Innovative Advice for Business Minded Professionals
We specialize in working with business minded professionals in transition. Whether you are looking forward to the retirement of your dreams, selling a business, or developing inter-generational plans for the future, Franklin Wealth Management is here to guide you through the process.
We created Franklin Wealth Management so that we could be innovative and develop a fun family atmosphere in a traditionally cold and antiquated industry, offering clients our unique WealthFit™ process completely unconstrained by a large corporate agenda.Contact Us
WE BELIEVE IN BEING DIFFERENT
We created Franklin Wealth Management to break away from impersonal corporate agendas and focus on what is best for our clients. Our mission is to inspire and empower you to turn your dreams into reality.
THE WEALTHFIT™ PROCESS
We believe it is important to stay fit physically and financially. Our Wealthfit™ process is at the core of everything we work with clients to accomplish over their lifetimes.
PROCESS DRIVEN STRATEGIES
Learn about our discretionary managed account strategies.
Joe Franklin Ranked as One of Tennessee’s top Wealth Advisors
Chattanooga, TN - February 25th, 2019 - Joe D. Franklin, President of Franklin Wealth Management and CEO of Innovative Advisory Partners ranked as one of Tennessee's top Wealth Advisors in the Forbes annual Best-In-State Wealth Advisors list.
According to Forbes, the annual list highlights the nation's top-performing advisors, nominated by their firms and then evaluated based on a qualitative algorithm and quantitative criteria administered by SHOOK Research. The criteria includes interviews, industry experience, community involvement, revenue trends and client retention.
"I congratulate Joe D. Franklin on behalf of LPL," said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. "This recognition is a reflection of his commitment to providing objective financial advice that is uniquely geared toward his clients' needs. His success is a great service to the financial advice industry and the value of independent advice. LPL is proud to support Joe and we thank him for the work he does to enrich the financial lives of his clients."
Joe D. Franklin is based in Chattanooga, Tennessee and specializes in working with entrepreneurs and business minded professionals in transition with a focus on intergenerational planning.
Joe stated, "I want to thank all the members of our team that make this award possible. It is only through their hard work that we are able to accomplish what we do for our clients. I am truly thankful for everyone in our office at Franklin Wealth as well as advisors and staff members at Solomon Wood. They handle a multitude of details for our clients and enable us to provide a full cadre of planning and investment expertise. We would not be able to do near as much without each individual working within their unique ability to provide a first class experience."
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