The Franklin Wealth Management Team

Charting the Course to Discover Your Dreams & Make them a Reality

Our Mission

By using a team approach, we are able to provide the highest level of customized service possible for our clients.

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.

As Seen In:

our staff

The Franklin Wealth 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.
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Carter Payne

Carter Payne

Relationship Manager

Carter Payne joined Franklin Wealth Management in June of 2018.
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Drew Hays

Drew Hays

Affiliated Wealth Advisory Associate

Drew Hays joined Franklin Wealth Management in May of 2021.
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Angela Shipp

Angela Shipp

Operations Manager

Angela takes care of the operations for Franklin Wealth Management.
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Scott Rix

Scott Rix

COO

Prior to his affiliation with FWM, Scott has enjoyed a diverse career in and around the financial industry.
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Dan Norey

Dan Norey

Team Leader

Dan Norey came back to the Financial Industry with Franklin Wealth Management in February of 2013.
(423) 870-2140
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Jennifer Franklin

Jennifer Franklin

HR & Administration

Jennifer handles human resources and administration for Franklin Wealth Management.
(423) 870-2140
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Patrick Jones

Patrick Jones

Wealth Plan Analyst

Patrick Jones joined Franklin Wealth Management in 2021 as Wealth Plan Analyst.
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Franklin Wealth Management

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Franklin Wealth Management employs several professionals with varied degrees and credentials, including that of Certified Financial Planner. As such, we are qualified to discuss and advise on tax and estate planning matters related to reducing taxes and creating an estate plan and implementation. Advisory services are offered through Franklin Wealth Advisory, LLC.

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Contact

Franklin Wealth Management, LLC

Office: (423) 870-2140
Fax: (423) 870-2164

4700 Hixson Pike
Hixson, TN 37343

info@franklinwm.com

Franklin Wealth Management, LLC. © 2022 All rights reserved.