James Bogart
CFP®, ChFC®
CEO & Founder
Meet James
As CEO of Bogart Wealth, James Bogart focuses on maintaining the highest level of customer service possible, and seeking to deliver the most effective technology, reporting tools and analysis to every Bogart Wealth client. A charismatic visionary and next-gen founder with seemingly endless energy, he surrounds himself with people who complement his skills. James promotes a collaborative environment, leading by example and always exemplifying Bogart Wealth’s core values. He sets a high bar for himself and his employees, encouraging everyone to acquire designations that will help them advance their careers and better serve clients.
A seasoned wealth advisor and visionary leader, James takes personal pride in assisting executives, entrepreneurs, and professionals in pursuing their dreams through highly customized financial planning strategies. James’ practice spans wealth plan design, investment management, estate planning, family legacy planning, business succession, charitable giving, asset protection, and retirement concerns, with a special insight and focus on multi-generational strategies. He regularly addresses audiences of industry professionals and senior corporate executives on new and upcoming developments in this field.
James Bogart’s Education
Educated at the University of Virginia and Georgetown University, James is an Investment Adviser Representative, a Chartered Financial Consultant® (ChFC®), and a CERTIFIED FINANCIAL PLANNER (CFP®).
More About James Bogart
James and his wife Ashley enjoy spending time with their children Makenna, Peyton, and Landon. He serves on the board of directors for local non-profit The Hopkins Society. He is also a proud Eagle Scout, remaining active with the Boy Scouts of America. He enjoys golf, travel, reading, and cooking.
Featured In
Awards & Recognition
Forbes
2025 Best-In-State Wealth Advisors
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April 2025
Barron’s
2025 Top Advisors: Best-In-State
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March 2025
Barron’s
2024 Top 100 Independent Advisors
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September 2024
InvestmentNews
2025 Top Financial Advisors in the USA
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February 2025
Washington Business Journal
2024 40 Under 40 Honorees
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January 2024
Washingtonian Magazine
2025 Top Fee-Only Financial Advisers
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February 2025
Please Note: Neither media mentions, nor awards or rankings, nor the achievement of any professional designation, should be construed as a guarantee that any client will experience a certain level of results if the investment professional or Bogart Wealth is engaged to provide investment advisory services. Unless otherwise noted, a fee was not paid by either the investment professional or the Firm to receive the ranking. 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 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.
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