Our Services




Located in Music City’s beautiful downtown, our Nashville wealth management office proudly helps clients with their financial needs. With expertise in financial planning, investment management, and retirement solutions our Nashville-based financial advisors assist clients at every stage in life. So, whether you’re nearing retirement, in retirement, recently experienced a life changing event, or are simply looking for a financial plan, our friendly and knowledgeable team can provide guidance to help you make the right decisions for your financial future.

Our team of financial advisors in Nashville focus on understanding the goals and objectives for yourself and your family while also understanding your unique constraints to develop a strategic roadmap for your financial future. Using our in-house US-equity investment strategies honed since 1974, along with our other diversifying asset classes to create the right portfolio for you, we help our clients realize their financial dreams.

At Burney Wealth, we take pride in being a leading Nashville wealth management company. We are a fee-only, Registered Investment Advisor dedicated to offering personalized solutions. After all, it is our strong belief that financial institutions should work solely for their clients, educating and empowering them to make the best decisions for them.

With more than 45-years of experience, we are truly passionate about what we do and proudly deliver services and strategies that build, preserve, and manage wealth, all the while making certain our clients are aware of their plan and its progress.

Take control of your financial future today! For more information or to request a complimentary portfolio review with our Nashville financial advisors, give us a call at 866-9-BURNEY (866-928-7639).

 

Awards

Financial Times Top Financial Advisers 2018
Barron’s America’s Top 1200 Financial Advisors
Fortune 100 Fastest Growing Companies

Financial rankings and awards may not be representative of any one client’s experience nor is it indicative of future performance. More Information

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