Burney Wealth Management
Financial Services • 
Reston, Virginia, United States • 21-50 Employees
Company overview
| Headquarters | 1800 Alexander Bell Dr, Reston, Virginia 20191, US |
| Phone number | +18669287639 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Equities, Wealth Management, Portfolio Management, Financial Planning, Retirement Solutions, Common Stocks |
| Founded | 1974 |
| Employees | 21-50 |
| Socials |
Key Contacts at Burney Wealth Management
Alex Shen
Director Of Research, Investment Analyst
Brenna Allsopp
Director Of Client Experience
Andy Pratt
Director Of Investment Strategy
Martin Walsh
Director Of Technology
Ross Bunson
Director Of Business Development
Alex Shen
Director Of Research
Burney Wealth Management Email Formats
Burney Wealth Management uses 5 email formats. The most common is {first initial} (e.g., j@burney.com), used 61.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@burney.com | 65.3% |
{first initial}{last name} | jdoe@burney.com | 11.5% |
{first name}{last name} | johndoe@burney.com | 7.7% |
About Burney Wealth Management
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 revenue & valuation
| Annual revenue | $3,251,090 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $10,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Burney Wealth Management has 13 employees across 5 departments.
Departments
Number of employees
Funding Data
Burney Wealth Management has never raised funding before.
Burney Wealth Management Tech Stack
Discover the technologies and tools that power Burney Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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CMS
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Miscellaneous
Security
Miscellaneous
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JavaScript libraries
France
United Kingdom
Spain
Frequently asked questions
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