Branning Wealth Management

EST. AUM
$100,000,000

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Firm Details

Metro area Jackson, MS
CRD Number
Website branwealth.com
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Overview

Branning Wealth Management is a fee-only, fiduciary wealth management firm based in Jackson, Mississippi, and Chapel Hill, NC serving clients across the country. Branning Wealth Management specializes in retirement income planning – helping retirees and pre-retirees build financial strategies that are structured, coordinated, and designed to provide confidence even when markets are volatile. Its work is grounded in Modern Retirement Theory, a goal-prioritized framework co-developed by its founder, Jason Branning, CFPÆ, RICPÆ, now part of the national RICPÆ curriculum. Every client engagement is shaped by its safety-first philosophy and MATCH process, which brings together income, investments, taxes, and estate planning into one coherent strategy. Branning Wealth Management works with retirees and pre-retirees across the country who want a retirement plan that's built thoughtfully and doesn't leave more to chance than necessary. Its team includes specialists in retirement income, women's financial transitions, divorce financial planning, athlete planning, tax strategy, and intergenerational wealth.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Branning Wealth Management

Platform Details

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