Long Story Short
A podcast where two financial advisors break down real client questions. No jargon, no fluff, just clear thoughtful insights.
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Meet Your Hosts
Andy Pratt, CFA, CAIA
Andy is a Partner and Director of Investment Strategy at Burney Wealth Management where he blends the firm’s core philosophy with data-driven innovation. Andy also works directly with clients to simplify complex financial decisions and build durable long-term plans. A Virginia Tech alumnus with degrees in Economics and Psychology, he lives in Cascades, Virginia, with his wife and three children. Outside the office, he enjoys coaching youth sports, snowboarding, and cheering on Washington-area sports teams.
Adam Newman, CFA, CFP®, MT, RICP®
Adam is a Managing Partner at Burney Wealth Management. He oversees client financial plans and specializes in retirement income planning, tax planning, and investment policy development. Adam earned his degree in Applied Economics from Virginia Tech and a Master of Taxation from Villanova. He lives in Nashville with his wife and two children, where they spend their free time trying new restaurants and catching local concerts.
