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.

See A Sample Financial Plan

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:

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

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.

See A Sample Financial Plan

4

Dedicated Financial Team

team_group13

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.

Schedule a Meeting

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

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.

See A Sample Financial Plan

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.

4

Dedicated Financial Team

team_group13

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.

Schedule a Meeting

Work with a nationally recognized team of fiduciaries.

Click on logos for award criteria.

Hear from our clients

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.

Let's Get Started