 Congratulations to all the 2024 ThinkAdvisor Luminaries Finalists! At Impact Communications, we are thrilled to work with such amazing thought leaders and innovative firms. Bogart Wealth, profiled below, is an exemplary firm and deserves this recognition and more. Firm Award: Thought Leadership and Education RIAs: Less than $10B AUM
In addition, Bogart has been identified as a top financial advisor in Forbes, Barron’s, USA Today, Washington Business Journal, and more. A large portion of that growth can be accredited to the financial literacy and educational resources the firm provides to its clients, investors, and the general public. As a fiduciary, Bogart Wealth takes great pride and responsibility in being a financial educator. The firm regularly publishes its LEARNING SERIES webinars, which Bogart Financial Advisors take turns hosting. These webinars cover a wide variety of financial topics, from basic 101 financial literacy topics to detailed investing and saving topics aimed at educating clients and the general public. The firm also publishes monthly SPECIAL GUIDES on various situations and scenarios one might find themselves in, such as planning for college, helping a child whose just landed their first summer job, or providing advice on how to get finances in order for someone who has become recently single through divorce or widowhood.
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Congratulations to all the 2024 ThinkAdvisor Luminaries Finalists! At Impact Communications, we are thrilled to work with such amazing thought leaders and innovative firms. Patrick Marcinko, profiled below, is an exemplary advisor and deserves this recognition and more. Next Gen Rising Stars RIAs: Less than $10B AUM
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