Take control of your financial future.

Wealth Management Strategies built for you. For nearly 50 years, we’ve been helping our clients develop holistic financial roadmaps for success. So, whether you’re just starting out, looking to make the most out of life now, or planning for retirement, we can help!

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Plan Your Financial Future Today

Our Services

Burney Wealth Management’s approach to financial planning blends science and art to present creative strategies to help you make thoughtful decisions about what actions you want to take for your future, today.

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Financial Planning

We believe in balancing the tried-and-true with forward-thinking, and we work to uncover new opportunities to build and protect your wealth.

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Investment Management

Crafting and maintaining the right investment strategy based on realistic return expectations is essential in securing your financial future.

Retirement Solutions

We believe in living ahead — laying the groundwork today so that you can enter into retirement knowing that you and your family can enjoy the retirement you envision.

We can help you have a good life

  • Cash Flow/Budget Analysis
  • Investment Management
  • Tax Planning
  • Insurance, Retirement, and Estate Planning

Awards

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