Your Trusted Financial Advisor in Jackson, MS
Local Expertise. National Perspective
Branning Wealth Management is proud to call Jackson, Mississippi home. From our office off I-55 North, we’ve helped individuals and families across the region—from Ridgeland and Madison to Flowood and Brandon—build wealth, plan for retirement, and pursue financial independence with confidence. As a fee-only financial advisor in Jackson, MS, our commitment is simple: deliver objective, transparent guidance that puts your best interests first.
We combine the personal touch of a local firm with the depth of a national perspective, offering tailored strategies built on decades of fiduciary experience
Services Designed for Jackson Clients
Whether you’re preparing for retirement, growing your investments, or managing an inheritance, Branning Wealth Management provides full-spectrum financial planning.
We help pre-retirees and retirees navigate pensions, Social Security, and income distribution with clarity and confidence.
From Fondren to Madison, our portfolios are built around evidence-based strategies, diversification, and disciplined risk control.
Budgeting, insurance coordination, and tax-aware wealth strategies designed to fit your lifestyle and values.
Why Local Matters
Choosing a financial planner in Jackson, MS means partnering with someone who understands the local economy, cost of living, and tax advantages unique to Mississippi. Our team knows that the Magnolia State remains one of the most tax-friendly for retirees—Social Security and qualified retirement income are exempt from state tax, leaving you with more flexibility in retirement.
We understand the values that drive our community: faith, family, and giving back. Whether you’re funding your children’s education at Ole Miss or Mississippi State, supporting your church, or planning for generational wealth, our advice is grounded in what matters most to you.
Rooted in the Jackson Community
Our Jackson office is conveniently located near Highland Village and The District at Eastover—right in the heart of the city’s growing business corridor. Many of our clients live and work nearby, making in-person meetings simple and accessible.
We’ve helped a local physician create a sustainable early retirement plan on the Ross Barnett Reservoir and guided a Madison couple in structuring a legacy plan for their grandchildren’s education at Mississippi colleges. Every plan is personal, just like the relationships we build.
Ready to take the next step toward a confident financial future? Whether you live in Jackson or anywhere across Mississippi, we invite you to schedule a free introductory consultation. Meet with us in person, or connect virtually—whichever fits your schedule best.
Branning Wealth Management – Jackson Office
I-55 North, Jackson, Mississippi