Joe Franklin, CFP®

President of Franklin Wealth Management
Brief info
Joe lives in Chattanooga, Tennessee with his wife Jennifer, their three children: Sydney, Jack and Walker, their three cats and dog; Ollie, Loki, Rosie and Blitz. In their spare time they enjoy traveling, scuba diving and other water sports, games involving sticks and racquets, and UT Football.

Joe Franklin, CFP, is founder and president of Franklin Wealth Management & CEO of Innovative Advisory Partners, a registered investment advisory firm in Hixson, Tennessee. A 20+ year industry veteran, he contributes guest articles for Money Magazine and authors the Franklin Backstage Pass blog. Joe has also been featured in the Wall Street Journal, Kiplinger’s Magazine, USA Today and other publications.

Franklin Wealth Management provides innovative advice for business-minded professionals, with a focus on inter-generational planning and out of the box thinking with regard to saving taxes, investing and ensuring clients stay financially fit. He has used his WealthFit process to help hundreds of business owners and corporate executives transition into and enjoy the next phase of their lives.

Joe is a graduate of the McCallie School and is an alumnus of Vanderbilt University and the University of Tennessee at Chattanooga, holding a degree in mathematics and actuarial science. He serves as a former board member of the Ronald McDonald House of Chattanooga, immediate past president of the Chattanooga Breakfast Rotary Club, and is a member of the Financial Planning Association and Stuart Heights Baptist Church.

 

Franklin Wealth Management

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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

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