Sophisticated Investment Management

Maximize your opportunities with our proprietary, tax-efficient U.S. equity strategies and forward-looking asset allocation models.

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Equity Specialists since 1974

The Burney Company is an SEC-registered Investment Advisor. For 50 years we’ve helped guide investors through booms and busts, recessions and expansions.

We all have dreams and ambitions. Whatever your long-term goals, we are here to help you meet them.

Investment Management Strategies

Size & Style Responsive (SSR)

SSR is a proprietary strategy based on the Style Analysis principles of Nobel laureate William Sharpe.

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Personalized Portfolios

Whether you have workplace restrictions or want your investments to reflect your values, we can work with you to build portfolios that meet your needs.

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The Burney Master Portfolio

A traditional approach to investing with a focus on solid, undervalued stocks.

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Stock Selection

Our proprietary model evaluates companies according to key growth, valuation, profitability, safety and technical attributes to establish which stocks to buy and which to avoid.

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Wealth Management Services

We offer customized, holistic solutions that promote active attention and care across all contributing areas of your wealth.

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Our Recent Articles

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Hear from our clients

Burney advisors are honest and upfront with you. You won't get a sales pitch. They'll tell you the facts of life. I felt like they were taking care of me personally, not just the money.

Retiree transitioning to living off their portfolio

We loved the second appointment with Burney because it was structured. They had a process and had great questions about our life. It was almost like a life planning process.

Business owner planning for retirement

I trust their knowledge. The advice they're giving is sound, knowing tax laws, nuances and other policies like when we can withdraw. Burney thinks about you and your specific needs and what you have to look forward to." It’s about us, and how they can help us.

Corporate executive preparing for life after work

Disclosure: This testimonial was given by a current client of Burney Company. No compensation was provided for the testimonial. This arrangement creates a material conflict of interest because Burney Company has an incentive to engage clients who have had a positive experience with the firm to provide such testimonials. There is no guarantee another individual’s experience will be representative of the individual providing this testimonial and no guarantees of performance or success are offered.