Client Experience


Our Commitment to First Class Service

The client experience with Franklin Wealth Management is about so much more than providing the best rates or the swiftest execution. Providing first class service really comes down to being interested in people and their quality of life.
Enjoy the difference of working with a Fee-Only wealth management firm and relax knowing that many of the brokerage conflicts and proprietary product issues have been eliminated.

Franklin Wealth Management Service Values:

  • We build strong relationships and create Franklin Wealth Management clients for life.
  • We are always responsive to the expressed and unexpressed wishes and needs of our clients.
  • We are empowered to create unique, memorable and personal experiences for our clients.
  • We understand our role in pursuing the Key Success Factors and creating The Franklin Wealth Management experience.
  • We continuously seek opportunities to innovate and improve the client experience.
  • We own and immediately work to resolve client problems.
  • We create a work environment of teamwork and lateral service, so that the needs of our clients and each other are met.
  • We have the opportunity to continuously learn and grow.
  • We are involved in the planning of the work that affects you.
  • We protect the privacy and security of our clients, our fellow employees and the team’s confidential information and assets.