Financial planning, investment management, and retirement solutions built for you. For nearly 50 years, we’ve been helping our clients develop holistic financial roadmaps for success. So, whether you’re just starting out, looking to increase your wealth, or planning to make your retirement a success, we can help!
Burney Wealth Management is a fee-only, Registered Investment Advisor helping individuals and families pursue their financial goals. By perfectly blending both the science and art of finance, our dedicated team presents customized strategies geared toward helping our clients live well.