Branning Wealth Management
Branning Wealth Management is a fee-only, fiduciary financial planning and wealth management firm based in Jackson, Mississippi, with an additional office in Chapel Hill, North Carolina, serving clients across the country.
The firm specializes in retirement income planning, building strategies designed to provide sustainable income through every phase of retirement. BWM's planning approach is grounded in Modern Retirement Theory — a goal-prioritized framework co-developed by founder Jason Branning and now embedded in the Retirement Income Certified Professional® national curriculum — and the firm's Safety-First investment philosophy, which uses time-segmented bond ladders to pre-fund near-term cash flow needs while keeping longer-horizon assets invested for growth.
Beyond core retirement planning, BWM's team brings specialized expertise to clients navigating specific life situations and financial complexity: divorce financial planning and women's financial transitions (Kristi Tidwell, CFP®, CDFA®, TPCP®), professional and college athlete planning (Kelly Jennings, CFP®), tax planning and Roth conversion strategy, charitable giving, business sale planning, and comprehensive planning for early- and mid-career professionals (Johnson Rhett, CFP®, ChFC®).
All BWM advisors are fee-only, fiduciary, and independent. They are never paid commissions, and they have a legal and ethical obligation to provide advice in each client's best interest.
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