Bogart Wealth

Bogart Wealth Our approach is to fully understand your dreams — not just your “risk profile”. The rankings are based on specific criteria and methodology.

Bogart Wealth is an independent, fee-only wealth management firm guiding corporate executives, professionals, and families on their paths to and throughout retirement. Our approach is to fully understand your dreams - not just your “risk profile” - and then to present you with the options that best serve you, unfettered by the restrictions and agendas of a big institution. As a Registered Investment Advisor (RIA), Bogart Wealth is held to a fiduciary standard, which requires placing client interests ahead of our own. The firm’s boutique size further enables a focus on providing exceptional client service. Our services include:
• Retirement Planning
• Investment Management
• Tax Planning & Tax Strategizing
• Roth Conversion Analysis
• Cash Flow Planning
• Estate Planning
• Multi-Generational Planning
• Social Security Optimization
• Pension Lump Sum vs. Annuity Analysis
• Specialized NUA Analysis

Please see important disclosures from Bogart Wealth here: https://bogartwealth.com/important-disclosure-information/

Neither third-party rankings nor recognitions by unaffiliated rating services, publications, or media, nor 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. Unless indicated, a fee was not paid by the Firm or staff to receive any ranking. No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or Bogart Wealth. "Likes" & comments received are not intended to be client endorsements and are not compensated or influenced by Bogart. Registration of an Advisor does not imply a certain level of skill or training.

08/07/2026

In this new article, Financial Advisor, Patrick Marcinko, CFP®, shares that oil and gas executives often enter retirement with far more financial complexity than the average investor. Years of pensions, deferred compensation, company stock, executive benefits, and retirement accounts can create significant opportunities, but they also introduce decisions that deserve careful planning.

Read Patrick’s full article here: https://bogartwealth.com/retirement-planning-priorities-for-oil-and-gas-executives/

Contact us for a complimentary, no-obligation financial consultation. https://bogartwealth.com/contact/

We asked our advisors a simple question: "What is the most common question you get from clients?" Over the next few wee...
08/05/2026

We asked our advisors a simple question: "What is the most common question you get from clients?" Over the next few weeks, we are sharing a special series breaking down these exact questions.

This week, we introduce you to Geraldo Olivo CFP®, AAMS® and his most commonly asked question is:

Q: Can I live the life I want in retirement with the assets I have?

A: First, let's discuss what goals are most important to you and why because this will determine how we write the next chapter of your story.

Once we gain clarity on your goals, we will build, monitor and update your comprehensive financial plan.

Your financial plan connects the dots of your story and will help us see if you can live the life you envision and if any adjustments are needed.

Contact us for a complimentary, no-obligation financial consultation. https://bogartwealth.com/contact/

08/04/2026

In today's episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Morgan Veth, CFP®, to talk about good and bad debt, and how you can use debt to build wealth.

Watch the full episode here or listen wherever you get your podcasts:
https://bogartwealth.com/using-debt-to-build-wealth/

Contact us for a complimentary, no-obligation financial consultation. https://bogartwealth.com/contact/

Bogart Wealth has been ranked as one of Financial Advisor Magazine's America's Top RIAs for 2026!In a list released July...
07/31/2026

Bogart Wealth has been ranked as one of Financial Advisor Magazine's America's Top RIAs for 2026!

In a list released July 10, 2026, Bogart Wealth has been ranked in Financial Advisor Magazine's 2026 RIA Survey & Ranking, placing 179 among America's Top RIAs for asset category $1 billion and over.

To download the full list, visit: https://www.fa-mag.com/2026-ria-ranking-survey.

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Rankings are based on AUM data for the 12-month period ending December 31, 2025. Bogart Wealth did not pay a fee to be considered for the award or to participate in the rankings.

DISCLOSURE: Financial Advisor Magazine’s (“FA”) RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA's RIA ranking orders firms from largest to smallest, based on AUM reported by firms that voluntarily complete and submit FA's survey by a specific deadline. FA Magazine does its best to verify AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. 360 firms, with at least $1 billion in assets under management as of December 31, 2025, are included in the print edition of FA’s 2026 RIA survey. Firms with under $1 billion are included in FA's expanded 2026 online RIA survey.

A huge thank you to our summer interns on their final day with us—which happily coincides with National Intern Day! We h...
07/30/2026

A huge thank you to our summer interns on their final day with us—which happily coincides with National Intern Day!

We have truly valued collaborating with each of them this summer.

We wish them all the absolute best as they head into their senior year!

We asked our advisors a simple question: "What is the most common question you get from clients?" Over the next few wee...
07/29/2026

We asked our advisors a simple question: "What is the most common question you get from clients?" Over the next few weeks, we are sharing a special series breaking down these exact questions.

This week, we introduce you to Mike Camara CFP® and his most commonly asked question is:

Q: What is the outlook on the current market?

A: We analyze recent economic indicators, corporate earnings, and market trends to provide a clear, comprehensive outlook.

Contact us for a complimentary, no-obligation financial consultation. https://bogartwealth.com/contact/

Earlier this month, some of our amazing team stepped away from their desks to volunteer with Food For Others. Food for O...
07/28/2026

Earlier this month, some of our amazing team stepped away from their desks to volunteer with Food For Others.

Food for Others is an important part of Northern Virginia’s safety net for those needing food when an emergency strikes and for the growing number of working poor who need to supplement their inadequate food supplies.

We loved rolling up our sleeves to help pack food for our community.

Please join us in congratulating these AWESOME Bogart Wealth team members as they celebrate their work anniversaries thi...
07/27/2026

Please join us in congratulating these AWESOME Bogart Wealth team members as they celebrate their work anniversaries this month!

Morgan Veth CFP®
Vice President, Financial Advisor

Brendon Dashiell CFA®
Portfolio Manager, Investment Research

Hal Frankel CMT®
Portfolio Manager, Trading

We appreciate their hard work and dedication to helping our clients reach their financial goals.

Contact us for a complimentary, no-obligation financial consultation. https://lnkd.in/eFy4iigy

07/24/2026

Weren’t able to attend Bogart Wealth's latest LEARNING SERIES webinar last week?

GOOD NEWS: you can now watch the recording on your own time!
In this clip, Vice President, Financial Advisor Morgan Veth, CFP®, talks about how current interest rates impact your retirement savings.

The full replay can be viewed here: https://bogartwealth.com/video/interest-rates-july-2026/

Contact us for a complimentary, no-obligation financial consultation. https://bogartwealth.com/contact/

Address

2010 Corporate Ridge, Suite 900
McLean, VA
22102

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 9am - 5pm

Telephone

+18003773465

Website

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