What departments does Burney Wealth Management have?

Burney Wealth Management has employees across 5 departments including Finance, Operations, Program & Project Management, Legal, Consultant.

What is the largest department at Burney Wealth Management?

The largest department at Burney Wealth Management is Program & Project Management with 4 employees.

Where are Burney Wealth Management employees located globally?

Burney Wealth Management has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Burney Wealth Management's team size changed over time?

Burney Wealth Management's team has decreased from approximately 21 to 19 employees based on available data.

Burney Wealth Management Employee Directory

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.

Burney Wealth Management Global Highlights

North America
56

United States Of America
56

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Burney Wealth Management's Leadership

A. M.
Chief Financial Officer
Mobile Phone
Email
A. N.
Managing Partner And Wealth Advisor
Mobile Phone
Email
B. P.
Owner
Mobile Phone
Email
W. S.
Director Of Operations
Mobile Phone
Email
C. W.
Portfolio Manager
Mobile Phone
Email
C. H.
Associate Portfolio Manager
Mobile Phone
Email
K. S.
Portfolio Manager
Mobile Phone
Email
P. S.
Bakery Operations Manager
Mobile Phone
Email

Burney Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Other
Military & Protective Services

Contact profiles from Burney Wealth Management

Name

Title

Contact

Location

Last Update

A. N.
Managing Partner And Wealth Advisor
Mobile Phone
Email
Jul 22, 2026
A. M.
Chief Financial Officer
Mobile Phone
Email
Oct 21, 2024
B. P.
Owner
Mobile Phone
Email
Oct 16, 2024
W. S.
Director Of Operations
Mobile Phone
Email
Oct 21, 2024
C. W.
Portfolio Manager
Mobile Phone
Email
Oct 17, 2024
C. H.
Associate Portfolio Manager
Mobile Phone
Email
Apr 25, 2025
K. S.
Portfolio Manager
Mobile Phone
Email
Oct 17, 2024
P. S.
Bakery Operations Manager
Mobile Phone
Email
United Kingdom, Milton Keynes
Feb 21, 2024
P. W.
Portfolio Manager
Mobile Phone
Email
Oct 21, 2024
A. M.
Principal
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Burney Wealth Management known for?

Burney Wealth Management was founded in 1974 and 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 FLast@burney.com. 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 45 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

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

As of August 2026, Burney Wealth Management's key employees include:

Chief Financial Officer: A. M.
Managing Partner And Wealth Advisor: A. N.
Owner: B. P.
Director Of Operations: W. S.
Portfolio Manager: C. W.

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Burney Wealth Management Employee Directory

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