Burney Wealth Management is a fee-only, Registered Investment Advisor helping individuals and families pursue their financial goals. From retirement planning to protecting and preserving wealth, our wealth management team offers objective advice and clear solutions based on your individual needs.
At Burney Wealth, you will work directly with a CFP ® professional backed up by a team of CFA Charterholders to strive to deliver peace of mind through a holistic financial plan and personalized investment mix. Our financial planning process is focused on you – learning about the goals and aspirations you have for yourself and your family. The process evaluates where you are now, where you want to go, and lays out a roadmap so you can see yourself getting there. Using a combination of our in-house US-equity investment strategies honed since 1974 and other diversifying asset classes, we implement the investment mix to best pursue your financial goals.
Situations change through time so the final step in our process is to keep in touch about any life changes and monitor your plan to make sure it is still right for you. Your Wealth Advisor will communicate with you quarterly to revisit your plan, monitor its progress and make any adjustments.
We believe that to live well, you need to live ahead. Let us show you how.