Insights

Strong pedigree Legacy and trust as one of the first RIAs in Virginia, with nationwide service, positions Burney Wealth Management as a stable partner for affluent clients seeking comprehensive planning and investment management.

Growth momentum Award recognition on CNBC FA 100 and ongoing partnership activity suggest expanding influence and potential for strategic alliances, ideal for cross-sell with estate planning, tax optimization, and retirement services.

Tech-enabled Adoption of multiple marketing and analytics tools (HubSpot, Google Analytics, SEO, Maps) indicates成熟 digital outreach capabilities, ripe for analytics-driven lead generation and onboarding improvements.

Financial scale Mid-market revenue and firm size combined with a national client base creates opportunities to upsell comprehensive wealth solutions, managed accounts, and fiduciary advisory services to mid-to-high-net-worth households.

Strategic partnerships Past collaborations with law firms and public recognition signals openness to alliances; BD teams can target co-marketing, education webinars, and referral programs to expand client acquisition.

Similar companies to Burney Wealth Management

Burney Wealth Management Tech Stack

Burney Wealth Management uses 8 technology products and services including Google Call Conversion Tracking, HubSpot Analytics, Open Graph, and more. Explore Burney Wealth Management's tech stack below.

Google Call Conversion Tracking
Analytics
HubSpot Analytics
Analytics
Open Graph
Content Management System
HubSpot Cookie Policy Banner
Cookie Compliance
Envoy
Load Balancers
Google Maps
Maps
Yoast SEO
Search Engines
Google Analytics
Web Analytics

Media & News

Burney Wealth Management's Email Address Formats

Burney Wealth Management uses at least 2 format(s):

Burney Wealth Management Email Formats	Example	Percentage
FLast@burney.com	JDoe@burney.com	53%
First@burney.com	John@burney.com	30%
FirstLast@burney.com	JohnDoe@burney.com	11%
Last@burney.com	Doe@burney.com	6%
First@burneywealth.com	John@burneywealth.com	80%
FLast@burneywealth.com	JDoe@burneywealth.com	20%

Frequently Asked Questions

What is Burney Wealth Management's official website and social media links?

Burney Wealth Management's official website is burneywealth.com and has social profiles on LinkedIn.

How much revenue does Burney Wealth Management generate?

As of July 2026, Burney Wealth Management's annual revenue is estimated to be $25M - $50M.

What is Burney Wealth Management's NAICS code?

Burney Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Burney Wealth Management have currently?

As of July 2026, Burney Wealth Management has approximately 42 employees across 2 continents, including North AmericaEurope. Key team members include Chief Financial Officer: A. M.Managing Partner And Wealth Advisor: A. N.Owner: B. P.. Explore Burney Wealth Management's employee directory with LeadIQ.

What industry does Burney Wealth Management belong to?

Burney Wealth Management operates in the Financial Services industry.

What technology does Burney Wealth Management use?

Burney Wealth Management's tech stack includes Google Call Conversion TrackingHubSpot AnalyticsOpen GraphHubSpot Cookie Policy BannerEnvoyGoogle MapsYoast SEOGoogle Analytics.

What is Burney Wealth Management's email format?

Burney Wealth Management's email format typically follows the pattern of FLast@burney.com. Find more Burney Wealth Management email formats with LeadIQ.

When was Burney Wealth Management founded?

Burney Wealth Management was founded in 1974.

Burney Wealth Management

Q: How many employees does Burney Wealth Management have currently?

Burney Wealth Management has approximately 42 employees.

Q: What technology does Burney Wealth Management use?

Burney Wealth Management's tech stack includes Goldman Sachs Marquee, Capital IQ, YouTube, React, jQuery.

Q: What is Burney Wealth Management's NAICS code?

Burney Wealth Management's NAICS code is 52 (Finance and Insurance).

Financial ServicesVirginia, United States11-50 Employees

Burney Wealth Management is a financial services firm based in Reston, Virginia, with roots dating to 1974 as one of the earliest registered investment advisory firms in the state. The firm serves clients across the United States with financial planning, retirement planning, and investment management.

Before onboarding clients, its professionals assess the total financial blueprint, personal goals, and external market conditions, then present a customized plan tailored to the individual's situation. The practice emphasizes a relationship-focused approach intended to provide clarity about a family’s financial future. In 2024, Burney Wealth Management partnered with Hargrove Madden LLP to host an estate planning webinar.