Your Wealth Management Team

Jeff Branson, MBA, CFP®, EA – Owner and Founder: I founded Branson Financial Planning with the vision of becoming a personal CFO to households across the United States. I believe that financial advice should be clear, objective, and delivered in a fiduciary manner. Advice should come with the client’s goals and interests put first and foremost and shouldn’t be jeopardized by products or conflicts of interests. By removing the typical barriers large firms put up, advice can be stripped down to its core: to help achieve the financial goals clients strive to accomplish. Outside of the office, I love to walk and run with my golden retriever Mavrick, reading, and cheering on my favorite sports teams.

What is a CERTIFIED FINANCIAL PLANNER™? A CFP® Professional takes a holistic, personalized approach to bring all the pieces of your financial life together. Every client works with a CFP® at Branson Financial Planning.

What is an Enrolled Agent? Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.