Branning Wealth Management — Fee-Only, Fiduciary Retirement Income Specialists
Guidance You Can Trust
We are fee-only fiduciary financial advisors specializing in tax-efficient retirement income planning. That means we never accept commissions, we’re legally obligated to act in your best interest, and every recommendation we make is built around your retirement — not a product. We’ve spent two decades helping pre-retirees and retirees build income strategies designed to be predictable, regardless of market conditions.
A Team of Specialists, Not Generalists
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 retirement income plans built on a century of evidence and stress-tested through every kind of market. Our experience means you get wisdom, not experimentation.
Wealth management isn't one-size-fits-all—and neither is our team. Most financial advisory firms assign you to a single advisor. At Branning Wealth Management, you get a team — each member with deep expertise in a specific area of retirement planning. Retirement income strategy. Tax-efficient withdrawal planning. Divorce financial planning. We built this team so every client has access to the right expertise at the right time.
Asset Dedication Partnership
An Investment Philosophy Rooted in Academic Research
Our investment strategies are implemented through Asset Dedication, an institutional investment platform built on academic research from the University of San Francisco. Asset Dedication’s approach is designed around one principle: align your investments with your actual life goals, not a generic age-based model. This partnership means your retirement income plan is backed by institutional-grade implementation — the same research-driven methodology that earned the National Franz Edelman Award for Outstanding Achievement in Management Science.
We chose Asset Dedication because they build portfolios the same way we build plans: income first, growth second, taxes always.
Serving Clients Nationwide — With Roots in Mississippi and North Carolina
Branning Wealth Management serves pre-retirees and retirees in all 50 states. We work virtually with clients across the country and maintain by-appointment offices in Jackson, Mississippi and Chapel Hill, North Carolina for those who prefer to meet in person. Whether you’re in Madison, Ridgeland, Hattiesburg, or across the country, we bring the same tax-efficient retirement income planning to every client relationship.