What services does the company offer?

The company offers financial planning, tax planning, retirement planning, and investment management services to help clients grow and preserve their wealth.

How does the company protect client privacy?

The company's website uses cookies to collect information about how clients interact with the website, which is used to improve the browsing experience and for analytics. The company's privacy policy provides more details on the use of cookies and how client information is protected.

What are the qualifications of the company's financial professionals?

The company's team includes certified financial planners, credentialed investment professionals, and an in-house CPA advisor, providing clients with access to a team of fiduciaries.

How does the company's approach to wealth management differ from traditional providers?

The company offers a single team to provide cohesive and coordinated advice, allowing clients to benefit from a tax-efficient approach to financial planning, investment management, and tax planning.

What is the process for working with the company?

Clients can preview their financial planning experience and schedule a meeting to get started with the company's comprehensive wealth management services.

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Voyager DBDeep data on millions of local businesses, with verified decision-makers to reveal.Contact ResearchHand-built prospect lists from human researchers, delivered in 24 hours.People SearchFind owners and decision-makers by job title, seniority and department.Chrome ExtensionColdlytics in your browser - prospect any business as you browse the web.IntegrationsInstantly, Smartlead, lemlist, Clay, HighLevel, plus Claude and ChatGPT over MCP.

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Burney Wealth Management

$2.6M revenue • 12 employees • 1800 Alexander Bell Dr Ste 510, Reston, VA, 20191, United States

Last Updated Oct 2, 2026

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Company Overview

Company Name

Burney Wealth Management

Address

1800 Alexander Bell Dr Ste 510, Reston, VA, 20191, United States

Website

burneywealth.com

Phone

(703) 391-6020

Approx. Annual Revenue

$2.6M

Employees

Established

2017

Google Reviews

4.6 (10 reviews)

Google Business Category

Financial planner

Locations

About Burney Wealth Management

Burney Company is a financial services firm located in Reston, Virginia, United States. The company offers a range of services, including financial planning, tax planning, retirement planning, and investment management, to help clients grow and preserve their wealth. Burney Company's team of financial professionals utilizes cookies and analytics to improve the user experience on their website and provide customized services to their clients.

Business Profile

Read from the Burney Wealth Management website on Oct 13, 2026. Hover an item to see the exact wording it came from.

About the website

Website quality (AI-assessed): 8/10 · Current copyright 2026; Detailed services and process

Recent changes

What changed on the Burney Wealth Management website and Google listing, as detected by Coldlytics on each visit.

Oct 15, 2026 · Reston, VA
Google Business category is now Financial advisor
Oct 13, 2026 · Brentwood, TN
Google Business category is now Financial advisor
Oct 13, 2026 · Reston, VA
Google Business category is now Financial advisor
Oct 13, 2026 · Reston, VA
Google reviews went from 9 to 10

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