Broker Check

Products & Services

At Franklin Wealth Advisors, we provide assistance in the following areas:

Investment Services

  • Stock* and Bond* Trading
  • Mutual Funds
  • Brokerage Accounts
  • Variable Annuities*
  • Money Market Accounts*
  • Government Securities*
  • Certificates of Deposit
  • Limited Parnerships*

Financial Planning

  • Women's Financial Planning Department
  • Retirement Plans
  • Estate Planning
  • Tax Planning· Money Management
  • Money Purchasing Plans
  • College Planning
  • Educational IRAs
  • 401(k)  Plans
  • 403(b) Plans
  • IRAs, SEPs, Roth IRAs
  • Tax Deferred Annuities
  • Deferred Compensation Plans

Insurance Services

  • Private Pensions
  • Fixed Annuities
  • Universal, Whole or Term Life Insurance
  • Disability Insurance
  • Long Term Care Insurance

Financial Advisory Services

  • Analyze the client's current portfolio to determine actual historical performance quantifying both risk and return.
  • Design a proposed portfolio that reflects a quantified level of diversification dictated by Markowitz's and Sharpe's "Modern Portfolio Theory".
  • Monitor on a regular basis and report to the client on a scheduled basis the actual performance of the portfolio

If you would like to know more about our Products & Services, please contact us at:

Franklin Wealth Advisors
11230 Cornell Park Drive
Cincinnati, OH 45242
Phone: 513-898-9099