Burney Wealth Management, founded in 1974 and headquartered in Reston, Virginia, with an additional office in Nashville, Tennessee, is a fiduciary-focused firm specializing in tax-centric wealth management. Their comprehensive services encompass financial planning, investment management, and tax planning, all tailored to align with clients’ unique goals and financial situations.

Burney’s structured process begins with a discovery meeting, followed by the development of a custom financial roadmap, implementation of the plan, and ongoing support from a dedicated team of professionals, including in-house tax advisors. The firm serves individuals and families with a minimum of $1 million in investable assets, emphasizing personalized strategies that integrate tax efficiency and long-term financial planning.

Burney Wealth Management’s commitment to client-centric service and holistic financial solutions has earned them recognition in the industry, including listings in CNBC’s FA 100 and Barron’s Top 1200 rankings.