Work with a nationally recognized team of fiduciaries.
A single team to protect and grow your wealth with tax efficiency.
You get a cohesive team of fiduciaries: certified financial planners, credentialed investment professionals, and our in-house CPA advisory. Tax preparation services are offered through Burney Tax Advisors LLC, an affiliated firm.
We work with you across the three pillars of wealth management: Financial Planning, Investment Management, and Tax Planning
Who We Serve
Burney Wealth Management in Nashville works with clients who benefit from a coordinated, tax-centric approach, especially when income, assets, and decisions are more complex than a typical “set-it-and-forget-it” plan.
Business Owners
Individuals with Equity Compensation
Retirees & Pre-Retirees
Business ownership creates unique planning opportunities and tax consequences. We help owners make connected decisions across the business and personal balance sheet, including:
- Cash flow planning and long-term wealth strategy
- Retirement plan optimization as part of your broader roadmap
- Preparing for major tax years and liquidity events
- Coordinating planning decisions with an investment strategy built for your goals
Equity awards like RSUs and stock options can be a significant part of your compensation, and also one of the most tax-sensitive decisions you'll face. We help you make smart choices before, during, and after key events, including:
- Understanding your grants, vesting schedules, and what you actually own
- Planning exercise timing to reduce your tax bill and manage AMT exposure
- Managing concentrated stock positions as part of your broader portfolio
- Coordinating equity income with cash flow and long-term wealth goals
Retirement is one of the biggest financial transitions you'll go through. Whether you're 5 years out or already there, we help you build a plan that holds up, including:
- Building a withdrawal strategy across accounts to reduce/minimize what you pay in taxes
- Optimizing Social Security timing as part of your income plan
- Adjusting your investment strategy to match where you are in retirement
- Planning ahead for healthcare costs, estate decisions, and what you leave behind
Who We Serve
Burney Wealth Management in Nashville works with clients who benefit from a coordinated, tax-centric approach, especially when income, assets, and decisions are more complex than a typical “set-it-and-forget-it” plan.
Business Owners
See how we help
Business ownership creates unique planning opportunities and tax consequences. We help owners make connected decisions across the business and personal balance sheet, including:
- Cash flow planning and long-term wealth strategy
- Retirement plan optimization as part of your broader roadmap
- Preparing for major tax years and liquidity events
- Coordinating planning decisions with an investment strategy built for your goals
Individuals with Equity Compensation
See how we help
Equity awards like RSUs and stock options can be a significant part of your compensation, and also one of the most tax-sensitive decisions you'll face. We help you make smart choices before, during, and after key events, including:
- Understanding your grants, vesting schedules, and what you actually own
- Planning exercise timing to reduce your tax bill and manage AMT exposure
- Managing concentrated stock positions as part of your broader portfolio
- Coordinating equity income with cash flow and long-term wealth goals
Retirees & Pre-Retirees
See how we help
Retirement is one of the biggest financial transitions you'll go through. Whether you're 5 years out or already there, we help you build a plan that holds up, including:
- Building a withdrawal strategy across accounts to reduce/minimize what you pay in taxes
- Optimizing Social Security timing as part of your income plan
- Adjusting your investment strategy to match where you are in retirement
- Planning ahead for healthcare costs, estate decisions, and what you leave behind
How we work together:
Discovery Meeting
We are about relationships first. Let us answer your questions and listen to what you’d like to achieve, and we’ll let you know how we can help.
Financial Plan Implementation
Offload the burden and complexity to us, so you can meet your financial goals while focusing on other parts of your life. Know that your wealth is in caring, competent hands.
Custom Financial Roadmap
Your financial success requires more than run-of-the-mill advice. Even before becoming a client, we look for opportunities and present you with next steps, tailored to your unique goals.
Dedicated Financial Team
Enjoy seamless communication across a cohesive team of financial professionals, including our in-house tax advisory group.
Discovery Meeting
We are about relationships first. Let us answer your questions and listen to what you’d like to achieve, and we’ll let you know how we can help.
Custom Financial Roadmap
Your financial success requires more than run-of-the-mill advice. Even before becoming a client, we look for opportunities and present you with next steps, tailored to your unique goals.
Financial Plan Implementation
Offload the burden and complexity to us, so you can meet your financial goals while focusing on other parts of your life. Know that your wealth is in caring, competent hands.
Dedicated Financial Team
Enjoy seamless communication across a cohesive team of financial professionals, including our in-house tax advisory group.
Serving Nashville clients
Burney Wealth Management works with clients throughout Tennessee from our Nashville office. Meet with us in person or connect from wherever you are. We will connect with you at times that make sense for your schedule. Our Nashville team helps you pull together all aspects of your financial life into one coherent plan.
Meet Your Nashville Team
Adam Newman is a Managing Partner at Burney Wealth Management. Adam is responsible for overseeing the ongoing management of client financial plans, annual financial planning updates, and investment portfolio reviews. His expertise is in comprehensive financial planning, retirement income planning, tax planning, and investment policy development. Adam graduated from Virginia Tech with a degree in Applied Economics and also received a Master of Taxation degree from Villanova University’s Charles Widger School of Law. He is a CFA Charterholder as well as a CERTIFIED FINANCIAL PLANNER™ Practitioner.
In 2025, Adam completed his Certified Exit Planning Advisor (CEPA) designation to help business owners align their personal, financial, and business goals to maximize enterprise value and readiness for transition. Outside of the office, Adam and his wife Emily are busy parents to two young daughters (Delaney and Layla) and enjoy getting outside to explore all that Nashville has to offer.
