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.
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Verified contacts
45
available on Kipplo
LinkedIn employees
40
11 to 50 range
Open roles
—
no listings
Distinct roles
26
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
45 contacts with verified email or phone · masked until revealed.
- AP
Andy Pratt
Director of Investment Strategy · Finance & Accounting
EmailPhone - RM
Roch Monnig
Wealth Advisor · Finance & Accounting
EmailPhone - KM
Kyle McFarland
Partner · General Business & Management
EmailPhone - AS
Alex Shen
Director of Research, Investment Analyst · Finance & Accounting
EmailPhone - AS
Alex Shen
Director of Research · Research & Development
EmailPhone - BA
Brenna Allsopp
Director of Client Experience · Customer/Client Service
EmailPhone - BA
Brenna Allsopp
Director of Client Experience · Customer/Client Service
EmailPhone - MW
Martin Walsh
Director of Technology · Information Technology
EmailPhone - RF
Russ Floyd
Director, Investment Advisor · Finance & Accounting
EmailPhone
Showing 9 of 45 verified contacts
Top roles at Burney Wealth Management
26 distinct titles indexed · top 10 shown.
- 7portfolio manager
- 4client service associate
- 4wealth advisor
- 3investment advisor
- 2associate investment advisor
- 2chairman
- 2director of client experience
- 2director of research, investment analyst
- 2partner
- 1()
- +16more titles
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