Here’s some information about us:

J.M. Franklin & Company, LLC is a boutique retirement planning firm started in 1973. Our advisors offer financial planning through Stratos Wealth Partners, a registered investment advisor; and wealth management services through LPL Financial, Fidelity and Schwab.

Our clients are driven by a vision for their families, their businesses, and the legacy they hope to build. We believe meaningful success is never accidental; it is achieved through thoughtful planning, disciplined execution, and a clear strategy for the future.

The individuals and families who define their goals, establish a plan, and remain committed to it are far more likely to experience lasting financial confidence and personal fulfillment. Our role is to guide that process with clarity and intention helping clients identify what success truly means within the context of their values, priorities, and long-term aspirations.

We believe exceptional financial planning begins with asking the right questions. Thoughtful conversations lead to informed decisions, purposeful strategies, and ultimately, the confidence to pursue life’s most important goals.

Because no two families or businesses are alike, every relationship we serve is tailored and highly personal. From comprehensive planning and strategic implementation to ongoing guidance and stewardship, we provide attentive service designed to evolve alongside your life and ambitions.

We understand the complexities that successful individuals, families, business owners, and retirees face in today’s environment. Our mission is to deliver sophisticated financial guidance with integrity, discretion, and unwavering professionalism. By leveraging our experience and resources, we help clients bring clarity and organization to their financial lives creating a strong foundation designed to endure for generations.

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