Our Approach

Planning for Your Financial Freedom

Strategy & Planning

A customized path for your life

Getting Started

Start to Define Your Vision

PLAN YOUR FUTURE

Family Oriented, Faith Based 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 our clients to turn their dreams into reality and achieve their God-given purpose. 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 to help provide Financial Freedom for others. As time has gone by, we’ve realized that when people become financially independent, they may want to retire, but more often we work with them to re-wire their thinking and re-purpose themselves to focus more on their unique abilities and passions. We feel our purpose is to help others find and facilitate achieving this God-given purpose.

With our transparent pay structure, we want to help others break free from the conflicts of large corporate agendas with advisors focused on commissionable products.

Where Financial Freedom Meets Personal Connection

Explore how Franklin Wealth Management builds deep relationships and offers comprehensive support to help you achieve your financial goals.
Watch our video to see our dedication to your success and happiness.

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. All too often, conflicts of interest are pervasive when working with national and even regional firms, with advisors focused on commissionable products. We want to help others with their finances focused on faith-based principles and no commissionable products. Our advisors specialize in various areas of expertise, and we strive to ensure that each client is placed with someone who will be a “best fit” for them.

Process Driven Strategies

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

YOUR WEALTH MANAGEMENT PROFESSIONALS

The Franklin Team

Joe Franklin, CFP®

PRESIDENT OF FRANKLIN WEALTH MANAGEMENT

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

Carter Payne

ASSOCIATE WEALTH ADVISOR

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

INSIGHTS FROM THE BLOG

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Defining F.U.N. in Retirement

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5 Ways to be like Buffett & Self Insure

FINANCIAL SERVICES IN CHATTANOOGA

What we Offer

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.

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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.

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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.

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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.

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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.

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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.

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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.

ALL OUR SERVICES

CONTACT INFO