About Branning Wealth Management
Guidance You Can Trust
As fiduciary advisors, we’re obligated—and proud—to act in your best interest at every step. Because we don’t accept commissions or incentives from financial institutions, our recommendations are always objective and built around your goals. Through consistent collaboration and regular reviews, we’ll track your progress, adapt to life’s changes, and keep your wealth strategy aligned with what matters most to you. Whether you’re navigating a major transition or simply seeking clarity for the road ahead, you’ll have a dedicated team focused on helping you achieve the retirement and legacy you envision.
A Team Built Around Your Life
After two decades helping clients plan for retirement, we've learned one truth: what protects and grows wealth isn't the latest trend—it's the time-tested, data-driven approaches that have weathered every market condition. Our experience means you get wisdom, not experimentation—strategies built on a century of evidence, tailored to your unique future.
Wealth management isn't one-size-fits-all—and neither is our team. While other firms assign you to a single advisor, we surround you with specialized expertise tailored to your unique situation.
Planning for retirement income that lasts? We have dedicated specialists for that. Navigating the financial complexities of divorce? We guide you through every decision. Looking to optimize your tax strategy? We work hand-in-hand with your CPA.
This team approach means you're never waiting for your advisor to "figure it out" or refer you elsewhere. Every challenge you face—from retirement distribution strategies to tax-efficient investing—is met with deep, focused expertise. Because your financial life doesn't fit in a single box, and your advisory team shouldn't either.
Asset Dedication Partnership
An Investment Philosophy Rooted in Academic Research
We partner with Asset Dedication as our back-office support and investment platform because their approach aligns perfectly with how we believe wealth should be managed. Born from research at the University of San Francisco, Asset Dedication's planning-centric investment strategies are designed to align your investments with your specific life goals. Whether it's creating defined income streams for retirement, time-targeting growth for major expenses, or protecting principal when it matters most, every portfolio is customized to your plan. This partnership allows us to focus on what we do best—guiding you through life's financial decisions—while ensuring your investments are implemented with institutional-level precision and care.
Community & Locations
We work virtually with families and professionals in all 50 states, offering the same personalized service and accessibility regardless of where you live. For those who prefer in-person meetings, we maintain by-appointment offices in Jackson, Mississippi and Chapel Hill, North Carolina. Wherever you are, we're committed to being accessible, responsive, and deeply engaged in your financial life—not just your portfolio.