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Financial Planning
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9 reason why clients choose to work with
Burney Wealth Management
In 1974, we were one of the earlier fiduciaries
You decide your financial goals
We always lead with a plan
We are mindful of taxes
We limit the number of clients working with each advisor
We employ sophisticated investment strategies
Our process provides peace of mind
We keep our eyes on the big picture
We pursue education credentials to expand our knowledge
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