Brandon & Den have been great to work with. They helped me make the decision to retire early. Approximately a year and a half later, everything is going great. They are really helpful and always there when we have a question.

My wife and I began working with Belonging Wealth Management over a year ago and couldn't be happier. We were looking for something "more" than what most large-scale money managers offered and Brandon and Den were everything we hoped to find. Rather than being plugged into the company playbook and left to hold on for the ride, they created a truly unique investment strategy for our financial situation taking our current needs and long term desires into consideration. Any questions are answered thoroughly with pro's and con's provided if need be. As our retirement situation evolves, we are comfortable knowing the advice provided by Brandon and Den has our best interest at heart.

We've worked with Brandon for over 7 years and can't say enough good about him. He is available whenever we have questions, is extremely knowledgeable, is honest but not pushy, and truly aims to serve our family and goals. In a world filled with greed, it's wonderful working with someone who sees the value of managing money and planning for the future with wisdom, but doesn't treat these decisions as the hope of our future. We recommend him to anyone that EVER brings up financial planning. With Brandon you not only get the highest level of knowledge and expertise, but also a wonderful, Godly, down-to-earth man that wants to help your family reach goals.

I always thought we were doing everything we were supposed to do to prepare for retirement until my husband read a book that discussed taxation during retirement. We always saved as aggressively as we could and we used a “ professional financial advisor”. I used quotations marks because we weren’t actually advised on anything with that other company. After reading the book, we did a quick Google search and called Belonging Wealth. In the first meeting with Brandon and Den, we received more ADVICE than the previous 15 years with a different company. Brandon and Den are always willing and able to answer any questions and provide answers to questions we had not even thought of. Retirement planning is more than figuring out how much money you need each month, there are strategies that need to be discussed and considered and Brandon and Den are the BEST! Do yourself a favor and call them as soon as possible. My only regret is that we didn’t find them sooner!!

I've been working with Brandon & Den about a year before I retired in 2022. I had so many questions about my retirement pension and 401k. I was really stressed out about this life changing event. I was looking for a fiduciary financial advisor to give me some direction. I just cold called them and set up a meeting. I didn't know anything about them and they really put me at ease. They asked me many questions and laid out a couple of different plans. That was really helpful, but it's what happened in the months and years after those initial meetings that make a difference. As questions and events popped up, they were always there to fully answer and explain, and sometimes just talk me off the ledge when the TV financial news made me jittery. I can't say enough good things about them. They make me feel like I'm never bothering them. I can see where they are always monitoring my accounts and putting me in a position to benefit. I have complete trust in these two very smart guys. Retirement and financial planning is scary to think about, but I feel I'm in good hands. Putting your money in someone else's hands makes you nervous, but I trust these guys. Simply put, I feel they know what they are doing. My monthly investment statements reflect that too.

Belonging Wealth is an amazing company. Din and Brandon are so easy to talk to and ready to answer all our questions. We are so comfortable with them managing our wealth.

I’ve been in the National Guard with Brandon for a long time. We deployed together in 2017, and he helped me with my 401k while we were gone. Does a good job explaining things and takes the time to make sure I know what’s going on. He’s in Longview Texas and I live Arkansas but I hired him to be my advisor because I know he’s taking care of things.

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.

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.

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.

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.

   

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!

Brandon is one of the smartest people I know. He will lead you down the right path that works best for your needs.

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.

Recommend dealing with Brandon to anyone. My wife and I feel a lot better about our retirement goals now.

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.

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.