About Us

Burney Wealth Management is part of The Burney Company, an independent investment advisory firm founded in 1974. Our Nashville advisors take time to understand your situation and provide guidance that helps you make good decisions with confidence. We measure success by the relationships we build and whether you're making real progress on what matters to you. We work with you across the three pillars of wealth management: Financial Planning, Investment Management, and Tax Planning. Advisory services are offered through the Burney Company, an investment advisor registered with the U.S. Securities & Exchange Commission. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.

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