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.
Not another pitch: Do you really need a financial advisor?
Why work with us?
Fiduciary since 1974
Mindful of taxes
Eyes are on the big picture
Don't always subscribe to conventional investing wisdom
Limit the number of clients working with each advisor
You get a custom plan - even before you become a client
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
Trusted over the years by these top publications:
Schedule a complimentary consultation
Wealth management can be an emotional undertaking. We’re here to listen.
Please fill out the contact form to schedule a meeting with us. A Burney Wealth representative will be in touch with you soon.
%20(1)%20(1).jpg)
.png)
.png)
%20(1)%20(1).png)
%20(1).jpg)
.png)
.jpg)
.png)
.png)
%20(1).png)
.png)
