Bogart Wealth is an SEC-registered independent investment advisory and wealth management firm. Founded on the principles of being a fee-only fiduciary, the company focuses on providing clients with comprehensive financial planning, investment management, and retirement planning services. Their stated mission is to help clients build, protect, and preserve their wealth through a proprietary process called the Bogart Wealth FORMula, which aims to provide financial organization, a clear roadmap, and ongoing management. The firm serves individuals, families, and institutions with a commitment to objectivity and placing clients' interests first.

Founded in

United States