We provide financial planning, investment management, and tax planning services to individuals and families with enhanced employee benefits packages

Every person and family deserve to be working with a financial planner who can provide solutions to their unique challenges. The issue is trying to find the ideal financial planner that can understand the set of unique challenges that plague individuals and families in today’s world. We serve clients looking for a financial planner who can solve their unique financial and life challenges. Our ideal clients are looking for a one-of-a kind experience tailored to their exact needs.

Common Values and Beliefs We Share with Our Clients


Honesty and openness are important to any successful relationship. Branson Financial Planning operates transparently as a fee-only fiduciary. 


A financial journey with us is collaborative and our clients understand the importance of working as a team to achieve their financial goals.


Our clients understand that time is their most valualbe asset and wish to delegate important tasks to professionals. Branson Financial Planning values the same principle by delegating many tasks to its various partners. 

Digitally Savvy

We are a very digital practice. This not only helps the environment, but also allows us to be more flexible in meeting with you. Our clients understand the need to meet in person from time to time but understand we are primarily a virtually and digitally focused practice.


Our 24/7 news cycle is filled with fads and fears and is almost daring us to take action every second of the day. Successful investing can take years to unfold and patiently sticking with a long term strategy is one part of the formula.    


Similar to patience, we believe your ability to continually do the right thing will lead to long term success. It’s your decision to stay disciplined in the face of dot com bubbles, housing crashes, and global pandemics that determines your success.

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California and Maine

By Appointment Only

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