Updated October 24, 2023
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Burney Wealth

Investment Advisor Firm
FinanceHQ Network Member
Total assets under management$2.3B
Years in business50+

About Burney Wealth

Burney Wealth Management, established in 1974 as one of Virginia's pioneering Registered Investment Advisor (RIA) firms, has a rich history of providing comprehensive financial solutions to clients across the nation. Their mission is rooted in fostering strong relationships and instilling genuine peace of mind in families regarding their financial futures.

Prior to formal engagement, Burney's dedicated financial planning professionals meticulously examine each client's unique financial landscape, personal aspirations, and prevailing market conditions. This meticulous analysis forms the basis for crafting a personalized financial blueprint, ensuring that clients receive tailored solutions that resonate with their specific circumstances.

Burney Wealth Management offers a wide spectrum of core services:

  1. Retirement Planning: They assess various retirement scenarios and seek ways to enhance existing plans, helping clients realize their post-work dreams.
  2. Tax Planning: Burney ensures clients' tax situations remain efficient and guides them through effective strategies.
  3. Cash Flow and Budgeting: Expert advice is provided on saving and expenditure patterns to set clients on the right financial track.
  4. Insurance Planning: An in-depth review of existing policies helps identify coverage gaps and potential cost savings while safeguarding clients from risks.
  5. Estate Planning: Burney reviews estate documents, updates beneficiary designations, and ensures all assets are in order, offering peace of mind.
  6. Education Planning: Clients can explore savings options for funding their children's education.
  7. Investment Planning: Burney optimizes investments to align with the client's financial goals and aspirations.

The team of seasoned advisors at Burney Wealth Management specializes in crafting retirement plans that cater to each client's unique vision for post-retirement life. Collaborating closely with clients and their CPAs, they ensure efficient tax strategies are integrated into the overall portfolio.

Acknowledging that life is unpredictable, Burney's advisors remain committed to regular plan reviews and updates to accommodate changes in goals, tax codes, or family dynamics.

In the realm of investment management, clients gain access to a team of credentialed professionals with a five-decade track record of constructing forward-looking portfolios. These experts utilize advanced planning, modeling, and tax-efficient investment tools, acting as fiduciaries to safeguard clients' best interests. Burney's investment strategies are custom-tailored, aligning financial plans with long-term goals, risk tolerance, and desired returns.

Pricing options

Monthly Fee
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Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Retirement Planning
  3. Investment Management
  4. Tax Planning
  5. Estate Planning
  6. Insurance Planning
  7. Education Planning
  8. Investment Planning

More about Burney Wealth

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
10694540

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Burney Wealth.

Pricing options

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Assets Under Management

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