Founded in 1974, Burney Wealth Management was one of the first Registered Investment Advisor (RIA) firms in Virginia. We help clients all around the country with financial planning, retirement planning, and investment management. We are about relationships first and helping you feel truly at peace about your family’s future. Even before becoming a client, our financial planning professionals will analyze your total financial blueprint, personal goals, and external market conditions. Then, we’ll present you with a custom financial plan tailored to your unique situation.
Looking for a particular Burney Wealth Management employee's phone or email?
Burney Wealth Management Questions
The Burney Wealth Management annual revenue was $5.9 million in 2026.
1 people are employed at Burney Wealth Management.
Burney Wealth Management is based in Reston, Virginia.
The NAICS codes for Burney Wealth Management are [523, 52, 52393, 5239].
The SIC codes for Burney Wealth Management are [628, 62].
Top Burney Wealth Management Employees
-
Bijal Patel
Partner, Senior Wealth Advisor at Burney Wealth Management
Virginia, United States45
Related Companies
