Financial Advisors
Brentwood, TN
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.
Ideal for: Business owners, individuals with equity compensation (RSUs/stock options), retirees and pre-retirees, high-net-worth clients with complex financial situations
Service area: Nashville area and nationwide
Fee-Only Fiduciary Since 1974: Independent RIA with fiduciary duty to clients, no commissions. One of the first RIA firms established, with over 50 years of experience.
Integrated Tax Planning & CPA Advisory: In-house CPA team coordinates tax planning with investment and financial decisions for comprehensive, tax-efficient wealth management.
Specialized in Complex Client Situations: Focus on business owners, equity compensation holders, and retirees facing intricate tax and planning scenarios that require coordinated strategy.
Address: 105 Westpark Dr Suite 370, Brentwood, TN 37027
Phone: (615) 248-1099
Website: burneywealth.com
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