Kyle McFarland is a leader in Burney’s Nashville office, where he supports clients through comprehensive wealth management, investment strategy, and tax-aware advisory solutions. A graduate of the University of Tennessee and a CERTIFIED FINANCIAL PLANNER™ professional, Kyle brings a disciplined, client-first approach to helping, individuals and families make confident, informed financial decisions. He works closely with clients to align their investments, tax strategy, and long-term financial goals, delivering thoughtful guidance designed to compound value over time.
Hobbies & Interests
Spending time outdoors with his wife, Brittany, their son, Brooks, and their Labrador, Lyla. Supports the Tennessee Titans and Volunteers, and enjoys exploring Nashville’s food scene.
Joel is a Partner and Portfolio Manager at Burney Wealth Management. He has spent the majority of his career with the firm, joining in 2016 as a Research Analyst in the firm’s analytical group before moving into his Portfolio Manager role in 2019. Joel is a Portfolio Manager on our ETFs and investment strategies and manages the trading of client portfolios. Joel also works directly with clients as their Advisor, as well as collaborates with our other Advisors to support them on various client situations.
He enjoys being a part of running and implementing our firm’s investment strategies while also marrying sound financial advice with personalized support to help guide clients on the path to achieving their goals. Joel earned his CFA and CAIA charters in 2020. He graduated from Duke University with a B.S. in Economics, George Mason University with an M.A. in Economics, and holds the Series 65 license. Joel is a member of the CFA Institute and the CFA Society of Washington, DC. He is an avid skier and also enjoys playing golf, watching North Carolina sports and the Yankees, and spending time with his wife, son, and their two dogs.
Hobbies & Interests
Skiing, golfing, North Carolina sports & the Yankees, spending time with family, and hanging with their dogs.
Rhonda Collins joined Burney Wealth Management in 2023 to help support advisors in tax planning conversations with clients. With over 25 years of industry experience, Rhonda is a licensed CPA in four states, has her EA certification, and is an NTPI Fellow®. Originally from Ohio, Rhonda graduated from Franklin University in Columbus, where she earned her bachelor's degree in accounting and master's degree in business administration. Currently residing in Florida, she shares her home with her three beloved "fur children," Olivia, Ariel, and Marco.
Brayden Oswald is a wealth advisor with Burney Wealth Management in the firm’s Nashville office. He works closely with clients to help turn financial goals into reality through thoughtful, comprehensive planning that considers every aspect of their financial life.
Brayden is a process-driven planner who enjoys simplifying complex financial decisions and presenting them in a clear, easy-to-understand way. He is a CERTIFIED FINANCIAL PLANNER™ professional with nearly a decade of experience helping clients navigate important financial decisions with confidence. He earned his finance degree from Lipscomb University with a concentration in personal wealth management.
Hobbies & Interests
Brayden enjoys spending time with his wife, Jessie, and their daughter, Emerson. In his free time, he travels out west whenever possible to fly fish, hike, and ski. He is also an avid Green Bay Packers and Chicago Cubs fan.
Boston is an Associate Wealth Advisor at Burney Wealth Management, where he helps clients achieve their goals through comprehensive financial planning, in-depth analysis, and strategic meeting preparation. Boston is a Chartered Retirement Planning Counselor™ working out of our Nashville office. Before joining Burney in 2025, Boston worked as a Financial Consultant at Wells Fargo Advisors, where he developed financial plans and guided clients through investment strategies tailored to their unique situations.
He graduated from Auburn University with a B.S. in Business Analytics. Boston lives in Nashville, TN, and is engaged to be married in August of 2026. Outside of work, he loves being outside, playing golf, and cheering on all of his Auburn Tigers sports teams.
Dylan is an Associate Wealth Advisor at Burney Wealth Management working out of the Nashville office. Dylan works alongside other advisors to ensure client financial goals and objectives are met through dedicated financial planning. Dylan leads client engagements with a servant leader mindset and always prioritizes putting the client first. Dylan is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds an EA certification which emphasizes a specialty in tax.
Dylan graduated from the University of Minnesota Duluth with a degree in both Financial Planning and Financial Markets, in which he served as a Student Director and co-managed the Bulldog Fund. Prior to working at Burney Wealth Management, Dylan gained industry experience by working closely with corporate executives and their families at an RIA based in Minnesota.
In his free time, you can find Dylan out on the golf course, exercising in the gym, spending time with family and friends, attending church, and enjoying sporting events or local restaurants. Dylan enjoys learning new things, exploring the world through travel, and especially loves boating on the lake.
Nathan is an Associate Wealth Advisor at Burney Wealth Management. In his role, Nathan supports the advisory team by assisting with financial planning, client analysis, and meeting preparation, while contributing to the growth of Burney’s Nashville office. A licensed Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional, Nathan previously worked in public accounting across both audit and tax, where he gained experience analyzing financial statements, understanding business operations, and navigating individual and business tax filings.
He earned his Master’s in Accounting from UNC Charlotte and his Bachelor’s degree from Clemson University. Originally from Charlotte, North Carolina, Nathan now lives in the Nashville area with his wife, daughter, and dog.
Hobbies & Interests
Nathan enjoys fitness, golf, exploring the local food scene, and spending time outdoors with his family in the Nashville area. He’s also an avid Carolina Panthers and Clemson football fan and is active in his local church.
