Brandon Atkinson, ChFC, LUTCF

 Brandon S. Atkinson is the Founder and Wealth Advisor of Atkinson Advisory Group, where he helps individuals, families, business owners, executives, and retirement plan sponsors make confident financial decisions through comprehensive, personalized planning.

With more than 20 years of experience in financial planning and retirement consulting, Brandon has built his practice on a simple philosophy: every client deserves objective advice, exceptional service, and a financial strategy designed around their unique goals—not a one-size-fits-all investment approach.

Brandon specializes in retirement income planning, investment management, tax-efficient wealth strategies, estate planning coordination, risk management, and employer-sponsored retirement plans. He works closely with business owners and fiduciary committees to design, manage, and improve 401(k) and retirement programs while helping employees prepare for financial independence.

His comprehensive planning process evaluates every aspect of a client’s financial life, integrating investments, retirement income, taxes, insurance, estate considerations, and long-term wealth preservation into one coordinated strategy. Brandon believes that financial planning is about more than growing wealth—it’s about creating confidence, reducing complexity, and helping clients make informed decisions throughout every stage of life.

Clients appreciate Brandon’s straightforward communication, responsiveness, and commitment to building long-term relationships based on trust. Rather than focusing on transactions, he serves as a trusted advisor who provides ongoing guidance as life, markets, and financial goals evolve.
As a Chartered Financial Consultant (ChFC®) and Life Underwriter Training Council Fellow (LUTCF®), Brandon is committed to maintaining the highest professional standards while continually expanding his knowledge to better serve clients.

Whether helping a family prepare for retirement, guiding a business owner through succession planning, or assisting an employer in fulfilling fiduciary responsibilities, Brandon’s mission remains the same: to help clients plan with confidence and build lasting financial security.