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A good life doesn't plan itself.

Financial Planning, retirement planning, investment management
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Feel secure about your family’s future.

A clear strategy to protect and build your wealth is essential.
Be confident in your financial plan and at peace about the future.

What do you want most out of life?

Our strategy guides help identify areas of opportunity specific to your unique aspirations.

Our Services

Investment management

Financial
Planning

retirement planning

Retirement
Planning

Investment management

Investment
Management

Client 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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Client Success Stories

Getting started is easy.

We’re here to listen, provide clarity, develop custom plans tailored to your goals and ultimately, help make them reality.

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Not another pitch: Do you really need 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 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

Burney Wealth Management presence across America

Trusted over the years by these top 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

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.