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Financial Planning, retirement planning, investment management
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Working with us means choosing peace of mind

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Our Services

Financial
Planning

Retirement
Planning

Investment
Management

Our Client Success Stories

Over the last 46 years, we have served clients by creating financial plans that meet their unique needs.
To give you a glimpse of how we can help you, read through some our success stories.

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Are you confused whether or not to hire a financial advisor?

Difference between Be your own financial advisor by Burney Wealth Management
Accountability - Be your own advisor vs. Hire an advisor
Cost of Hiring an advisor vs. being your own advisor
The risks of Being your own advisor vs. Hiring an advisor
Commitment in being your own advisor and hiring an advisor
Conclusion of the information

Why clients choose to work with us

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

Hidden Risks of your Investment Portfolio

Adam Newman, CFA, CFP®, RICP®,Senior Wealth Advisor and Partner identifies the gaps you may be overlooking in your approach to the market and your portfolio.

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

Burney Wealth Management presence across America

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