The Burney Company

About

Burney Company | Financial Services for Families and Institutions Skip to content Item 1 Item 2 Burney Company In 1974, Jack Burney launched one of the first fiduciary investment advisory firms to share his structured investment process to improve investor outcomes. Markets and client demands have evolved with time, but Jack’s core principle remains: empower investors to make more effective investment decisions. Today, Burney supports you through multiple service offerings: For individuals and families Investment Management Gain access to professionals with decades of investment management expertise. Entrust our team to manage your portfolio with our proprietary, tax-efficient US equity strategy and forward-looking asset allocation models designed to balance risk and return, customized to your personal situation. Visit burneyinvest.com → Comprehensive Wealth Management Build a comprehensive financial strategy focused on attaining your financial goals. This encompasses a range of services including financial planning, investment management, tax planning, estate planning, and retirement planning. Visit burneywealth.com → Proactive Tax Planning Preparation Elevate your tax experience with proactive tax planning, a seamless tax preparation process, and cohesion between your tax and financial advisory team. Visit burneytaxadvisors.com → For firms and institutions Outsourced CIO Separately Managed Accounts For advisors or advisory teams looking to improve their research, stock sele

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