Luminaries 2024 Finalist - Bogart Wealth: Thought Leadership and Education Firm Award

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

Founded in 2016 and headquartered in McLean, Virginia with additional offices in Houston and The Woodlands, Texas, Bogart Wealth is one of the fastest-growing RIA firms in the country, as identified by Inc. Magazine (Inc. 5000), Financial Advisor Magazine, SmartAsset, Citywire, Houston Business Journal, and more.

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.

The firm also launched ‘THE BOGART EFFECT: A Wealthy Wisdom Podcast’ in Spring 2024, featuring founder James Bogart and his team of financial advisors and special guests having candid conversations about everything related to personal finance. In each episode, James and guests share personal stories and experiences, with the goal of taking a fresh look at what saving and planning for the future really looks like. The program is also meant to provide insightful takeaways that listeners can apply to their own financial lives. The ultimate goal of this podcast is to empower listeners with the knowledge and inspiration to take control of their financial future.

Finally, Bogart Wealth also understands the importance of training and educating the next generation of financial advisors. That’s why, in Spring of 2023, the firm unveiled Advisor Growth Track (AGT), a professional growth and training program designed to help new and experienced talent thrive and grow under the mentorship of one of the fastest-growing RIA firms in the country in a collaborative, family-oriented, high-achieving environment. AGT is a calculated effort by Bogart Wealth to help develop quality, fiduciary next-gen talent – not just for the firm and their clients, but for the good of the financial advice industry and financial advisor profession. AGT represents a commitment to professional development, training the next generation of financial services professionals and setting the bar for financial advice and client service across the industry.