Bijal Patel, CFP®

Partner and Senior Wealth Advisor

Bijal has 25 years of leadership experience helping individuals and businesses in their efforts to identify, implement, and accomplish their financial goals. Bijals interest in the markets and wealth creation has been present in his life since he bought his first stock at the age of 14. Today, as a Partner & Senior Wealth Advisor he works with clients and contributes to our Investment and Wealth management strategies. In addition, Bijal leads and mentors our staff which contributed to Burney Company being recognized as one of CNBC’s Top 100 Financial Advisors.

Bijal resides in Richmond, VA with his wife Jinu of 21 years, two teenage children, and two foster children. When Bijal is not in the office or traveling to visit clients, he enjoys working in the garden and tackling small projects around the house that often-become big projects. Bijal is also an avid bowler and has recorded a perfect 300. Bijals passion for individual development extends beyond the office as he is a mentor to at-risk teenagers and volunteers at local Richmond high schools to support after school programs.
Bijal earned his BS in finance from Central Connecticut State University and is a Certified Financial Planner (CFP®). Bijal has also held FINRA securities licenses, 7, 9, 10, 24, 63, 65, and is a Registered Investment Advisor Representative.