19 Briar Hollow Lane,
Our commitment to help you build and manage your wealth begins with a detailed understanding of your specific goals and circumstances. We will listen and learn to determine your needs and aspirations. They are key to implementing wealth management strategies, each of which is designed to help you to achieve the lifestyle and goals you envision.
As a firm we are Fiduciaries and committed to the standards established by the CFP® (Certified Financial Planner) Board’s Code of Ethics and Standards of Conduct. Our commitment to Fiduciary Standards of Care, which means that we pledge to always act in our client’s best interest.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
At Branson, Fowlkes & Company, Inc. wealth management is a fiduciary process, where the best interests of a client are always placed above the interests of both the firm and the individual financial advisor. From the most comprehensive standpoint, wealth management is a consultative, multi-disciplinary process that takes into consideration a client’s individual financial circumstances, their retirement plan, their income tax situation, their estate plan, their family situation, their investment portfolio, risk management strategies and even legal issues. We consider all these elements when advising a client and it becomes an ongoing process of consultation, regular portfolio management and encompasses virtually all aspects of a client’s financial life.
We work in cooperation with the client’s other advisors, including their attorneys and their tax professionals. Our primary relationship managers and staff are mostly CFP® professionals who have a broad base of knowledge regarding a wide array of issues. Others within the firm are specialists, who might be, as examples, experts in planned giving, tax planning or portfolio management. We believe that a team approach provides great value, and we bring together these skill sets in a way that benefits clients across the firm.
We believe that every client is unique, which means that every client’s plan and every client’s portfolio should also be unique. It is on that core assumption that every aspect of our wealth management process is based.