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Financial Planning, retirement planning, investment management
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Trusted over the years by the Country's leading publications

Burney Wealth Management CNBC Financial Advisor 100Burney Wealth Management CNBC Financial Advisor 100 2019Barron's Financial Advisor award
Financial Advisors 2018Financial Advisors 2016Financial Times 2014

3 ways our financial advisors helped our clients navigate 2020

Burney Wealth financial advisors reflect on how they helped clients navigate this year. Our advisors talk about how they took a proactive approach to client communication, produced educational content to empower our clients with financial knowledge, and changed strategies to help our clients use market uncertainty to their advantage.

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Three ways our financial advisors can help you

Here's why clients choose to work with our financial advisors

Fiduciary since 1974

We are mindful of taxes

We keep our eyes on the big picture

We don't always subscribe to conventional investing wisdom

We limit the number of clients working with each advisor

You decide your financial goals, and we plan

We have spent the last 45 years helping people across the country achieve their financial goals

Burney Wealth Management presence across America

Learn how our award winning financial service can help you achieve your goals

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