Founded in 1974, Burney Wealth Management was one of the first Registered Investment Advisor (RIA) firms in Virginia. We help clients all around the country with financial planning, retirement planning, and investment management.

We are about relationships first and helping you feel truly at peace about your family’s future. Even before becoming a client, our financial planning professionals will analyze your total financial blueprint, personal goals, and external market conditions. Then, we’ll present you with a custom financial plan tailored to your unique situation.

Burney Wealth Management

Lowell Pratt

This department oversees project portfolios, ensuring alignment with strategic goals and effective resource allocation.

Portfolio Management

This department provides financial guidance and investment strategies to clients.

Wealth Advisory

This department provides expert guidance on investment opportunities and strategies to clients.

Investment Advisory

This department focuses on developing investment strategies and conducting thorough research to support decision-making in financial investments.

Investment Strategy and Research

This department focuses on enhancing the overall experience and engagement of clients through tailored services and support.

Client Experience

This department manages client relationships and ensures effective service delivery related to tax operations.

Burney Wealth Management

Org chart

Teams

Portfolio Management

Wealth Advisory

Investment Advisory

Investment Strategy and Research

Client Experience

Client Services

Offices

Burney Wealth Management

Org chart

Teams

Portfolio Management

Wealth Advisory

Investment Advisory

Investment Strategy and Research

Client Experience

Client Services

Offices

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