Burney Wealth Management Email Format
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.