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
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
Richmond is home to an unusually high number of publicly traded companies for a metro its size, spanning insurance, energy, consumer brands, and healthcare. CarMax, Markel, Dominion Energy, Altria, and Performance Food Group are all headquartered here, and Capital One runs one of its largest campuses just outside the city*. 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.
Richmond and surrounding areas have 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
Richmond is home to an unusually high number of publicly traded companies for a metro its size, spanning insurance, energy, consumer brands, and healthcare. CarMax, Markel, Dominion Energy, Altria, and Performance Food Group are all headquartered here, and Capital One runs one of its largest campuses just outside the city*. 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
Richmond and surrounding areas have 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 federal. A few things worth knowing:
Virginia does not tax Social Security benefits. But most other retirement income like pension payments, IRA distributions, 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 Richmond clients
Burney Wealth Management's Richmond office works with clients throughout Virginia and beyond. Meet with us in person 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 Richmond Team
Bijal has over 25 years of leadership experience and an interest in the markets and wealth creation that stem from buying his first stock at the age of 14. Today, he works with clients and contributes to our investment and wealth management strategies. He also leads and mentors other staff members, which has contributed to Burney Company being recognized as one of CNBC’s Top 100 Financial Advisors.
Bijal resides in Richmond, Virginia, with his wife Jinu, two children, and two foster children. When he’s not in the office or traveling to visit clients, Bijal enjoys working in the garden and tackling small projects around the house. He is also an avid bowler, mentor to at-risk teenagers, and volunteers at after-school programs at several Richmond-area high schools.
Robbie joined Burney Wealth Management in 2019 and serves as an Investment Advisor. Over the years, he has worn many hats within the firm, gaining a deep appreciation for how each part of the business works together to serve clients effectively. This broad experience has shaped his thoughtful, hands-on approach to financial planning and investment management.
With CERTIFIED FINANCIAL PLANNER™ (CFP®) and Retirement Income Certified Professional® (RICP®) designations, Robbie is passionate about connecting with clients to understand their goals and guide them through financial decisions with clarity and confidence. He takes pride in helping clients align their wealth with what matters most to them.
Outside the office, Robbie enjoys spending time with his wife, Martha, and their two dogs, Duncan and Goose. Depending on the season, you’ll find him wake surfing, snowboarding, or playing Ultimate Frisbee — but year-round, he’s happiest outdoors.
