Burney Wealth Management Employee Directory

Q: What is Burney Wealth Management known for?

Burney Wealth Management was founded in 1974. Burney Wealth Management operates in the Financial Services industry.

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

Burney Wealth Management has approximately 38 employees.

Financial ServicesVirginia, United States11-50 Employees

Founded in 1974, Burney Wealth Management was one of the first Registered Investment Advisor (RIA) firms in Virginia. We help clients all around the country with financial planning, retirement planning, and investment management.

We are about relationships first and helping you feel truly at peace about your family’s future. Even before becoming a client, our financial planning professionals will analyze your total financial blueprint, personal goals, and external market conditions. Then, we’ll present you with a custom financial plan tailored to your unique situation.

Find Burney Wealth Management employees' phone numbers or email addresses

Burney Wealth Management Global Highlights

North America
52

United States Of America
52

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Burney Wealth Management's Leadership

A. M.
Chief Financial Officer
Mobile Phone
Email
K. M.
Partner
Mobile Phone
Email
L. P.
Chairman Of The Board
Mobile Phone
Email
A. N.
Managing Partner And Wealth Advisor
Mobile Phone
Email
B. P.
Senior Partner, Weath Advisor
Mobile Phone
Email
J. S.
Partner
Mobile Phone
Email
B. P.
Owner
Mobile Phone
Email
B. A.
Director Of Client Experience
Mobile Phone
Email

Contact profiles from Burney Wealth Management

Name

Title

Contact Info

Location

Last Update

K. M.
Partner
Mobile Phone
Email
United StatesTennessee
Nov 17, 2025
L. P.
Chairman Of The Board
Mobile Phone
Email
United StatesVirginia
Nov 17, 2025
A. N.
Managing Partner And Wealth Advisor
Mobile Phone
Email
United StatesNorth Carolina
Nov 17, 2025
B. P.
Senior Partner, Weath Advisor
Mobile Phone
Email
United States
Nov 17, 2025
J. S.
Partner
Mobile Phone
Email
United StatesVirginia
Nov 17, 2025
A. M.
Chief Financial Officer
Mobile Phone
Email
Oct 21, 2024
B. P.
Owner
Mobile Phone
Email
Oct 16, 2024
B. A.
Director Of Client Experience
Mobile Phone
Email
United StatesVirginia
Nov 17, 2025
A. P.
Director Of Investment Strategy
Mobile Phone
Email
United StatesVirginia
Nov 17, 2025
A. S.
Director Of Research, Investment Analyst
Mobile Phone
Email
United StatesVirginia
Nov 17, 2025

Frequently Asked Questions

What is Burney Wealth Management known for?

Burney Wealth Management was founded in 1974 operates in the Financial Services industry. Explore Burney Wealth Management's company overview page for more information.

What is Burney Wealth Management's most common email format?

Burney Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Burney Wealth Management email formats with LeadIQ.

How many employees does Burney Wealth Management have currently?

Burney Wealth Management has approximately 38 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Burney Wealth Management's key employees and leadership?

As of December 2025, Burney Wealth Management's key employees include:

Chief Financial Officer: A. M.
Partner: K. M.
Chairman Of The Board: L. P.
Managing Partner And Wealth Advisor: A. N.
Senior Partner, Weath Advisor: B. P.

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