Plan Smarter · Maximize Resources · Preserve Your Legacy
Start planning for your IDEAL retirement
Our team blends data-driven insights with a people-first approach to make complex financial decisions simple and meaningful.
What We Do
A Smarter Way to Build, Protect & Enjoy Wealth
Serving clients nationwide, with local offices in North Carolina and Mississippi, Branning Wealth Management provides fee-only financial guidance to help families and professionals retire with clarity and confidence. Our fiduciary advisors utilize our unique safety-first approach, conducting comprehensive deep dives into every aspect of your financial life.
Our comprehensive financial plans transform uncertainty into actionable direction by analyzing your complete financial picture and creating a personalized strategy for your future. They answer the questions keeping you up at night: When should I retire? Will my money last? What happens if something unexpected occurs?
Who We Work With
Nearing retirement
Whether retirement is decades away or right around the corner, we help you evaluate when to retire, create sustainable income strategies, and manage risk as you prepare for the next chapter.
retirees
Already retired? Our advisors focus on helping you make your money last. We’ll help coordinate Social Security, pensions, and investment withdrawals in a tax efficient manner to sustain your lifestyle.
women in transition
Life's biggest transitions—divorce, widowhood, career changes, caregiving, or retirement—require more than technical advice. Women navigating change need empathy, stability, and a tailored financial strategy. We provide comprehensive wealth management to help you move through transition with confidence.
Professional athletes
With experience working alongside professional athletes, our team understands the unique financial challenges of athletic careers—variable income, endorsement planning, and preparing for life after sports.
REtirement Plans & Endowments
For business owners and nonprofit organizations, we provide comprehensive planning, from maximizing retirement plans and building personal wealth to coordinating succession strategies and managing endowments.
Purpose-Driven Planning for Every Season of Life
We help clients plan for retirement utilizing the tenets of Modern Retirement Theory (MRT)—a comprehensive retirement planning framework developed by our founder, Jason Branning, CFP®, RICP®, and Dr. M. Ray Grubbs. This proprietary approach has been published in The Journal of Financial Planning and is now featured in financial planning curriculum, including the Retirement Income Certified Professional® program. As a fee-only, fiduciary financial advisor, our mission is simple—to help you align your money with your life so you can sleep soundly at night.
We understand that retirement can feel uncertain, especially when stock markets are volatile. That's why MRT takes a safety-first approach, organizing your finances into four strategic areas: your Base Fund (covering essential living expenses with stable, secure income), your Contingency Fund (preparing for unexpected costs and health events), your Discretionary Fund (funding the lifestyle you want), and your Legacy Fund (leaving the inheritance that matters to you).
This evidence-based framework prioritizes your security and comfort over chasing returns, giving you a clear roadmap to enjoy retirement without worry. Serving families and professionals across the country, with by-appointment offices in Jackson, Mississippi and Chapel Hill, North Carolina.
unbiased
We act solely in your best interest—no commissions, no sales pressure, just clear guidance built around your goals.
Practical
Our Branning MATCH process uses data-driven, research-backed methods to align your resources with your life plans.
experienced
With decades of combined expertise, our advisors deliver professional, approachable service that makes planning feel simple and personal.
Our Philosophy
Financial Planning Rooted in Integrity
Every client begins with what we call the Branning MATCH process—a disciplined approach that connects your goals (expenses) with your investments and resources. We design each plan to match your cash flow needs with future obligations using research-driven strategies shaped by Nobel Prize–winning studies. Our focus is not on chasing the market but on creating durable income streams that give you confidence in every phase of life.
At our core, we believe retirement planning should be personal, measurable, and adaptable. Whether you live in Madison, Chicago, or Chapel Hill, we meet you where you are and guide you toward where you want to be.
Get Started
Confidence Starts With a Plan That Fits
Every plan begins with understanding what matters most to you. Connect with our team to see how we can help align your goals, values, and financial future.
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