The five-step process is the RIA’s proprietary approach to financial planning

Bogart Wealth, an independent, fee-only Registered Investment Advisor, has introduced The Way Forward Framework℠, formalizing the firm’s approach to financial planning and the process it has implemented on behalf of over 1,400 clients in the last nine years. The announcement comes at a time when demand for structured, transparent planning is increasing among corporate executives and retirees navigating complex decisions. The process provides a clear, collaborative path for individuals and families as they work toward their financial goals.

“Financial planning should feel personal,” said James Bogart, Founder and CEO of Bogart Wealth. “The Way Forward Framework℠ is a process we’ve designed and refined over the last decade, and we are incredibly proud of the guidance it’s driven for our clients, providing them with structure and visibility into their financial life and supporting them in retirement and in the years after it.”

The Way Forward Framework℠ encompasses five steps that Bogart Wealth advisors follow throughout the planning process with their clients. The Framework includes setting goals, conducting a comprehensive discovery process, designing a customized plan, presenting clear recommendations, and maintaining an ongoing guidance relationship that adjusts as clients’ lives evolve.

The final step of ongoing engagement between advisor and client reflects the firm’s deep commitment to partnership, collaboration, and lifelong guidance, values that have always defined its client relationships. The firm aims to offer both new and long-tenured clients greater visibility into how planning decisions are made and how their plan progresses over time.

Amanda Muse, Vice President, Director of Advisory at Bogart Wealth, added: “People deserve to feel confident about their financial plan. A clear process that provides transparency and visibility, while being completely structured around the individual’s goals is the standard at Bogart Wealth. We’re excited to highlight the process we’ve followed for years and deliver it in a way that supports our clients’ current and future goals.”

“The Way Forward Framework℠ showcases our team’s overall philosophy. Every idea, interaction and strategy is intentionally and thoughtfully designed” said Jeff Fuhrman, President of Bogart Wealth. “By formalizing the process, we are ensuring consistency across our growing firm and giving clients clearer visibility into how we guide each stage of their financial life.”

Bogart Wealth was founded in McLean, Virginia in 2016. The firm’s structured planning methodology has played a central role in its expansion. Under the leadership of James Bogart and with its team of over 50 advisors, consultants and planning professionals across three offices in McLean, Houston and The Woodlands, Texas, Bogart Wealth has nearly tripled its assets under management in the last five years to $3.2B, driven entirely by organic growth as of 1/12/26. The firm’s organic growth has been supported by client referrals, advisor recruitment, and educational initiatives designed to deepen engagement.

For more information on Bogart Wealth, please visit www.BogartWealth.com.

ABOUT BOGART WEALTH

Bogart Wealth is an independent, fee-only registered investment advisor providing integrated financial planning, investment management, and tax strategy for corporate executives, professionals, and families. The team has extensive experience with benefit transitions, equity compensation, and retirement planning for employees of Fortune 500 companies, with a particular strength in guiding clients through retirement and career transitions. Led by founder and CEO James Bogart, the firm delivers a coordinated in-house approach to planning, tax, and investments. With offices in Virginia and Texas, Bogart serves a broad range of individuals and families with the personal attention of a boutique firm. The team has also developed deep expertise supporting professionals in the energy, defense, and technology sectors. To learn more, visit www.BogartWealth.com.

Registration as an investment adviser (RIA) does not imply a certain level of skill or training.

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