Burney Wealth Management

Burney Wealth Management is an independent, fee-only registered investment advisory firm serving Nashville and clients nationwide since 1974. They specialize in comprehensive wealth management combining financial planning, investment management, and tax planning—with an in-house CPA team for coordinated, tax-efficient strategies. They work primarily with business owners, individuals with equity compensation, and retirees/pre-retirees who benefit from complex, coordinated planning across multiple areas of their financial lives.