Take Control of Your Financial Future.

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!

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Plan Your Financial Future Today

    Our Services

    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.

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    Financial Planning

    Balancing the tried-and-true strategies with forward-thinking tactics to build and protect your wealth.

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    Investment Management

    Crafting and maintaining customized plans to build and preserve your wealth.

    Retirement Solutions

    Laying the groundwork today so you and your family can enjoy the retirement you've always envisioned.

    We can help you have a good life

    • Cash Flow/Budget Analysis
    • Investment Management
    • Tax Planning
    • Insurance, Retirement, and Estate Planning

    Awards

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