About Bogart Advisory Group

Bogart Advisory Group is an independent Registered Investment Adviser providing fiduciary wealth management to physicians and high-income professionals.

The firm was founded to offer clear, objective financial guidance free from conflicts of interest. Advice is delivered through a disciplined, long-term investment philosophy with an emphasis on risk management, tax efficiency, and thoughtful planning.

Clients work directly with the adviser responsible for their strategy, ensuring consistency, accountability, and a high level of personal attention.

Our Philosophy

We believe successful wealth management is not about chasing short-term outcomes, but about building resilient plans that support long-term goals.

Our philosophy emphasizes:

  • Evidence-based investment principles

  • Diversification and risk awareness

  • Discipline through market cycles

  • Alignment between financial decisions and life priorities

About Andrew Bogart

Andrew Bogart is the founder of Bogart Advisory Group. His professional background spans military service, medicine, and investing — experiences that shape a disciplined, risk-aware approach to financial decision-making.

Andrew began his career serving in the United States Marine Corps, where he developed a strong foundation in preparation, accountability, and disciplined execution. These principles continue to inform his professional philosophy today.

Following his military service, Andrew pursued medicine and became a board-certified anesthesiologist, practicing in high-acuity clinical environments that require precision, sound judgment, and the ability to manage risk under pressure.

Alongside his medical career, Andrew developed a deep interest in investing and long-term financial planning. Over time, this interest evolved into a structured, evidence-based approach to portfolio management and financial strategy, emphasizing diversification, discipline, and alignment with long-term goals.

Bogart Advisory Group was established to provide objective, fiduciary advice grounded in real-world experience, intellectual rigor, and a long-term perspective.