Belonging Wealth Management - Fiduciary Financial Advisor

I began working with Brandon and Den almost 3 years ago and have never felt more at peace about my financial future. I discovered them when I began searching for a fee only advisor in the Longview area. At the time I had already retired and had been using a brokerage service to manage some small funds. When an unexpected life insurance payout provided funds I was ill equipped to manage, I sought advice from my broker. He seemed to be interested only in growing my portfolio via products he received commissions from. He never seemed to listen to my concerns and goals. I reached out to Brandon and Den who met with me via a zoom call. What a difference!!
They provided me with true financial planning, incorporating tax planning. They listened then, and continue to listen to any and all of my goals, and genuinely seem to care that I understand the reasons behind any suggestions they make. I always feel a part of the decision making process. They never push, only educate and explain, so that I am completely comfortable with my plan. I can't recommend them highly enough!!!

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.

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!!

Belonging Wealth is an amazing company. Den 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 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.

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 me 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.