Burney Wealth Management
Company

Burney Wealth Management

Financial Services Reston, Virginia, United States 38 employees
Employees
38
Contacts
4
Emails
4
Phones
4

Burney Wealth Management Overview

Headquarters
Reston, Virginia, United States
Industry
Financial Services
Employees
38
Founded
1974
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Burney Wealth Management

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.

Burney Wealth Management Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
4
100.0% coverage

Burney Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Russ Floyd, Cfa Director, Investment Advisor at Burney
Email Phone
Sherrie Campbell, Cfp®, Rlp® Personal Wealth Manager. the Only
Email Phone
Bijal Patel, Cfp®
Email Phone
Yevgeniy Gushcha Portfolio Manager at the Burney Company
Email Phone

Employees by Management Level

Manager 2 profiles
Director 1 profile

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