Burney Wealth Management
Finance · Virginia, United States · 11-50 Employees
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Overview
Headquarters
1800 Alexander Bell Dr Ste 510, Reston, ...Phone Number
(866) 928-7639Website
www.burneywealth.comRevenue
$5.9 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
1
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2
About Burney Wealth Management
Burney Wealth Management provides a comprehensive suite of financial services including financial planning, investment management, tax planning, and retirement planning, aimed at helping clients grow and preserve their wealth. The firm emphasizes a cohesive approach through a dedicated team of fiduciaries, certified financial planners, and credentialed investment professionals. Their target clientele includes business owners and individuals planning for retirement, who seek tailored and tax-efficient wealth management solutions. Established in 1974, Burney Wealth Management is recognized nationally for its dedication to service and professional excellence.Explore more
Burney Wealth Management Org Chart
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Burney Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Burney Wealth Management financials insights
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2020
Debt
$350K
Burney Wealth Management Tech Stack
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Most Recent Scoops
Open Position
Left Company
Management Move
Michael Puck, Regional Manager, has left the organization and now serves as the Director, Business Development & Wealth Advisor & Financial Planner at ZEGA Financial.
Funding
Burney Wealth Management has received an SBA PPP loan for $350,000-1 million from Summit Community Bank, Inc., supporting the retention of 17 jobs.
Funding
Burney Wealth Management News & Media
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Burney Wealth Management provides a comprehensive suite of financial services including financial planning, investment management, tax planning, and retirement planning, aimed at helping clients grow and preserve their wealth. The firm emphasizes a cohesive approach through a dedicated team of fiduciaries, certified financial planners, and credenti... Read More
