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Wealth management firm also launches new personal finance podcast as part of education learning series
McLean, VA, April 10, 2024–(BUSINESS WIRE)–Bogart Wealth, an award-winning independent wealth management and registered investment advisory firm, ranks first on multiple lists of Top Financial Advisors and Fastest Growing Companies in national and industry publications was nominated by. A few months into 2024.
in Barons, President and CEO James Bogart was named a 2024 America’s Top 1,200 Financial Advisor and State Best Wealth Advisor, ranked #5 overall in Virginia, and a 2023 Moved up 6 places from the rankings. This will be his third consecutive year appearing on the show. Barons Top 1200 list.
in forbes, Bogart was named the state’s Best Wealth Advisor for 2024, ranking No. 4 in all of Northern Virginia, moving up another spot from last year’s ranking.This is the 6th consecutive year forbes magazine Best ranking in the state.He is also ranked forbes magazine He has been named to the list of Top Next Generation Wealth Advisors since 2019 and was ranked #1 in Virginia in the most recent 2023 rankings.
forbes Senior Vice President and Financial Advisor Nell Cordic is also included in the 2024 Top Women Wealth Advisors list, ranking 12th in Virginia. Ms. Cordic joined Bogart Wealth in 2020, where she has worked in the wealth management industry for nearly 20 years, advising high-net-worth individuals and families on building, maintaining and managing their wealth. She strives to understand her clients’ goals and needs while establishing comprehensive financial plans and providing customized, innovative and appropriate solutions.
Additionally, James Bogart recently Washington Business Journal Following his selection as a 2024 Virginia Top Financial Advisor and Fee-Only Financial Planner, he was named to the 2024 40 Under 40 list, which honors the next generation of business leaders in the Greater DC area. washington magazine. Finally, the company was named to his 2024 Inc. Regional Fastest Growing Companies list, placing him No. 84 in the Mid-Atlantic region.
“It’s an honor to be recognized by a prestigious publication,” Bogart said. “We work hard every day for our clients, and all recognitions like this further strengthen the value we bring to their lives. We also want to give a special shout out to the amazing team at Bogart Wealth. I would like to send them. They are not there. , none of these achievements would be possible.”
Forbes and Barron’s ranking criteria and methodology
forbes magazine The ranking, developed by SHOOK Research, is one of the only quality-focused advisor rankings that includes in-person and virtual surveys and interviews with advisors. The rankings are based on algorithms of qualitative data collected through these surveys and interviews, as well as quantitative data such as revenue generated and assets under management, to assess best practices, service levels, investment models, industry experience, and compliance records. Based on.
For more information, forbes Click here to learn how to rank the state’s best.To see the complete list of forbes‘ 2024 State’s Best Wealth Advisor, click here.
For more information, forbes Click here to learn how we rank the top female wealth advisors.To see the complete list of forbes‘Click here for 2024’s Top Women Wealth Advisors.
For more information, forbes Click here to learn how we rank the Top Next Generation Wealth Advisors.
of Barons The rankings are based on data provided by approximately 6,000 of the nation’s most productive advisors. Factors included in the rankings include assets under management, revenue generated by a company, regulatory performance, quality of operations, and philanthropy. Investment performance is determined by explicit factors, as not all advisors are audited and performance numbers are often influenced more by the client’s risk tolerance than by the advisor’s ability to select investments. Not.of Barons The ranking formula features three main calculated categories: 1. Assets, 2. Revenue, and 3. Quality of Practice.
For more information, Barons Click here to learn how we rank our top advisors.To see the complete list of Barons Click here for a ranking of the Top 1,200 Financial Advisors by state.
James Bogart named Washington Business Journal’s 40 Under 40 Award winner
James Bogart in January Washington Business Journal 2024 40 Under 40 List. In honoring his leadership of the next generation of businesses in the Greater DC region, Mr. Bogart noted the company’s remarkable growth under his leadership, his list of top advisors, and his list of top thought leaders in the industry. I won the award for my leadership. and national publications, his work in the community and industry, and the launch of the firm’s professional growth and training program, Advisor Growth Track.
Candidates must live and work in the Washington, DC area and will be judged based on professional accomplishments, community leadership, awards, and milestones. Click here to learn more about the selection criteria and see the complete list of winners.
