facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Proactive Planning In Wise Stewardship Of All Resources

At Branning Wealth Management, we’re passionate about helping our clients achieve their goals. We take a unique approach to financial planning using the Modern Retirement Theory and Asset Dedication.

What Solution Best Serves You?

Why should your financial plan be a “cookie cutter” solution? You deserve a financial plan that is 100% tailored to you.

Learn More About The Plans We Offer

Our services start by completing a set of online pre-meeting questions.
Once we receive those we will reach out to schedule a complimentary 30 minute phone meeting.

pre-meeting questions

Read More in Our Article Library

MRT is a unique comprehensive retirement planning process co-created by Jason K. Branning, CFP®, BWM’s founder.

Published Papers, etc.