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 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.


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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