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Helping Families Build Wealth. Helping Employers Build Better Retirement Plans.

Personalized financial planning through Atkinson Advisory Group, backed by the resources and capabilities of Prudential Wealth Advisors.

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Trust

We do what's right. Always.


Integrity

Independent and committed to you.


Expertise

Deep knowledge. Thoughtful
strategies.

Who We Serve
Tailored Financial Solutions
for Every Stage of Life

Our firm works with clients facing important financial decisions, including:

Individuals& Families

Individuals
& Families

Helping clients accumulate wealth, prepare for retirement, and create financial confidence through comprehensive planning.

Retirement-Ready Individuals

Retirement-Ready Individuals

Developing retirement income strategies, investment management solutions, tax-efficient withdrawal plans, and legacy planning.

Business Owners& Executives

Business Owners
& Executives

Helping entrepreneurs integrate personal financial planning with business planning, succession strategies, and retirement preparation.

Employers& Plan Sponsors

Employers
& Plan Sponsors

Providing retirement plan consulting, fiduciary guidance, investment oversight, and employee education for employer-sponsored retirement plans.

Regardless of where you are in your financial journey, our advice is built around your goals—not a one-size-fits-all solution.

OUR SOLUTIONS
Comprehensive Financial Services

Atkinson Advisory Group delivers personalized financial planning and retirement consulting with the responsiveness of a boutique advisory practice. 

Through Brandon's affiliation with Prudential Wealth Advisors, clients also benefit from the investment resources, research capabilities, technology, and institutional support of one of America's most recognized financial organizations. 

Local Advice. National resources. One trusted relationship.


Retirement Strategies

Instead of relying on rules of thumb, we build retirement income strategies based on your unique financial circumstances and long-term goals.

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Portfolio Management

Our investment management process focuses on building diversified portfolios designed with a goal to help support long-term retirement income while managing investment risk.

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Estate & Legacy Planning

We work alongside your attorney and tax professionals to help ensure your financial strategy aligns with your estate planning objectives.

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Social Security & Medicare Planning

These decisions should be considered within your overall retirement strategy—not in isolation.

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THE APPROACH
Our Planning Process

Every client relationship begins with listening.

01
Discover

We learn about your goals, family, financial priorities, concerns, and long-term vision.

02
Analyze

We evaluate your investments, retirement accounts, tax situation, insurance coverage, estate planning, and overall financial picture.

03
Develop

We create personalized recommendations designed to align your financial resources with your goals.

04
Implement

We work with you to put your plan into action while coordinating with your CPA, attorney, and other trusted professionals when appropriate.

05
Review

Financial planning is an ongoing process. We regularly review your strategy and recommend adjustments as your life, goals, and financial circumstances evolve.

Meet Brandon S Atkinson ChFC, LUTCFFounder and Financial Planner


Meet Brandon S Atkinson ChFC, LUTCF

Founder and Financial Planner

With more than two decades of experience helping individuals and employers navigate retirement planning, Brandon founded Atkinson Advisory Group to provide personalized, focused guidance built around each client’s goals.

Let's Start the Conversation

Every successful financial plan begins with understanding your goals .
Schedule a complimentary consultation to learn how Atkinson Advisory Group
can help you plan with confidence. 

Schedule A Complimentary Consultation

Insights & Perspectives

Inflation & Your Money

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Healthcare Costs That Catch Retirees Off Guard

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Impact Investing or Philanthropy

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