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Burney Wealth Management Celebrates Lowell Pratt's Impressive Ranking

In a significant achievement for Burney Wealth Management, Lowell Pratt, CFA, the company president, has once again been recognized on Barron’s prestigious list of Top 1500 Financial Advisors, earning the impressive rank of #3 in Virginia for the year 2026. This recognition marks his 13th consecutive year on this influential list, showcasing both his personal dedication to financial advising and the unwavering commitment of the entire Burney team.

Headquartered in Reston, Virginia, the firm has been a mainstay in financial planning, investment management, and tax advisory since its founding in 1974. For over 50 years, Burney Wealth Management has successfully catered to clients throughout Northern Virginia and beyond, providing tailored financial solutions to meet diverse needs. Lowell Pratt’s philosophy focuses on creating long-term relationships built on trust, ensuring each client receives a personalized approach to their financial journey.

The recognition from Barron’s comes as Burney Wealth Management continues to expand its reach, assisting clients in areas including Washington D.C., Arlington, Alexandria, Reston, and Vienna. The firm’s clientele spans different financial stages, including professionals managing complex equity compensation and concentrated stock positions, business owners planning for eventual exits, and pre-retirees preparing for retirement through comprehensive tax planning strategies.

Pratt stated, “This recognition is a reflection of the clients we've had the privilege of working with here in Northern Virginia and nationwide. The work we do is long-term. We've been doing it in this community for over 50 years. That consistency matters, and it's something we work hard to earn every year.” This highlights the firm's focus on understanding clients' intricate financial situations and tailoring strategies that align with their future goals.

Further solidifying its reputation in the financial advisory space, the Burney Company also ranked #4 nationally and #1 in Virginia on CNBC's 2025 FA 100 list of top financial advisory firms. As a registered investment adviser providing fee-only services since its inception, Burney Wealth Management has influenced the financial landscape through its commitment to fiduciary standards. This means that the firm prioritizes clients' best interests, ensuring transparent and ethical dealings.

In tandem with financial advisory services, Burney Wealth Management has an in-house CPA team through its affiliated tax group, Burney Tax Advisors. This unique integration enables seamless collaboration between financial planners and tax professionals, delivering comprehensive support to clients, particularly in complicated tax scenarios. The ability to coordinate across investments, tax strategies, and long-term planning is essential in today’s complex financial landscape, making Burney's offering unique and comprehensive.

The Reston office, located at 1800 Alexander Bell Dr., Suite 510, serves as the hub for this financially driven community. The firm has continuously worked to uphold its reputation and refine its services, ensuring client satisfaction remains at the forefront.

As Burney Wealth Management looks toward the future, its commitment to excellence and dedicated client service remains steadfast. The firm not only cherishes the legacy it has built over the decades but also looks forward to evolving within a changing financial environment, adapting to new challenges and optimizing resources to better serve its clients.

For additional information on the firm's services, the dedicated team, and other accolades, please visit burneywealth.com. Burney Wealth Management exemplifies what it means to provide effective financial advisory services in the modern era, and with leaders like Lowell Pratt at the helm, the future looks promising.