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Franklin Wealth Solutions

EST. AUM
$500,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Nashville
CRD Number
Website franklinwealthsolutions.com
Client types

Overview

Franklin Wealth Solutions is a Franklin, Tennessee–based independent wealth advisory firm providing comprehensive financial planning and investment management to individuals, families, educators and business owners. The firm begins relationships with a detailed financial plan and uses a fully integrated wealth-management framework that reviews cash flow, retirement, tax, estate and risk needs. Franklin Wealth Solutions partners with Private Advisor Group for advisory oversight and uses multiple custodians, including LPL Financial, Schwab and Fidelity, to implement portfolios. The team focuses on education, disciplined asset allocation models and ongoing review so clients can align their investments with long-term life and retirement goals.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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