Headquartered in Reston, Virginia, Burney Wealth Management proudly serves clients at every financial stage. From financial planning and investing to legacy wealth planning and laying the groundwork for retirement, our Virginia financial advisors strive to help every client reach their financial goals.
With more than 45-years of experience, our team of financial advisors in Virginia focus on understanding each one of our client’s unique goals and objectives. From there we develop a custom strategic roadmap geared toward meeting those goals. By using our in-house US-equity investment strategies honed since 1974, along with our other diversifying asset classes to create the right portfolio for you, we help our clients realize their financial dreams.
As a fiduciary wealth management firm, our Virginia financial advisors utilize a relentlessly transparent advisory process, and fee-only structure, which sets clients up for success now and in the future.
Our mission is to put our clients first 100% of the time. As a result, our approach is based on the strong belief that financial institutions should work solely for their clients. That means we focus on educating and empowering clients to make decisions that are right for them.
We are passionate about investments, financial markets, and personal finance and know our best advice is our only product. For that very reason, our Virginia financial advisors continually pursue new knowledge, skills, and expertise to benefit our clients. We thoroughly understand the importance of your assets and managing risks and always communicate honestly and directly with all those we serve. Throughout the years, we have helped thousands of clients with their financial needs and would love the opportunity to help you!
Take control of your financial future today! For more information or to request a complimentary portfolio review with one of our Registered financial advisors in Virginia, give us a call at 866-9-BURNEY (866-928-7639).