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Burt
Associates, Incorporated
is pleased to
announce...
 | the firm has been named to Wealth Manager Magazine’s
annual list of the top financial-advisory firms in the country July/August 2010 |  |  | the firm has been named to Financial Advisor’s
list of the top RIA Firms “By Total Assets Managed” July/August 2010 | |  | Frederick Cornelius, CFA, CFP®
has been named one of Medical Economics Magazine’s
2009-2010 Best Financial Advisors for Doctors
September 2009
| | | the firm has been named to Financial Advisor’s
list of the top RIA Firms “By Total Assets Managed” July/August 2009
| |  | the firm has been named to Wealth Manager Magazine’s
annual list of the top financial-advisory firms in the country July/August 2009
| | | Maria Cornelius, CFP® has been recently named one of Wealth Manager Magazine’s
Top 50 Most Influential Women in Wealth Management April 2009 | |  | Frederick Cornelius, CFA, CFP®
as been
named one of
Washingtonian
Magazine’s
Top 160
Local Financial Experts for 2009
December
2008
| | | Frederick Cornelius, CFA, CFP® has been named one of Medical Economics Magazine’s
2008-2009 Best Financial Advisors for Doctors November 2008 | |
| the firm has been named to
Wealth Manager Magazine’s
annual
list
of the top financial-advisory firms in the country
July/August
2008
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|
| Frederick
Cornelius, CFA, CFP®
has
been awarded
CFA Institute's
Five Year Certificate of Achievement
2007
|
|
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Frederick
Cornelius, CFA, CFP®
has
been
named to
Reuter Advice Point’s
list
of the
top 100 Advisors of 2008
November 2007
|
|
|
the firm has been named to
Wealth Manager Magazine’s
annual
list
of the top financial-advisory firms in the country
July/August
2007
|
|
|
the
firm has
been named to
Financial
Advisor’s
list
of the top
Firms “Shifting it Into High Gear,”
survey
of the
top RIA Firms ranked by 2006 asset growth
July 2007
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|
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Frederick
Cornelius, CFA, CFP®
Has
been
profiled in
NAPFA
Advisor’s
Practice
Profile for their article on
“Creating
a
Sustainable Practice”
November
2006
|
|
|
Frederick
Cornelius, CFA, CFP®
has
been
named to
Worth
Magazine’s
list
of the
top 100 Wealth Advisors
October 2006
|
|
| the firm has been named to
Wealth Manager Magazine’s
annual
list
of the top financial-advisory firms in the country
July/August
2006
|
|
|
the
firm has
been named to
Financial
Advisor’s
list
of the top
RIA Firms ranked by 2005 asset growth
July 2006
|
|
|
Frederick
Cornelius, CFA, CFP®
has
been named
to
Worth
Magazine’s
list
of the
top 100 Wealth Advisors
October
2005
|
|
|
For
Five
years the firm has been named to
Bloomberg
Wealth Manager Magazine’s
annual
list
of the top financial-advisory firms in the country
July/August
2005
|
|
|
Dr.
Marvin Burt, CFP® and Fred Cornelius, CFA, CFP®
were
named
to
Medical
Economics Magazine’s
annual
list
of the top 150 financial advisors for doctors.
November
2004
|
|
|
Frederick
Cornelius, CFA, CFP®
was
named to
Worth
Magazine’s
List
of the
Nation’s 100 Most Exclusive Wealth Advisors
October
2004
|
| | For Four
years the firm has been named to
Bloomberg
Wealth Manager Magazine’s
annual
list
of the top financial-advisory firms in the country
July/August
2004
|
|
|
the
firm has
been named to
Charles
Schwab Institutional’s
list
of the Best
Managed Firms
2003
|
|
| For Three
years the firm has been named to
Bloomberg
Wealth Manager Magazine’s
annual
list
of the top financial-advisory firms in the country
July/August
2003
|
|
 |
Dr.
Marvin Burt, CFP® and
Fred Cornelius, CFA, CFP®
were
named
to
Washingtonian
Magazine’s
list
of top
investment advisors.
December
2002
|
|
 |
DR. Marvin Burt, CFP® and
Fred Cornelius, CFA, CFP®
were
named
to
Worth
Magazine’s
list
of the
250 best financial planners in the country.
July/August
2002
|
| | For Two
years the firm has been named to
Bloomberg
Wealth Manager Magazine’s
annual
list
of the top financial-advisory firms in the country
July/August
2002
|
|
| DR. Marvin Burt, CFP® and
Fred Cornelius, CFA, CFP®
were named to
Worth Magazine’s
list
of the 250 best planners in the country
September 2001
|
|
| The firm has been named to
Bloomberg
Wealth Manager Magazine’s
annual
list
of the top financial-advisory firms in the country
July/August
2001
|
|
|
DR.
Marvin Burt, CFP®
was
named to
Worth
Magazine’s
list
of the
250 best financial planners in the country.
September
1999
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|
| DR. Marvin Burt, CFP® and
Fred Cornelius, CFA, CFP®
were named to
Washingtonian Magazine’s
list of top investment advisorsFebruary 1999
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|
DR.
Marvin
Burt, CFP®
was
named to
Worth
Magazine’s
list
of the 300 best financial planners in the country.
September
1998
|
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Frederick
Cornelius, CFA, CFP®
has
been
elected to
the
Northeast/Mid-Atlantic Region Board of the
National
Association of Personal Financial Advisors (NAPFA)
May
2004 -
May 2006
&
Treasurer
2006-2007
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Frederick
Cornelius, CFA, CFP®
has
been
appointed
National
Association of Personal Financial Advisors (NAPFA)
Regional
Board liaison to the 2006 Northeast/Mid-Atlantic Annual Conference
2006
|
|
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Frederick
Cornelius, CFA, CFP®
has
been
appointed
Panelist
for
the 2007 National Association of Personal Financial Advisors (NAPFA)
Northeast/Mid-Atlantic
Annual Conference
2006
|
|
|
Maria
Cornelius, CFP®
has
been
named to
Marquis
Who’s Who Publication’s
Who’s
Who of
American Women
2005
–
Present
|
|
|
Maria
Cornelius, CFP®
has
been
named to
Marquis
Who’s Who Publication’s
Who’s
Who in
Finance & Industry
2000 -
Present
|
|
|
Frederick
Cornelius, CFA, CFP®
has
been
elected as
Board
Member
of the
Suburban
Maryland Estate Planning
Council
1999
-
Present
|
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Frederick
Cornelius,
CFA, CFP®
was
appointed
Former
Board
Member & Co-Chair of the National Capital Area
Financial
Planning Association (NCAFPA) Task Force on Communication
&
Membership (FPA & ICFP merger)
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to download a copy of BAI's current awards list in .pdf form, click here.
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