Burney Wealth Management

  • Financial Services
  • Reston VA
  • 45 employees
Get Full Info

Company Overview

Headquarters
1800 Alexander Bell Dr, Reston VA
Website
burneywealth.com
Phone
(866) 928-7639
Employees
45
Founded in
1974
Industry
Financial Services
NAICS Code
NAICS Code 52 Companies
NAICS Code 52393 Companies
NAICS Code 5239 Companies
NAICS Code 523 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
More Details

Financials & Stats

Revenue

$6B

More Financials

Who is Burney Wealth Management

Burney Wealth Management is a Registered Investment Advisor (RIA) firm based in Reston, Virginia. Founded in 1974, the company employs 45 people and generates an annual revenue of $5.9 million. Burney Wealth Management provides financial planning, retirement planning, and investment management services to clients across the United States. Their team of financial planning professionals works with clients to analyze their financial situation, goals, and market conditions to create personalized financial plans. The company emphasizes building strong relationships with clients and ensuring they feel confident about their financial future. They prioritize understanding each client's unique circumstances and tailoring their services accordingly. For more information about Burney Wealth Management and their services, visit their website at burneywealth.com.

Company Leadership

Kyle McFarland

Partner

Phone Email
Adam Newman

Managing Partner and Wealth Advisor

Phone Email
Joel Sues

Partner

Phone Email
Alex Shen

Director of Research, Investment Analyst

Phone Email
Martin Walsh

Director of Technology

Phone Email

Burney Wealth Management Tech Stack

JavaScript
HTML
PHP
View All Tech Stack

Companies Similar to Burney Wealth Management

Analyze industry trends and opportunities by examining competitors and companies comparable to Burney Wealth Management, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
6M 14 Lafayette, LA
6M 9 Longmeadow, MA 2004
6M 9 Charlotte, NC
6M 27 San Jose, CA 2008
6M 2 Chicago, IL 2001
View More Companies

FAQ

What is the location of Burney Wealth Management's headquarters?
The headquarters of Burney Wealth Management are situated at 1800 Alexander Bell Dr, Reston VA
What is Burney Wealth Management's phone number?
Burney Wealth Management's contact number is (866) 928-7639.
What is Burney Wealth Management's official website?
The official website of Burney Wealth Management can be found at burneywealth.com.
What is Burney Wealth Management's current revenue?
As of September 2023, Burney Wealth Management's annual revenue reached $6B.
How many employees does Burney Wealth Management currently have?
Burney Wealth Management employs approximately 45+ people as of September 2023
Which industries is Burney Wealth Management primarily operating in?
Burney Wealth Management operates in the following industries: Credit, Finance
Who is the Partner of Burney Wealth Management?
Burney Wealth Management's Partner is Kyle McFarland
When was Burney Wealth Management founded?
Burney Wealth Management was founded in 1974.

Employee Directory

Key Employees

Tony Hardesty

Managing Partner

Phone Email

Hannah Vass

Senior Information Technology Analyst

Phone Email

Anne Pomar

Client Associate

Phone Email

Andy Pratt

Director of Investment Strategy

Phone Email

Brenna Surette

Financial Planning Coordinator

Phone Email