Our Approach

Planning for Your Financial Freedom

Strategy & Planning

A customized path for your life

Getting Started

Start to Define Your Vision

Family Oriented, Faith Based, Fee Only Financial Advisors

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.

Our mission is to empower you to turn your dreams into reality. Our clients often seek to:

  • Maximize After-Tax Retirement Cash Flow
  • Make sure money lasts throughout retirement
  • Ensure a Lasting Legacy with a focus on Multi-Generational Stewardship
  • Enable fulfilled “Purpose”, utilizing their Time, Talent, and Treasures.

We created Franklin Wealth Management so that we could be innovative and develop a fun family atmosphere.

We want to be free from the conflicts of large corporate agendas in a traditionally cold and antiquated industry.

The WealthFit™ Process

We believe it is important to stay fit financially. Our WealthFit™ conditioning process is the core of what we collaborate 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 empower our clients to turn their dreams into reality and achieve purposes greater than themselves.

Process Driven Strategies

Learn about our Unique Processes including our Retirement Income Harvesting Strategy and our Profit and Protect Investment Process.


The Franklin Team

Joe lives in Chattanooga, Tennessee with his wife Jennifer, their three children: Sydney, Jack and Walker, their three cats and

Carter joined Franklin Wealth Management in June of 2018 after seven years as CFO, teacher and coach of a ministry


Franklin Backstage Pass


What we Offer

Learn More about our Financial Services in Chattanooga

Our team of financial advisors 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.

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