Joe Franklin Ranked As One Of Tennessee’s Top Wealth Advisors
Thursday, March 14, 2019
Joe D. Franklin, president of Franklin Wealth Management and CEO of Innovative Advisory Partners, ranked as one of Tennessee's top Wealth Advisors in the Forbes annual Best-In-State Wealth Advisors list.
According to Forbes, the annual list highlights the nation's top-performing advisors, nominated by their firms and then evaluated based on a qualitative algorithm and quantitative criteria administered by SHOOK Research. The criteria includes interviews, industry experience, community involvement, revenue trends and client retention.
"I congratulate Joe D.
Franklin on behalf of LPL," said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. "This recognition is a reflection of his commitment to providing objective financial advice that is uniquely geared toward his clients' needs. His success is a great service to the financial advice industry and the value of independent advice. LPL is proud to support Joe and we thank him for the work he does to enrich the financial lives of his clients."
Joe D. Franklin is based in Chattanooga and specializes in working with entrepreneurs and business minded professionals in transition, with a focus on intergenerational planning.
Mr. Franklin stated, "I want to thank all the members of our team that make this award possible. It is only through their hard work that we are able to accomplish what we do for our clients. I am truly thankful for everyone in our office at Franklin Wealth,as well as advisors and staff members at Solomon Wood. They handle a multitude of details for our clients and enable us to provide a full cadre of planning and investment expertise. We would not be able to do near as much without each individual working within their unique ability to provide a first class experience."