Established Industry Presence Burney Wealth Management has been operating since 1974 as one of the pioneering RIAs in Virginia, demonstrating a long-standing reputation in the financial advisory space that can facilitate trust-based client acquisition.

Recognition and Credibility Ranked number nine on the 2023 CNBC Financial Advisor 100, the firm’s high industry ranking signals strong performance and credibility, presenting an opportunity to leverage this prestige in marketing and client outreach efforts.

Technological Engagement Utilizing a modern tech stack including HubSpot Analytics, LiveChat, and Cloudflare indicates openness to digital channels for client engagement and marketing, ideal for targeting tech-savvy prospects.

Trend-Focused Content The recent launch of a Medicare blog series shows the firm’s commitment to providing educational content on current market and healthcare topics, which can attract clients seeking knowledgeable and resourceful advisors.

Market Position and Growth With revenue estimates between 25 to 50 million dollars and a relatively small team, Burney Wealth Management presents an attractive opportunity for partnership with firms targeting premium clients or expansion into new financial planning niches.