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Belonging Wealth Management

A Better Retirement Simplified

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Belonging Wealth Management Belonging Wealth Management
Longview, TX

Serving Clients Nationwide

A Better Retirement Simplified

18 Certified Advisor Reviews™
5 out of 5 Stars
Jump to Reviews

(903) 471-0624

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Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

About Belonging Wealth Management

Belonging Wealth Management is a fiduciary, fee-only financial planning firm in Longview, Texas focused on helping retirees and near-retirees build tax-efficient retirement plans. We work with individuals and couples who want smart withdrawal strategies, integrated tax planning, and a clear path for turning their savings into reliable retirement income.

In addition to retirement planning and investment management, we also prepare and file tax returns for our retirement planning clients. This combined approach allows us to coordinate investment decisions, tax planning, and tax preparation under one roof - improving accuracy, reducing surprises, and helping clients avoid unnecessary taxes in retirement.

Who We Serve

We primarily work with people who are:

-Retired or within a few years of retirement

-Interested in tax-efficient retirement income planning

-Looking for a fiduciary advisor who can handle both financial planning and tax preparation

What You Can Expect Working With Us

Personable Service: We enjoy getting to know our clients and building lasting relationships. You’ll always talk to a real person who knows your situation—never a call center or generic portal.

Straightforward Advice: As fee-only fiduciaries, we’re legally obligated to act in your best interest at all times. Our recommendations are clear, honest, and free from hidden agendas.

Integrated, Effective Solutions: With deep experience in retirement income planning, tax coordination, and in-house tax preparation, we help you develop a retirement plan that aligns your accounts, income sources, and tax strategy—so everything works together, not in conflict.

Common Topics We Help With

-Tax-efficient withdrawal strategies

-Roth conversions

-Social Security timing

-RMD planning

-Investment management for retirees

-Coordinating planning with tax preparation

-Filing 1040 returns for retirement-specific income

-Managing capital gains, dividends, and retirement account distributions

We help clients in Longview, Tyler, and surrounding East Texas communities, as well as virtually nationwide.

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Living in Retirement
  • Military
  • Young Families

Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 26, 2025
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.
Relationship to Financial Advisor: Client as of Oct 26, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Terry Robinson
Terry Robinson

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 26, 2025
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.
Relationship to Financial Advisor: Client as of Oct 26, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Stephen Puccini
Stephen Puccini

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 12, 2025
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.
Relationship to Financial Advisor: Client as of Oct 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Brittany Meek
Brittany Meek

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 16, 2025
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!!
Relationship to Financial Advisor: Client as of Sep 16, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Rita Hogan
Rita Hogan

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 15, 2025
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.
Relationship to Financial Advisor: Client as of Sep 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Robby Griffith
Robby Griffith

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 15, 2025
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.
Relationship to Financial Advisor: Client as of Sep 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Donnet Evans
Donnet Evans

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 21, 2025
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.
Relationship to Financial Advisor: Client as of Aug 21, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Curtis Gray
Curtis Gray

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.
Avatar for Kevin Doggett
Kevin Doggett

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.
Avatar for Michael Rich
Michael Rich

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.
Avatar for Russ Meek
Russ Meek

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.
Avatar for Noah Myers
Noah Myers

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.
Avatar for Chad Adamson
Chad Adamson

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.
Avatar for Barry Evans
Barry Evans

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.
Avatar for Alec Capel
Alec Capel

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.
Avatar for Craig Allen
Craig Allen

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.
Avatar for Clayton Martin
Clayton Martin

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.
Avatar for TJ Tubbs
TJ Tubbs

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.
Avatar for Devin Carroll
Devin Carroll
Graphic with
Den Murley, CFP®, FBS® Belonging Wealth Management A Better Retirement Simplified
Longview, TX Nationwide
18 Certified Advisor Reviews™
Graphic with diagonal gray and white sections, and a thin turquoise line. Text reads
Brandon Renfro, CFP®, Ph.D., RICP®, EA Belonging Wealth Management A Better Retirement Simplified
Longview, TX Nationwide
19 Certified Advisor Reviews™
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.