Geoff Burroughs, CFP®, CDFA™

Financial Advisor, Vice President

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As a CERTIFIED FINANCIAL PLANNER™, Geoff takes a collaborative approach to helping his clients navigate complex financial decisions, especially those surrounding life transitions. From an investment perspective, he believes in building client net worth carefully, focusing on value, diversification and risk mitigation. Geoff prides himself on research and an unparalleled depth of analysis before choosing underlying investments. This analysis is ongoing, ensuring a financial plan is performing as intended once it’s in place. Working closely with his clients’ personal advisors, such as attorneys or accountants, Geoff develops a comprehensive investment plan and wealth management strategy.

The financial world has been on an interesting ride these last few years. However, the changing economy has given Geoff the opportunity to think creatively and act strategically for clients. Times like these show the importance of having not only a disciplined investment strategy, but also a carefully crafted financial plan.

Geoff graduated from Loyola University of Maryland with a Bachelor of Business Administration with a concentration in Finance. His wealth management career began as a financial advisor for CITI Smith Barney. Shortly thereafter, he received the designation of Financial Planning Specialist and later earned his CERTIFIED FINANCIAL PLANNER™ designation. In 2013,  Geoff moved his practice to Harbor Advisory. Harbor’s business model enhanced his ability to provide customized, independent, and objective advice.  As a CFP® and advisor, Geoff has combined his interest in finance with his desire to help people attain financial security and protect their legacy.

Geoff enjoys skiing, golf, and brewing beer. His wife Adrienne, son Henry, daughter Vivienne, and their therapy dog Kenzie live in Rockville. They value spending time with friends and family in Connecticut and Maryland.

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