Belonging Wealth Management
Belonging Wealth Management
Longview, TX
Serving Clients Nationwide
A Better Retirement Simplified
5 out of 5 Stars
Jump to Reviews
Primary Advisor Locations
Brandon Renfro, CFP®, Ph.D., RICP®, EA
Den Murley, CFP®, FBS®
Belonging Wealth Management
Video
Compensation Methods
- Fee Only
- Percentage of Assets Managed
- Subscription
About Belonging Wealth Management
At Belonging Wealth Management, we are fiduciary financial planners that help you build a plan for retirement that optimizes your portfolio, reduces your taxes, and considers all the “what-ifs.” With convenient technology, we can work together from anywhere in the United States to create a plan that lets you get the most out of your retirement savings.We love the challenge of partnering with individuals to discover their unique path to a fulfilling future. You’re the boss of your retirement. We simply offer effective tools and clear guidance to help you make it what you want.
If we have the privilege of working with you, here's what you can always expect from us:
Personable Service: Establishing good relationships with our clients is foundational to our work. We love getting to know you and are always easy to engage with.
Straightforward Advice: As fee-only fiduciaries, we are legally bound to act in your best interest. As humans, we're committed to open and honest conversation.
Effective Solutions: With professional expertise, years of experience, and a sincere care for your success, we are equipped to develop a plan that truly serves you well.
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View DisclosureWho We Serve
- Baby Boomers
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Living in Retirement
- Military
- Young Families
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
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5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 2, 2025
Brandon and Den were great in helping my wife and I create a retirement plan. They helped us compare several different scenarios and detailed the pros and cons of each. We look forward to working with them again in the future.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 26, 2024
My wife and I recently met with Brandon and Den to discuss a handful of financial planning questions we had. On both occasions we met with them it was apparent their depth of knowledge and expertise in answering our questions and providing recommendations on what would be best to meet our needs as a family. They were extremely generous in the time they gave to clearly and effectively answer our questions. What was most impressive was the environment they seek to foster. It is one that anyone should trust and feel safe due to the honesty and full transparency they provide in their communications. It's apparent that both men display a high degree of character and integrity in how they conduct themselves. This was something we extremely appreciated. I would strongly recommend their services to anyone seeking financial planning advice.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 31, 2023
Belonging Wealth Management has been a fantastic choice for my retirement planning. The team is professional, answers all of my questions, and has acted with the utmost integrity.
Relationship to Financial Advisor: Client as of Aug 31, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 6, 2022
Brandon and his partner are super helpful answering questions about your financial well-being. I reached out after seeing many interesting post on LinkedIn and Facebook about the stock market, retirement and other big financial decisions that need to be made. Brandon called me and had a session where he was able to coach and guide me for next steps. He was not pushing me to use his service and does not spam you if it takes you a while to decide which partner you would like to use for your financial decisions.
Talking through finances is stressful and not something I like to talk about with others. This conversation was not stressful and they were super generous to walk through uncommon terms and explain, without making it feel like I was uneducated or expected to know everything.
Great experience and I would highly recommend setting up the first call to see if you have the same experience that I had.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 24, 2022
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 13, 2022
I had some cash from selling our home and wanted some advice. Brandon and Den were both very knowledgeable and helpful without being pushy. They had me fill out a short survey to determine my tolerance for risk, then made some recommendations. I wound up going with an I bond, which they both recommended. I'm very pleased and will be using them in the future as well. Definitely recommend!
Relationship to Financial Advisor: Client as of Apr 13, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 26, 2022
Brandon is one of the smartest people I know. He will lead you down the right path that works best for your needs.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 17, 2021
Brandon and Den are both amazing guys with years of education and experience. On top of that, they’re amazing men of high character that know how to treat people as if they’re family.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 20, 2021
Recommend dealing with Brandon to anyone. My wife and I feel a lot better about our retirement goals now.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 17, 2021
Brandon is by far one of the best financial professionals I have ever worked with. He is very knowledgeable and makes everything easy to understand.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 17, 2018
Brandon is not only one of the most intelligent financial planners I've worked with, but also has a communication style that is clear and free of jargon. You're in good hands with Brandon.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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Get answers to frequently asked questions regarding the services offered by Belonging Wealth Management
View Disclosures
FAQs
Does Belonging Wealth Management act as a fiduciary and charge transparent fees?
Yes. We are a fee‑only fiduciary firm, meaning we’re committed to acting in your best interest and receive no commissions. Our transparent fee structure reduces conflict and builds trust from the start.
Is Belonging Wealth based in East Texas, and do you work with virtual clients?
Yes. Our office is in Longview, Texas, and while we serve many clients locally in Longview, Kilgore, Marshall, and surrounding areas, we also provide virtual comprehensive retirement planning across the U.S.
What retirement planning services does Belonging Wealth offer?
We specialize in retirement income planning including withdrawal strategy, investment management, tax optimization, Social Security timing, and estate planning coordination.
Who are your ideal clients?
We work primarily with pre‑retirees and retirees—especially Baby Boomers and Gen X individuals in East Texas—who are looking for clarity, confidence, and an advisor who truly aligns with their long-term financial goals.
How do you manage my investments?
Our approach emphasizes that planning coming first, and then we fit investments to the plan. Portfolios are tailored to your life plan, risk comfort, and tax situation—not market trends. We regularly review and adjust based on your evolving goals
Does Belonging Wealth Management offer retirement planning for people living in Longview or East Texas?
Yes. We specialize in helping individuals and couples in Longview and throughout East Texas build comprehensive retirement plans. Whether you’re five years from retirement or already retired, we’ll help you create a plan to generate income, reduce taxes, and support your lifestyle.
Is Belonging Wealth Management a fiduciary financial advisor that always puts clients first?
Yes. We are a fee-only fiduciary at all times. That means we’re legally and ethically obligated to act in your best interest—no commissions, no hidden incentives, just advice focused on what’s best for you.
Can Belonging Wealth Management help me create a tax-efficient withdrawal strategy in retirement?
Absolutely. Tax efficiency is a core part of our retirement planning process. We help you plan when and how to take money from IRAs, Roth accounts, and taxable investments to reduce your lifetime tax bill and improve your long-term financial outcomes.
Does Belonging Wealth work with widows or individuals navigating financial life after loss?
Yes. We have deep experience helping widows through one of life’s most difficult transitions. We provide compassionate, clear guidance so you can feel confident managing your finances and making decisions about your future.
Do you help retirees in East Texas who are unsure about when to claim Social Security?
Yes. Our planning focuses on building a reliable income stream from your investments, pensions, Social Security, and other sources. We help you manage risk, avoid overspending, and adjust as life changes.