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

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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 →
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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 →
Burney Tax Advisors logo
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

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Outsourced CIO & Separately Managed Accounts
For advisors or advisory teams looking to improve their research, stock selection, and portfolio construction.

Visit burneyadvisorservices.com →
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Burney U.S. Factor Rotation ETF

Employs our most effective Size and Style Responsive strategy in a tax-efficient ETF wrapper.

Visit burneyetfs.com →

Work with a nationally recognized team of fiduciaries

Click on logos for award criteria.
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CNBC FA 100
2019-2024
CNBC’s annual FA 100 ranking was published on 10/2/2024 for the year 2024.  The Burney Company did not pay CNBC any compensation for being considered for the list, however, Burney Company does pay a licensing fee to use the CNBC logo in marketing materials.  A link to the CNBC selection criteria can be found by going to https://cnb.cx/3Pg6FVh. The CNBC award was given to The Burney Company, which includes portfolio managers associated with Burney Wealth Management and nine other affiliated portfolio managers.
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Barrons Top 1200
2014-2024
Barrons Top 1200 ranking was published on 3/10/2024 for the year 2024.  The Burney Company did not pay Barrons any compensation for being considered for the list, however, Burney Company does pay an annual fee for access to its “Digital Marketing Package” that provides Burney with an upgraded online profile.  A link to Barrons selection criteria can be found by going to https://www.barrons.com. The Barrons award was presented to Burney President Lowell Pratt.
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Financial Times Top Advisors
2014-2016, 2018
The Financial Times ranking was published on 6/28/2018 for the year 2018.  2018 was the last year Financial Times issued this award. The Burney Company did not pay Financial Times any compensation for being considered for the list.   A link to Financial Times selection criteria can be found by going to https://www.ft.com. The Financial Times award was given to The Burney Company, the parent company which encompasses nine other Affiliated Portfolio Managers, and not Burney Wealth Management.

Meet the team

Christine R. Arlitt
Portfolio Manager
Meet Christine
Richard E. Bauchspies Jr., CFA
Portfolio Manager
Meet Richard
Jodi Bowman
Portfolio Manager
Meet Jodi
Sherrie Campbell, CFP®
Senior Wealth Advisor
Meet Sherrie
Rhonda Collins, CPA
Director of Tax
Meet Rhonda
John M. Daley, PhD
Portfolio Manager
Meet John
John W. Drerup
Portfolio Manager
Meet John
Erin Evans
Client Service Associate
Meet Erin
Wayne Ferbert
Senior Managing Director, Burney Advisor Services
Meet Wayne
Russ Floyd, CFA
Director, Investment Advisor
Meet Russ
Bridjett Fountain
Client Service Associate
Meet Bridjett
Yevgeniy Gushcha, PhD
Senior Partner and Director of Operations
Meet Yevgeniy
Thomas D. Hunt
Portfolio Manager
Meet Thomas
Kyle McFarland, CFP®
Partner and Wealth Advisor
Meet Kyle
Kenny Mezher, CFA, CFP®
Director of Analytics and Trading
Meet Kenny
Roch Monnig, CFP®
Wealth Advisor
Meet Roch
AJ Mullan
Investment Analyst
Meet AJ
Adam Newman, CFA, CFP®, MT, RICP®
Managing Partner
Meet Adam
Michael J. Newman, JD
Chief Compliance Officer
Meet Michael
Pierce Owen
Portfolio Manager
Meet Pierce
Bijal Patel, CFP®
Senior Partner and Wealth Advisor
Meet Bijal
Anne Arden Pomar
Client Service Associate
Meet Anne Arden
Andy Pratt, CFA, CAIA
Senior Partner and Director of Investment Strategy
Meet Andy
Lowell Pratt Jr., CFA
President and Chairman
Meet Lowell
Robbie Pratt, CFP®
Associate Investment Advisor
Meet Robbie
Brian Quantrille, CFP®
Associate Wealth Advisor
Meet Brian
Ben Scrivener, CFP®, MSFP, RICP®, AIF®
Wealth Advisor
Meet Ben
Fariba Shabaz
Senior Trader
Meet Fariba
Alex Shen
Director of Research
Meet Alex
Kenneth E. Stanley, Col. USAF (Ret) – VP.
Portfolio Manager
Meet Kenneth
William A Stewart
Director of Operations
Meet William
Joel Sues, CFA, CAIA
Partner and Portfolio Manager
Meet Joel
Brenna Surette, CFP®, MSFP, RICP®
Financial Planning Coordinator
Meet Brenna
Hannah Vass
Information Technology Specialist
Meet Hannah
Martin Walsh
Director of Technology
Meet Martin
Peter C. Woolston
Portfolio Manager
Meet Peter