Dakota
Dakota
Book a Demo
Talk to an Expert

Burney Wealth Management

EST. AUM
$3,588,662,390

CONTACTS
14

CLIENT ACCOUNTS
4,528

Firm Details

Metro area Washington, DC
CRD Number 106945
Website burneywealth.com
Client types

Overview

Even before a person becomes a client, Burney Wealth Management's financial planning professionals will analyze their total financial blueprint, personal goals, and external market conditions. Then, they will present the individual with a custom financial plan tailored to their unique situation. Clients have big dreams for retirement. They can get a clear strategy and pursue their dreams with a thoughtful, customized plan. With Burney Wealth Management, clients get insight from a team of credentialed professionals who have a five-decade track record of constructing forward-looking portfolios.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy