top 1,200 nationally and ranking #5 overall in the state of Virginia. Factors in the rankings include: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Please See Important Disclosure Information.
Jason Gulosh of Bogart Wealth: 5 Things to Look For When Hiring a Financial Advisor – Yitzi Weiner
March 6, 2024
Director of Advisory Jason Gulosh was interviewed as part of Authority Magazine’s “Five Things to Look For When Hiring a Financial Advisor” series, discussing his journey in the financial services industry as well as what to look for when deciding on a financial advisor.
Inc. Regionals 2024 Mid-Atlantic: America’s Fastest-Growing Private Companies
February 27, 2024
Bogart Wealth was named to the Inc. Regionals 2024 list of Fastest-Growing Companies, coming in at #84 in the Mid-Atlantic region with 124% 2-year growth. Companies are ranked according to percentage revenue growth from 2020 to 2022. Please See Important Disclosure Information.*
Best-In-State Top Women Wealth Advisors (2024) – Sergei Klebnikov
February 8, 2024
Senior Vice President and Financial Advisor Nell Cordick is listed in the 2024 list of Best-In-State Top Women Wealth Advisors from Forbes and SHOOK Research, ranking #12 in the state of Virginia. Please See Important Disclosure Information.
From Practice to Enterprise with James Bogart – Kyle Van Pelt
February 6, 2024
President and CEO James Bogart was recently featured on The Connected Advisor Podcast from Milemarker, where he discussed how educational content and value creation for clients have fueled Bogart Wealth’s rapid growth in the past few years. James also shares how transitioning to digital platforms helped grow the firm, the importance of a strong team and company culture, and more.
15-year vs. 30-year Mortgage: Which is Best For You? – Sandy John
January 17, 2024
Vice President Misty Garza was quoted in this CNN article looking at the pros and cons of a 15-year vs. 30-year mortgage, as well as other important considerations: “A 15-year note almost immediately starts to pay down principal balance whereas a 30-year mortgage spends almost the first 10 years paying interest with barely any of the principal being touched.”
Washington Business Journal’s 2024 40 Under 40 Honorees – Caitlin Lyons
January 12, 2024
President and CEO James Bogart was named to Washington Business Journal’s 40 Under 40 list for 2024. Honoring the next generation of Greater D.C.-area business leaders, James was awarded due to the impressive growth of the firm under his leadership, the various top financial advisor lists he’s been featured on, his thought leadership in industry and national publications, the launch of the Advisor Growth Track program, his work in the community and industry, and more. In order to be considered, nominees must live and work in the Washington DC area and are judged based on professional accomplishments, community leadership, awards, and milestones. Nominee Criteria: In order to be considered, nominees must live and work in the Washington DC area and are judged based on professional accomplishments, community leadership, awards, and milestones.
What Is a Pension Plan? – Sean Canonica
January 12, 2024
Financial Advisor Jung Seh was recently quoted in this ComparisonAdviser article looking at how a pension plan fits into your overall retirement plan: “Think about all the retirement income sources you will have such as a DB plan, DC plan, IRA, Roth IRA, social security, or after-tax savings, then ask yourself, how much will I need to replace my paycheck?”
6 Types of Savings Accounts That Can Help Grow Your Money – Alena Botros
January 12, 2024
Financial Advisor Patrick Marcinko was featured in this Fortune article that explores the many different types of savings accounts to choose from, including high-yield savings accounts, CDs, money market accounts, specialty savings accounts, and more.
Fidelity vs. Charles Schwab: Which Is the Right Choice for You? – Marc Guberti
January 11, 2024
Vice President Misty Garza was quoted in this US News and World Report article comparing two of the largest investment platforms in the country – Fidelity and Charles Schwab – noting subtle differences to keep in mind as investors try to decide on which is best for them: “What sets brokerage firms apart from each other is their trading platforms, educational tools, and support when needed.”
It’s a New Year. Here’s How Wealth Management Firms Plan to Grow in 2024 – Steve Garmhausen
January 10, 2024
One way successful wealth management firms continue to grow and keep their people motivated is to set annual goals. In this article from Barron’s Advisor, CEO James Bogart shares some insight into Bogart Wealth’s plans and goals for 2024, including growing the team, building out additional office space, starting a podcast, implementing technology enhancements, enhancing the client experience, and expanding client servicing capabilities.
Washingtonian Magazine’s 2024 Top Fee-Only Financial Advisers in Virginia
January 2, 2024
President and CEO James Bogart was named a Top Fee-Only Financial Adviser in Virginia in 2024 by Washingtonian Magazine. To arrive at the names of Virginia’s Top Financial Advisers, the Washingtonian distributed surveys to hundreds of people who work in the local financial industry and asked them whom they would trust with their own money, in addition to doing their own research and consulting industry experts and publications. The advisors who received the strongest recommendations were listed as a Top Financial Adviser. Please See Important Disclosure Information and How They’re Chosen.
Please Note Limitations: Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. Unless otherwise noted, a fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. A nominal submission fee was paid for consideration for the awards or rankings containing an asterisk alongside the disclosure link. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm. ANY QUESTIONS: Bogart Wealth’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.
ANY QUESTIONS: Bogart’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.
