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About J.M. Franklin & Company, LLC

J.M. Franklin & Company, LLC is a family owned boutique retirement planning organization started in 1973. Joe and Sean offer financial planning through Stratos Wealth Partners, a registered investment advisor; and wealth management services through LPL Financial.

Our clients have dreams for their family and businesses. We know that dreams can only be pursued by implementing a well-conceived strategy for the future. Individuals who commit their goals to writing and work their plan, achieve far higher levels of personal satisfaction and financial success than those who simply dream. Our responsibility to our clients is to assist them in the thought process that leads to defining their benchmarks for success within their value system. We believe that asking the right questions leads to thoughtful decisions and ultimately to the right answers to help make your dreams a reality. No one strategy fits everyone, which is why every client gets our undivided attention, from planning, to execution, to follow-up. We understand the challenges that families and retirees face today. Our mission statement is to execute professional services with intelligence and honesty. To use all of our resources to help you pursue your dreams and pursue your goals. We will work to get your financial house in order and keep it that way.