Reviews for Burney Wealth Management

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Mar 2023
They're honest and upfront with you. You won't get a sales pitch. They'll tell you the facts of life. They'll take care of you whether you have 100k or 100 million. Bijal talked to me like I was a guy that made a million. I felt they were taking care of me personally, not just the money.
Feb 2023
I trust their knowledge. The advice they're giving is sound, knowing tax laws, nuances and other policies like when we can withdraw. Burney thinks about you and your specific needs and what you have to look forward to. It’s about us, and how they can help us.
Dec 2021
As a college graduate with no background in finance or economics, I reached out to this company for financial advice. Their advisors have set me on the right path for how much money I should be putting money away for my retirement plans and given me great advice on potential investment opportunities. Their explanations have been superior and I have been well taken care of by Burney Wealth Management.

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From Burney Wealth Management

Located in Reston, VA, Burney Wealth Management is a fee-only, Registered Investment Advisor helping individuals and families pursue their financial goals. From retirement planning to protecting and preserving wealth, our wealth management team offers objective advice and clear solutions based on your individual needs. Our financial planning process is focused on you – learning about the goals and aspirations you have for yourself and your family. The process evaluates where you are now, where you want to go, and lays out a roadmap so you can see yourself getting there.