1
Discovery Meeting
We are about relationships first. Let’s have a conversation where you ask questions and tell us what you’d like to achieve, and we’ll let you know how we can help.
3
Financial Plan Implementation
We make your life easier, executing the plan to meet your financial goals. Know your wealth is in caring and competent hands.
2
1
Discovery Meeting
We are about relationships first. Let’s have a conversation where you ask questions and tell us what you’d like to achieve, and we’ll let you know how we can help.
2
3
Financial Plan Implementation
We make your life easier, executing the plan to meet your financial goals. Know your wealth is in caring and competent hands.
Work with a nationally recognized team of fiduciaries.
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Burney advisors are honest and upfront with you. You won't get a sales pitch. They'll tell you the facts of life. I felt like they were taking care of me personally, not just the money.
Retiree transitioning to living off their portfolio
We loved the second appointment with Burney because it was structured. They had a process and had great questions about our life. It was almost like a life planning process.
Business owner planning for retirement
I trust their knowledge. The advice they're giving is sound, knowing tax laws, nuances and other policies like when we can withdraw. Burney thinks about you and your specific needs and what you have to look forward to." It’s about us, and how they can help us.
Corporate executive preparing for life after work
These statements may not be representative of the experience of other clients and do not guarantee future performance or success; no compensation was exchanged for recognition.