Plan Your Future

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.


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.

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 our clients to turn their dreams into reality and achieve purposes greater than themselves.

Process Driven Strategies

Enjoy the difference of working with a Fee Only wealth management firm. Learn about our Unique Processes including Asset and Risk Management Strategies and our Profit and Protect Investment Process.
Financial Services in Chattanooga

What we Offer

Happy wealth advisor in Chattanooga communicating with a couple and taking notes into his notebook.

Wealth Advisors

Our Wealth Advisors in Chattanooga work with clients of all income levels to create comprehensive financial plans that allow them to reach their personal financial goals. These plans include budgeting, retirement planning, investment strategies, estate planning, and more.
estate planning in chattanooga

Estate Planning

Our estate planning services in Chattanooga provide comprehensive and customized solutions to ensure that your family's future is secure. We take into account your individual needs, goals, and financial situation to create a plan that works for you.
retirement planning in chattanooga

Retirement Planning

With our retirement planning services in Chattanooga, we can help you create a plan to save for the future. Our team of financial advisors will work with you to help identify your long-term goals and help you achieve financial security and peace of mind.
asset management in chattanooga

Asset Management

With our Asset Management service in Chattanooga, you can have peace of mind knowing that your assets and investments are being managed by experienced professionals who are dedicated to helping you achieve financial success.
social security advisor

Social Security Advisors

Our Social Security Advisors in Chattanooga can help you maximize your benefits and take advantage of all available opportunities. We understand social security rules and regulations and can help you navigate the system to get the most out of it.

Tax Planning

Our Tax Planning service in Chattanooga is designed to help you manage your taxes so you can maximize your return and minimize your liability. Our experienced professionals are knowledgeable in the complexities of tax codes, deductions, credits, and more.
Your Wealth Management Professionals

The Franklin Team

Joe Franklin, CFP®

Joe Franklin, CFP®

President of Franklin Wealth Management

Joe Franklin, CFP, is founder and president of Franklin Wealth Management & CEO of Innovative Advisory Partners.
(423) 870-2140
(423) 870-2164
Email Me

Carter Payne

Carter Payne

Relationship Manager

Carter Payne joined Franklin Wealth Management in June of 2018.
(423) 870-2140
(423) 870-2164
Email Me

Learn More about our Financial Services in Chattanooga

Our team of financial experts in Chattanooga, TN is here to provide you with personalized advice and support tailored to your individual financial needs. At our firm, we take the guesswork out of financial planning and give you the guidance you need to make sound decisions for all your financial investments. Click on the button below and learn more about our financial services and discover how we can help you reach your financial goals.
Contact Info

Get in Touch with Us

Address: 4700 Hixson Pike, Hixson, TN 37343
Phone: (423) 870-2140
Fax: (423) 870-2164
Email: [email protected]

Chattanooga Office:  2428 Maplewood Drive, Chattanooga, TN 37421

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