Burney Wealth Management Employee Directory

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

Location
Employees

North America
52

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  • United States Of America
    52

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Burney Wealth Management's Leadership

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    A. M.
    Chief Financial Officer
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    K. M.
    Partner
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    L. P.
    Chairman Of The Board
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    A. N.
    Managing Partner And Wealth Advisor
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    B. P.
    Senior Partner, Weath Advisor
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    J. S.
    Partner
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    B. P.
    Owner
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    B. A.
    Director Of Client Experience
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Contact profiles from Burney Wealth Management

Name
Title
Contact Info
Location
Last Update
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    B. Q.
    Wealth Advisor
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    United StatesVirginia
    Nov 17, 2025
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    S. C.
    Investment Advisor
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    United StatesGeorgia
    Oct 18, 2025
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    A. A. M.
    Information Technology Analyst
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    United StatesVirginia
    Nov 17, 2025
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    A. R.
    Compliance Officer
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    United StatesVirginia
    Nov 17, 2025
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    A. I.
    Compliance Officer
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    Oct 22, 2024
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    B. S. C. R. A.
    Wealth Advisor
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    Oct 22, 2024
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    R. P.
    Investment Advisor
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    Apr 24, 2025
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    V. G.
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    Mar 20, 2024

Frequently Asked Questions

What is Burney Wealth Management known for?

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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?

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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?

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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?

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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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