1
Discovery Meeting
We are about relationships first. Let’s have a conversation where you ask questions and tell us what you’d like to achieve, and we’ll let you know how we can help.
3
Financial Plan Implementation
We make your life easier, executing the plan to meet your financial goals. Know your wealth is in caring and competent hands.
2
1
Discovery Meeting
We are about relationships first. Let’s have a conversation where you ask questions and tell us what you’d like to achieve, and we’ll let you know how we can help.
2
3
Financial Plan Implementation
We make your life easier, executing the plan to meet your financial goals. Know your wealth is in caring and competent hands.
Work with a nationally recognized team of fiduciaries.
Click on logos for award criteria.
CNBC FA 100
2019-2023
CNBC’s annual FA 100 ranking was published on 9/12/2023 for the year 2023. The Burney Company did not pay CNBC any compensation for being considered for the list, however, Burney Company does pay a licensing fee to use the CNBC logo in marketing materials. A link to the CNBC selection criteria can be found by going to https://cnb.cx/3Pg6FVh. The CNBC award was given to The Burney Company, the parent company which encompasses nine other Affiliated Portfolio Managers, and not Burney Wealth Management.
Barrons Top 1200
2014-2024
Barrons Top 1200 ranking was published on 3/10/2024 for the year 2024. The Burney Company did not pay Barrons any compensation for being considered for the list, however, Burney Company does pay an annual fee for access to its “Digital Marketing Package” that provides Burney with an upgraded online profile. A link to Barrons selection criteria can be found by going to https://www.barrons.com. The Barrons award was presented to Burney President Lowell Pratt.
Financial Times Top Advisers
2014-2016, 2018
The Financial Times ranking was published on 6/28/2018 for the year 2018. 2018 was the last year Financial Times issued this award. The Burney Company did not pay Financial Times any compensation for being considered for the list. A link to Financial Times selection criteria can be found by going to https://www.ft.com. The Financial Times award was given to The Burney Company, the parent company which encompasses nine other Affiliated Portfolio Managers, and not Burney Wealth Management.
Hear from our clients
Burney advisors are honest and upfront with you. You won't get a sales pitch. They'll tell you the facts of life. I felt like they were taking care of me personally, not just the money.
Retiree transitioning to living off their portfolio
We loved the second appointment with Burney because it was structured. They had a process and had great questions about our life. It was almost like a life planning process.
Business owner planning for retirement
I trust their knowledge. The advice they're giving is sound, knowing tax laws, nuances and other policies like when we can withdraw. Burney thinks about you and your specific needs and what you have to look forward to." It’s about us, and how they can help us.
Corporate executive preparing for life after work
Disclosure: This testimonial was given by a current client of Burney Company. No compensation was provided for the testimonial. This arrangement creates a material conflict of interest because Burney Company has an incentive to engage clients who have had a positive experience with the firm to provide such testimonials. There is no guarantee another individual’s experience will be representative of the individual providing this testimonial and no guarantees of performance or success are offered.