Charting the Course to Discover Your Dreams & Make them a Reality
Our Mission
We function as a cohesive unit when providing financial planning, wealth management, and investment strategies for our clients. This approach maximizes the knowledge and resources we are able to offer, as well as our availability to assist you personally.
We believe in giving everyone seamless, proactive service while anticipating your needs before they are expressed.
Please review our Ideal Client profile to determine if we may be a good fit to work together.
Our mission is to inspire and empower our clients to turn their dreams into reality and achieve purposes greater than themselves.
our staff
The Franklin Wealth Team
Joe Franklin, CFP®
Joe Franklin, CFP, is founder and president of Franklin Wealth Management & CEO of Innovative Advisory Partners.
(423) 870-2140
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Carter Payne
Carter Payne joined Franklin Wealth Management in June of 2018.
(423) 870-2140
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Drew Hays
Drew Hays joined Franklin Wealth Management in May of 2021.
(423) 870-2140
(423) 870-2164
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Angela Shipp
Angela takes care of the operations for Franklin Wealth Management.
(423) 870-2140
(423) 870-2164
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Scott Rix
Prior to his affiliation with FWM, Scott has enjoyed a diverse career in and around the financial industry.
(423) 870-2140
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Dan Norey
Dan Norey came back to the Financial Industry with Franklin Wealth Management in February of 2013.
(423) 870-2140
(423) 870-2164
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Jennifer Franklin
Jennifer handles human resources and administration for Franklin Wealth Management.
(423) 870-2140
(423) 870-2164
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Patrick Jones
Patrick Jones joined Franklin Wealth Management in 2021 as Wealth Plan Analyst.
(423) 870-2140
(423) 870-2164
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