This honor is from washington business journal The award comes following renewed recognition from a prominent local publication. washington magazine, James Bogart has been named a 2024 Top Financial Advisor and Fee-Only Financial Planner in Virginia. To figure out the names of Virginia’s top financial advisors, The Washingtonian distributed a survey to hundreds of people working in the local financial industry, and in addition to our own research and consulting with industry experts, we I asked who I could trust with my money. Publication. The advisor with the strongest recommendation was listed as the Top His Financial Advisor.
To see the complete list of top financial advisors washington magazine Click here for more information on how to choose.
Bogart’s Wealth Included in Regional List of Corporations
Bogart Wealth was also named to the 2024 Inc. Regional Fastest Growing Companies List – Inc. Magazine The company ranks 84th in the Mid-Atlantic region in an annual ranking of America’s fastest-growing private companies by region.
Bogart Wealth made the list for its 124% growth over two years (companies are ranked based on revenue growth from 2020 to 2022). The company has experienced rapid growth since his 2020 and currently manages over $2.5 billion in client assets.
Bogart Wells has also been on the Inc. 5000 list for the past three years. Inc. Magazine A national ranking of the fastest growing private companies in America. In 2023, he ranked 3,547th.
Click here to see Bogart Wealth Inc.’s profile and complete regional rankings. Click here for more information about Inc.’s regional listings and verification process. Click here to learn more about the Inc. 5000 list and the verification process.
Bogart launches personal finance podcast for education
As a fiduciary, Bogart Wealth takes great pride and responsibility in being a financial educator. This is a new edition called THE BOGART EFFECT: A Wealthy Wisdom Podcast, featuring founder James Bogart and his team of financial advisors and special guests in candid conversations about everything related to personal finance. This inspired me to start an educational podcast.
Each will share their personal stories and experiences with the goal of redefining what saving and planning for the future actually looks like. The show also aims to provide listeners with insightful takeaways that they can apply to their own financial lives.
The podcast launched with three episodes.
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In “Planning for 2024,” host James Bogart and financial advisor Brian Windsor discuss how to prepare and plan for your financial future in the new year.
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In “How Roth IRAs Can Be Great,” Bogart joins financial advisor Sidney Rutledge to discuss the benefits of Roth IRAs and why he thinks they can be a great option for certain savers and investors.
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In “The Family Conversation,” Bogart and financial advisor Morgan Beth discuss how they talk about money, investing, and retirement with their loved ones.
Audio episodes can be heard here as well as on Apple, Spotify, and all major podcast platforms, and video versions of each episode are available on YouTube.
About Bogart Wells
Bogart Wealth is an independent, fee-only wealth management firm that guides business owners, professionals, and families on their retirement journey and beyond. Led by President and CEO James Bogart, their mission is to help clients achieve financial security by preserving and maximizing generational wealth. As a Registered Investment Advisor (RIA), Bogart Wealth adheres to the Fiduciary Standard, which gives our clients the confidence to know that everything we do is always in their best interest. You can get Bogart Wealth clients enjoy an exceptionally high level of service, and the firm’s boutique size allows multiple advisors to become familiar with each client and their financial plan. At Bogart’s Wealth, everyone is part of the team and we have taken great care to build a collegial and collaborative culture, as well as a diverse range of skills, experience, qualifications and qualifications. The team works together to apply their combined experience, expertise and knowledge to each client’s account. For more information, please visit www.BogartWealth.com.
Important disclosure information
Please note: Limitations. Rankings or evaluations by unaffiliated rating services, publications, media or other organizations, or the attainment of professional designations, certifications, degrees, licenses, membership in professional organizations, or past experience or successes, It is not to be construed. Provided by a client or prospective client as a guarantee that the client will experience a certain level of results if Bogart Wealth engages or continues to be engaged in providing investment advisory services. Mr. Bogart Wells did not pay a fee to receive the rankings. Rankings are based on specific criteria and methodologies (see Ranking Criteria/Methodology). No rankings or ratings should be construed as an endorsement by past or current clients of Bogart Wealth.
Registration as an investment advisor with Bogart Wealth does not imply any level of skill or training. A copy of Bogart Wealth’s current written disclosure brochure describing our advisory services and fees is available upon request or at www.BogartWealth.com.
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