Andrew Comstock, CFA®

Email: burt@intwealthmgt.com
Office: 302-442-4233

Burt Hutchinson, CPA, CFP®

Founder and Wealth Advisor

Burt Hutchinson started his working life as a lineman for Delmarva Power, but an investing book changed his career course. He realized sound financial advice can give people the confidence and security to enjoy their lives to the fullest, including retirement. He wanted to use his growing expertise to help others. Today, as a CPA and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Burt is honored to guide couples and individuals through the three stages of retirement, from uncertainty, to stability, to reflection.

After earning his CPA certification, Burt worked for one of the “Big Four” accounting firms—PricewaterhouseCoopers. But he soon realized he wanted to make a more personal impact by working with people rather than corporations. This realization led him to start Integrated Wealth Management.

Burt envisioned the independent, fee-only wealth management firm as providing the financial building blocks people need to make smart financial choices. For Burt, there is nothing more gratifying than when a client says: “I put my retirement papers in—time to start the next stage!”

Burt, his wife, Kimi, and daughter, Taylor, are residents of Lewes. When not in the office, he and Kimi are usually playing golf or hitting the gym. As a family, they enjoy traveling and being foodies. The Hutchinsons take pride in their community and enjoy supporting local charities focused on children and education.

Education and Designations

  • B.S., Accounting, University of Delaware

  • Certified Public Accountant, Delaware

  • CERTIFIED FINANCIAL PLANNER™ Professional, CFP Board of Standards

Memberships AND ASSOCIATIONS

  • National Association of Personal Financial Advisors (NAPFA)

  • American Institute of Certified Public Accountants (AICPA)

  • Delaware Society of Certified Public Accountants (DSCPA)

  • Financial Planning Association (FPA)