Burney Wealth Management
Fee-Only financial planner located in Reston, VA, serving clients locally and across the country
Christopher Urban is a Reston, VA fee-only financial planner. Burney Wealth Management provides comprehensive financial planning, investment management, and retirement solutions to help individuals and families and the X&Y generations organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Christopher Urban is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Chris Urban joined the Burney Company in 2018 after spending almost 15 years with State Street Corporation, a large financial services company. At State Street, Chris held various roles within the Investor Services and Global Markets businesses in Boston, MA and Los Angeles, CA. He earned a Bachelor of Science in Finance from Bentley University and a Master of Business Administration (MBA) from Boston University. Chris is a CERTIFIED FINANCIAL PLANNER™ Practitioner and a Registered Investment Advisor Representative. As an advisor, he facilitates the exploration and implementation of a values-based, life-centered approach to financial planning. This process engages and empowers individuals and couples to maximize their resources and live meaningful and purposeful lives. Chris currently resides in Vienna, VA with his wife Lauren, daughter Avery, and beagle Beau. He is available for both in-person and virtual engagements. If you would like to connect with Chris, he can be reached via email at email@example.com. Please introduce yourself and explain how he might be able to help you with your financial life.
Christopher Urban is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Burney Wealth Management is a fee-only, Registered Investment Advisor helping individuals and families pursue their financial goals. From retirement planning to protecting and preserving wealth, our wealth management team offers objective advice and clear solutions based on your individual needs.
At Burney Wealth, you will work directly with a CFP ® professional backed up by a team of CFA Charterholders to strive to deliver peace of mind through a holistic financial plan and personalized investment mix. Our financial planning process is focused on you – learning about the goals and aspirations you have for yourself and your family. The process evaluates where you are now, where you want to go, and lays out a roadmap so you can see yourself getting there. Using a combination of our in-house US-equity investment strategies honed since 1974 and other diversifying asset classes, we implement the investment mix to best pursue your financial goals.
Situations change through time so the final step in our process is to keep in touch about any life changes and monitor your plan to make sure it is still right for you. Your Wealth Advisor will communicate with you quarterly to revisit your plan, monitor its progress and make any adjustments.
We believe that to live well, you need to live ahead. Let us show you how.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Tax Planning
- Investment Management
- Retirees and Near Retirees
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
- In-Office Meetings
Professional Designations & Affiliations
Christopher Urban is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Christopher Urban is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Christopher Urban is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Christopher Urban
1800 Alexander Bell Dr
Reston, VA 20191