Franklin Wealth Advisors Company Profile, Contacts & Intelligence

Financial Services4350 Glendale Milford Rd6 employeesFounded 2012
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Employees
6
Company source estimate

Franklin Wealth Advisors Overview

Franklin Wealth Advisors has been a trusted name in financial planning for Cincinnati families and businesses for over 50 years. As a second-generation firm, our history dates back to 1954, built on a foundation of financial education, comprehensive planning, and client-focused service. We believe that understanding your financial situation is key to making informed decisions. Our approach emphasizes personalized strategies tailored to each client’s goals, risk tolerance, and long-term objectives. Through careful analysis and strategic diversification, we help clients navigate investment management, tax-efficient strategies, and financial planning. Franklin Wealth Advisors does not take custody of client funds, and all accounts remain non-discretionary, ensuring that every decision stays in the hands of the client. Our role is to provide guidance, clear performance reporting, and regular reviews to support informed financial decision-making. Our experienced team is dedicated to providing knowledgeable, hands-on financial guidance. We focus on helping clients navigate their financial journey with confidence, offering insights and strategies designed to align with their individual needs. Compliance Disclosure: Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Franklin Wealth Advisors are not affiliated. Third party posts found on this site do not reflect the views of IFP and have not been reviewed by IFP as to accuracy or completeness. FINRA: www.finra.org. SIPC: www.SIPC.org

Headquarters
4350 Glendale Milford Rd
Website
www.franklinwealthadvisors.net
Industry
Financial Services
Founded
2012
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Cincinnati

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