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Bronfman Rothschild began in 1997 as Virchow Krause Wealth Management. After being rebranded as Baker Tilly Investment Advisors in 2009, the firm was then purchased by Matthew Bronfman and the E.L. Rothschild family in 2013. Though the family association is recent, it reflects a shared belief with our advisors in steady, disciplined guidance for clients. Their leadership offers an example of stable, long-term financial success.

Now based in Rockville, Maryland, we have grown to offer 10 offices throughout the East Coast and Midwest but still consider our core mission to be cultivating a trust-based relationship with every client at every turn.

 

Key Differentiators

  • Low client-to-advisor ratio – Our low client-to-advisor ratio creates relationships that are personalized, successful, and built for long-term development.
  • Consultative Approach – Accounting and Consulting services are clear elements of our background leading to our firm-wide belief in an orderly, disciplined approach to our work. Our advisors also believe in a collaborative approach that offers clients more internal resources to guide their decision-making and capitalizes on the collective strength of our team.

 

Awards, rankings and other forms of recognition are not indicative of Bronfman Rothschild’s or its advisors’ future performance. For more information on the methodology for these awards, click here.