Burney Company
Founded in 1974 by Jack Burney, the Burney Company is a fiduciary investment advisory firm dedicated to enhancing investor outcomes through a structured investment process. The firm offers a variety of services, including investment management, wealth management, tax planning, and outsourced CIO services, tailored to meet the unique needs of individuals, families, and institutions.
With a focus on providing a comprehensive financial strategy, Burney combines decades of expertise in portfolio management with proactive tax and estate planning services. The company is noted for its collaborative approach and commitment to delivering a seamless experience, underscored by a team of nationally recognized experts in the financial advisory space.
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