Broker Check

Company

Franklin Wealth Advisors, a name to trust. The Franklin name has been a part of financial planning for Cincinnati families and businesses for 50 years. We are a second generation firm which was started in 1954 with the goal of assisting our clients in every aspect of their financial lives. We strive to provide the most comprehensive and personal service available and uphold a standard of excellence in our industry. Following is an Overview of what you may expect by working with Franklin Wealth Advisors and what Activities we can provide on an ongoing basis to strive to meet our Commitment to quality and service that exceeds industry standards.

Overview

Financial planning encompasses two goals: increasing your disposable income through tax savings and investments, and building assets. Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial outlook. With a comprehensive financial plan, prepared through our registered investment advisor, you will have taken the first step toward increasing your financial independence and wealth. Our goal is to give you the best Financial Tools for Building Wealth.

Activities

Through quantitative analysis and systematic diversification of investments and money management, a portfolio is designed to work toward achieving the client’s financial objectives, offering the client an opportunity to achieve a potentially attractive rate of return while minimizing risk. Franklin Wealth Advisors does not take custody of clients’ funds and all accounts are non-discretionary. The client always retains the final decision on each recommendation.  The portfolio is positioned with the clients’ needs and risk tolerance firmly in mind. A clear and comprehensive performance report is reviewed with each client at a regularly scheduled meeting. We work to give you the best Financial Tools for Building Wealth.

Our Commitment

Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about working toward making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to strive toward getting there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. We are committed to giving you the best Financial Tools for Building Wealth.

If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 513-489-4499.