John C.
6/23/2020
I've been a client for about 5 years now. They have a great team and good client outreach. There have been some internal changes but all have been positive for me.
Burney Wealth Management
Closed
(4)
150 4th Ave N Fl 20
Nashville, TN 37219
Burney Wealth Management is a reputable financial advisory firm based in Nashville, TN, offering a range of comprehensive services including financial planning, retirement planning, investment management, and tax planning and preparation.
With a team of experienced professionals and a focus on families with a minimum of $1,000,000 in investable assets, Burney Wealth Management provides personalized solutions to help clients achieve their financial goals and secure their future.
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Reviews
3.54 reviewsRick H.
10/24/2019
I would agree with Millie P. Burney has been investing our money for five years now, that was the time limit we gave them. We were told they had beaten the S&P 500 for the ten years prior to our...
Mark S.
1/17/2018
I have had a fantastic year with them so far. A bit better than the other firm I am also trying out. I feel the attention is a little lacking. I hardly hear from them and the other firm is very...
William C.
5/1/2018
They have done OK .Will wait another few months to see how well they do in this down market. So far have underperformed in the up market.
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