Burt Wealth Advisors, established in 1972, is a Maryland Corporation providing investment advisory services on a fee-only basis. The firm offers discretionary investment advisory services based on a percentage of assets under management, including financial planning and consulting services upon client request. Clients are required to enter into an Investment Advisory Agreement outlining the terms and conditions. Burt Wealth may recommend other professionals for implementation purposes but does not provide legal or accounting services. The firm primarily allocates client assets among mutual funds and ETFs and does not accept performance-based fees. Clients include individuals and high net worth individuals, with fees based on a tiered structure. Burt Wealth recommends using Charles Schwab as the broker-dealer/custodian and does not participate in a wrap fee program. The firm's investment strategies include long-term purchases, short-term purchases, and trading. Burt Wealth has not been subject to disciplinary actions and maintains a Code of Ethics to govern personal securities trading activities. The firm votes client proxies and conducts ongoing account reviews. Burt Wealth does not solicit fees in advance exceeding $1,200 per client. For further details, clients can contact Frederick J. Cornelius, III, the Chief Compliance Officer.

New Potomac Partners LLC, established in November 2014, offers portfolio management, financial planning, and investment management services to individuals, families, trusts, charitable organizations, foundations, and corporations. Clients are not required to meet a minimum asset threshold, and services can be provided on a discretionary or non-discretionary basis. Discretionary clients grant NPP authority to make investment decisions, while non-discretionary clients must approve changes before they are executed. NPP may offer a Wrap Program, where certain transaction costs are included in the management fee. Fees for asset management services range from 0.60% to 1.25% annually, with financial planning fees ranging from $1,000 to $2,500 or hourly fees between $100 and $300. NPP recommends Schwab as a custodian and broker, with trades executed to seek best execution. The firm utilizes various methods of analysis, including charting, fundamental review, technical review, cyclical review, and economic review to develop tailored investment strategies. Clients are encouraged to review statements and confirmations directly from the custodian. NPP does not engage in performance-based fees and has no disciplinary history. Clients can request proxy voting and receive annual account reviews. The firm's principals, David Straus and Robin Mitler, are not compensated with performance-based fees.