Dakota
Dakota
Book a Demo
Talk to an Expert

Brandon Financial Planning

EST. AUM
$362,822,144

CONTACTS
3

CLIENT ACCOUNTS
771

Firm Details

Metro area Memphis
CRD Number 110267
Website brandonplanning.com
Client types

Overview

At Brandon Financial Planning, it is the family's business to help generations of clients' families save well, live well, give well, and sleep well. For more than six decades, the firm has helped families use money as a tool to achieve their dreams. Clients are encouraged to tell them what they want to accomplish in life, and the firm can help them build, grow, share, and preserve the wealth they need to do it.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy