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.
(423) 870-2140
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Carter Payne

Carter Payne

Relationship Manager

Carter Payne joined Franklin Wealth Management in June of 2018.
(423) 870-2140
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Drew Hays

Drew Hays

Affiliated Wealth Advisory Associate

Drew Hays joined Franklin Wealth Management in May of 2021.
(423) 870-2140
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Angela Shipp

Angela Shipp

Operations Manager

Angela takes care of the operations for Franklin Wealth Management.
(423) 870-2140
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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

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
(423) 870-2164
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Patrick Jones

Patrick Jones

Wealth Plan Analyst

Patrick Jones joined Franklin Wealth Management in 2021 as Wealth Plan Analyst.
(423) 870-2140
(423) 870-2164
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