Work with a nationally recognized team of fiduciaries.
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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
Business Owners
Individuals with Equity Compensation
Retirees & Pre-Retirees
Northern Virginia has one of the most concentrated populations of small and mid-size businesses in the country, from federal contractors in Herndon to professional services firms in Reston Town Center to technology startups along the Dulles corridor. If you own a business here, your personal and business finances are intertwined in ways most advisors don't address simultaneously.
We help owners plan across both sides, including:
- Cash flow planning and long-term wealth strategy
- Retirement plan options that fit your business structure and tax situation
- Tax planning before and after major business events
- Coordinating your business decisions with your personal investment strategy
Reston sits in the middle of one of the highest concentrations of publicly traded technology and defense companies in the country. Leidos, SAIC, Booz Allen Hamilton, and Amazon Web Services* are all within a short drive. If you work at one of them, there's a good chance equity compensation makes up a meaningful part of your total pay and is one of your biggest tax decisions each year.
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 and sale 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
*The Burney Company is neither affiliated with nor endorsed by any of these entities.
Northern Virginia has one of the highest concentrations of federal government employees and retirees in the country. If you've spent a career in the federal government or a contractor role, you may have a FERS pension, a TSP account, and Social Security all coming online at different times. Getting those pieces to work together well is not automatic.
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 what you pay in taxes
- Coordinating your FERS pension and TSP with Social Security timing
- Adjusting your investment strategy to match where you are in retirement
- Planning ahead for healthcare costs, estate decisions, and what you leave behind
Business Owners
See how we help
Northern Virginia has one of the most concentrated populations of small and mid-size businesses in the country, from federal contractors in Herndon to professional services firms in Reston Town Center to technology startups along the Dulles corridor. If you own a business here, your personal and business finances are intertwined in ways most advisors don't address simultaneously.
We help owners plan across both sides, including:
- Cash flow planning and long-term wealth strategy
- Retirement plan options that fit your business structure and tax situation
- Tax planning before and after major business events
- Coordinating your business decisions with your personal investment strategy
Individuals with Equity Compensation
See how we help
Reston sits in the middle of one of the highest concentrations of publicly traded technology and defense companies in the country. Leidos, SAIC, Booz Allen Hamilton, and Amazon Web Services* are all within a short drive. If you work at one of them, there's a good chance equity compensation makes up a meaningful part of your total pay and is one of your biggest tax decisions each year.
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 and sale 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
*The Burney Company is neither affiliated with nor endorsed by any of these entities.
Retirees & Pre-Retirees
See how we help
Northern Virginia has one of the highest concentrations of federal government employees and retirees in the country. If you've spent a career in the federal government or a contractor role, you may have a FERS pension, a TSP account, and Social Security all coming online at different times. Getting those pieces to work together well is not automatic.
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 what you pay in taxes
- Coordinating your FERS pension and TSP with Social Security timing
- Adjusting your investment strategy to match where you are in retirement
- Planning ahead for healthcare costs, estate decisions, and what you leave behind
Planning around Virginia's tax rules
Virginia taxes income, which means the decisions you make throughout your career have real consequences at the state level, not just at the federal level. A few things worth knowing:
Virginia does not tax Social Security benefits. But most other retirement income, like pension payments, IRA distributions, and investment income, is taxed at the state level. Virginia does offer a $12,000 deduction for residents age 65 and older, but for most high-income households in Northern Virginia, that only goes so far.
If you hold equity compensation, Virginia taxes gains as ordinary income in the year you realize them. That can push your effective tax rate higher in vesting years if you're not planning ahead.
Our in-house tax team works alongside your financial planner from day one. That means your investment decisions and your tax strategy aren't developed in separate rooms and handed to you at the end.
How we work together:
Discovery Meeting
We're about relationships first. Let us answer your questions, listen to what you'd like to achieve, and 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 generic advice. Even before you become a client, we look for opportunities and present you with the 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're about relationships first. Let us answer your questions, listen to what you'd like to achieve, and let you know how we can help.
Custom Financial Roadmap
Your financial success requires more than generic advice. Even before you become a client, we look for opportunities and present you with the 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 Reston clients
Burney Wealth Management's Reston office is our headquarters and where the firm was founded. We work with clients throughout Northern Virginia and beyond. Meet with us in person at Reston Town Center or connect from wherever you are. Our team helps you bring all aspects of your financial life together into a single coherent plan.
