A good life doesn’t plan itself.

Feel secure about your family’s future.

A clear strategy to protect and build your wealth is essential.
Be confident in your financial plan and at peace about the future.

Have a clear strategy to protect and build your assets.

As fiduciaries, we sincerely care about you and your family’s financial success, because you deserve to have someone you trust helping you achieve your financial goals.

Here’s our process:

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.

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.

Custom Financial Roadmap

Sample Financial Plan

You are unique & deserve more than run-of-the-mill advice. Even before becoming a client, we present you with a custom plan, tailored to your goals.

Dedicated Financial Team

team_group11

Feel at peace knowing we have your back. Enjoy frequent communication with real humans, and have a big team on your side that is still small enough to care.

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.

Custom Financial Roadmap

Sample Financial Plan

You are unique & deserve more than run-of-the-mill advice. Even before becoming a client, we present you with a custom plan, tailored to your goals.

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.

Dedicated Financial Team

team_group11

Feel at peace knowing we have your back. Enjoy frequent communication with real humans, and have a big team on your side that is still small enough to care.

Work with a nationally recognized team of fiduciaries.

Click on logos for award criteria.

Financial Times Top Advisers

2014-2018

Hear from our clients

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

Disclosure: This testimonial was given by a current client of Burney Company. No compensation was provided for the testimonial. This arrangement creates a material conflict of interest because Burney Company has an incentive to engage clients who have had a positive experience with the firm to provide such testimonials. There is no guarantee another individual’s experience will be representative of the individual providing this testimonial and no guarantees of performance or success are offered.

Looking to take the first step? Set up your discovery meeting.

A good life doesn’t plan itself.

Feel secure about your family’s future.

Have a clear strategy to protect and build your assets.

Here’s our process:

Discovery Meeting

Financial Plan Implementation

Custom Financial Roadmap

Dedicated Financial Team

Discovery Meeting

Custom Financial Roadmap

Financial Plan Implementation

Dedicated Financial Team

Work with a nationally recognized team of fiduciaries.

Hear from our clients

Looking to take the first step? Set up your discovery meeting.

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