Burney Wealth Management

Founded in 1974 by Lowell Burney, The Burney Company is a wealth management firm dedicated to providing customized investment management and financial planning for individuals, families, and institutions. The firm emphasizes a disciplined, research-driven investment approach, utilizing both quantitative and qualitative analysis to build and manage client portfolios. Their mission is to help clients achieve their long-term financial goals through personalized service and a commitment to fiduciary responsibility.