Bogart Wealth takes great pride and responsibility in being a financial educator.

The firm regularly publishes its Learning Series webinars, covering basic literacy topics to detailed investing and saving strategies. The firm also publishes monthly special guides on planning for college, helping a child who’s just landed a first summer job, or providing financial advice for someone who has become recently single through divorce or widowhood.

The firm launched “The Bogart Effect: A Wealthy Wisdom Podcast” featuring founder James Bogart’s candid conversations about everything related to personal finance. Bogart Wealth unveiled Advisor Growth Track, a program designed to help new and experienced talent thrive at the fast-growing RIA.