James Bogart

Founder and CEO at Bogart Wealth

Speaker

James Bogart is the Founder and CEO of Bogart Wealth. Since establishing the firm in 2016, he has built a nationally recognized, planning-led RIA designed for sustained growth.

James has earned recognition across the financial planning profession, including being named ThinkAdvisor’s 2025 CEO of the Year, a Barron’s 2025 Top 100 Independent Advisor, a 2025 Top Financial Advisor by InvestmentNews, and a Forbes Best-In-State Wealth Advisor, ranking #4 in Virginia and #1 among next-generation advisors in the state.

In addition to his work with clients and leading the firm, James is a thought leader reshaping the profession through his commentary on financial planning, firm leadership, and the realities of building and scaling an advisory business. His perspectives have been featured in Barron’s, Yahoo! Finance, WealthManagement.com, InvestmentNews, and Financial Planning.

He’s a proud Eagle Scout, a dedicated family man, and an avid golfer who brings the same passion and drive to the green as he does to his career.