Catoctin Ridge Wealth Partner
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Catoctin Ridge Wealth Partners provides investment advisory services to individuals, businesses, and retirement plans, including financial planning, portfolio management, and retirement-plan services. The firm was formed and registered with the SEC in 2024 and delivers advice through its investment adviser representatives located throughout the country.
The firm tailors advice to each client’s financial information and objectives, emphasizing diversified, generally longer-term strategies and fundamental security analysis; it offers both discretionary and non-discretionary management and allows clients to impose reasonable investment restrictions. Implementation options described in the brochure include selection of other investment advisers, participation in third‑party managed programs, and use of wrap‑fee arrangements.
Catoctin’s structure includes several uncommon features for a team firm: a high client load per advisor (about 933 clients across four advisors), sponsorship of wrap‑fee programs, referral arrangements with third‑party advisers, and IARs who are permitted to act as licensed insurance agents and to implement insurance recommendations outside the firm. The brochure discloses these additional revenue pathways and related conflicts of interest and describes compliance and disclosure practices intended to address them.
Client services
Fee options
Fixed one-time or recurring fees for financial planning or consulting services, negotiated based on scope.
IARs receive commissions when acting as insurance agents for insurance products separate from advisory fees.
Hourly fees for financial planning or consulting services, negotiated based on scope.
Main office
See office209 E Main St.
Thurmont MD 21788
Advisors at this office
3
Offices (2)
Most active in
District of Columbia · Florida · Maryland · Pennsylvania · Texas · Virginia
Also doing business as
Burhon Financial Group · Catoctin Ridge Wealth Partner · Catoctin Ridge Wealth Partner, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Hondamir B
Series 63, Series 65
Thurmont, MD
Catoctin Ridge Wealth Partner
Hondamir Burhon is a financial advisor with Catoctin Ridge Wealth Partners, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at PNC Investments and Grove Point Advisors. He is also involved in providing non-variable insurance services. Catoctin Ridge Wealth Partners offers investment advisory and financial planning services to individuals, businesses, and retirement plans, managing approximately $102 million in assets primarily on a discretionary basis. The firm emphasizes diversified, long-term strategies and tailors recommendations through a combination of in-house management, third-party managers, and wrap-fee programs.
Eric V
CFP®, Series 66
Thurmont, MD
Catoctin Ridge Wealth Partner
Eric Vinores is a CFP® with 16 years of industry experience, currently with Catoctin Ridge Wealth Partner. His prior experience includes roles at LPL Financial, Grove Point Investments, and Nationwide. He is also involved in Peak Benefits Group, a non-variable insurance business. Catoctin Ridge Wealth Partners offers investment advisory and financial planning services to individuals, businesses, and retirement plans, managing approximately $102 million in assets with an emphasis on diversified, long-term strategies tailored to each client's financial situation.
Kathleen F
CFP®, Series 66
Washington, DC
Catoctin Ridge Wealth Partner
Kathleen Finn is a CFP® and holds a Series 66 license with 19 years of industry experience. She has been with Catoctin Ridge Wealth Partners since 2025 and also operates Kathleen Finn, LLC, providing tax preparation and planning services, as well as offering life insurance and annuity advice through KFINN LLC. Catoctin Ridge Wealth Partners offers investment advisory and financial planning services to individuals, businesses, and retirement plans, focusing on diversified, long-term strategies tailored to each client’s financial situation. The firm manages a majority of its approximately $102 million in assets on a discretionary basis and serves a high client load through programmatic solutions and custodial platform services.
David R
CFP®, Series 63, Series 66
Thurmont, MD
Catoctin Ridge Wealth Partner
David Rectenwald is a CFP®-certified financial advisor with nine years of industry experience, currently affiliated with LPL Financial. He has held roles at Grove Point Advisors, Nationwide Securities, and Huntington National Bank among others. He also provides investment advisory services through Catoctin Ridge Wealth Partners, an independent registered investment advisory firm. LPL Financial serves a diverse client base including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team and a variety of investment solutions tailored to client needs.
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