Meet Your Reston Team
Andy Pratt, CFA, CAIA, is a Partner and Director of Investment Strategy at Burney Wealth Management. Since joining the firm in 2012, he has grown alongside the company, contributing across investment research, portfolio management, client advisory, and strategic initiatives.
Today, Andy serves as Portfolio Manager for Burney’s ETFs and leads the firm’s investment strategy. He enjoys the challenge of honoring Burney’s long-standing investment philosophy while continually improving it through data, technology, and thoughtful innovation. He also works directly with clients to help simplify complex financial decisions and build durable long-term plans.
Andy earned degrees in Economics and Psychology from Virginia Tech and holds both the CFA (2017) and CAIA (2020) designations.
He lives in Cascades, Virginia, with his wife and three kids. When he’s not working, you’ll likely find him coaching a youth team, snowboarding, wake surfing, or competing in a rec league. He’s also a lifelong Washington-area sports fan.
Brenna joined Burney Wealth Management in 2018 and serves as the Director of Client Experience. In her role, she focuses on creating and maintaining a seamless, personalized experience for every client. Brenna is passionate about designing and refining processes that enhance the way the firm serves and supports its clients.
Brenna earned her Bachelor of Science in Marketing from George Mason University and her Master’s in Financial Planning. She is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Retirement Income Certified Professional® (RICP®) designation.
Hobbies & Interests
Outside of work, Brenna enjoys spending time with her husband and their English Springer Spaniel, relaxing at Deep Creek Lake, and staying connected to her lifelong passion for dance by following collegiate dance competitions.
Brian Quantrille is a Wealth Advisor on our team. In his role, he partners directly with clients to develop and implement comprehensive financial plans designed to help them achieve their goals. Brian joined Burney Wealth Management in 2021, after earning his BS in Finance with a concentration in Financial Planning from Virginia Tech. He is a CERTIFIED FINANCIAL PLANNER™ Practitioner. Brian lives in Arlington, Virginia, and in his free time enjoys spending time outdoors, attending sporting events, and cheering on his hometown Boston teams from afar.
Hannah is an Associate Investment Advisor at Burney Wealth Management. She began her career with the Burney Company as an intern in 2018 and joined the analytical group full-time in 2021. In early 2025, she transitioned to her current role, where she works closely with clients, striving to be a calm and steady presence during times of market uncertainty.
Hannah graduated from Virginia Tech in 2020 with a B.S. in Business Information Technology with a concentration in Computer Decision Systems. She earned her CFA charter in 2026 and is a member of the CFA Institute and the CFA Society of Washington, DC.
Hannah lives in Leesburg with her husband and their Border Collie mix. She enjoys spending her free time outdoors—whether it’s walking, running, or biking around downtown Leesburg.
Bridjett has over 16 years of experience in the financial services industry. She is the first point of contact for clients and serves as a liaison between them and their advisors. She also prepares and assists clients with a myriad of custodian account forms, including portfolio management, trading, and portfolio reconciliation, and is currently preparing for the Series 65 license examination.
Erin joined the Burney Company in 2023 as a member of our client service team. As a Client Service Associate, she serves as a liaison between clients and our advisors, ensuring that each client receives attentive support and a seamless experience. Erin takes pride in building strong, positive relationships and providing clear communication to help clients feel confident and cared for when working with them.
Erin graduated from James Madison University in 2021 and has called Northern Virginia home for her entire life. She has earned her FPQP® (Financial Paraplanner Qualified ProfessionalSM) designation and is currently studying for her CFP® certification.
Cameron joined the Burney Company in 2025 after graduating from James Madison University with a degree in Finance. As a Client Service Associate, he serves as a key connection between clients and their advisors, always focused on putting the clients’ needs first. Originally from Roanoke, Virginia, Cameron moved to Fairfax after college to start this exciting new chapter.
Hobbies & Interests
Traveling (especially for concerts, beach trips, and hiking adventures), golfing, and spending quality time with family.
Owen joined Burney Company in 2025 after earning his Finance degree from Virginia Tech, where he specialized in Financial Planning & Wealth Management. As a Client Service Associate, he serves as a vital link between clients and their wealth advisors. Before joining Burney, Owen worked in other financial planning roles during his college summers. He lives in Northern Virginia and enjoys spending time with family and friends.
