Enjoy life. Plan wisely.®

As independent, fee-only financial planners, we help clients at all career stages preserve and protect wealth, mitigate taxes, care for their families, and pursue their dreams. 

Think of Us as Your Personal CFO

What Sets Us Apart?

We’ve been serving clients with integrity, clarity, and empathy for over two decades, and our dual expertise in tax matters and financial planning means we take a holistic view to develop customized client solutions.

The Startup Wealth Podcast

The Startup Wealth Podcast is for people who work in startups or in companies with a startup attitude.

Your Money AND Your Life

Staying on top of your wealth management goals is important. But it can take up a lot of your time, time you’d rather spend doing what you love. We provide personalized guidance, planning, and detailed oversight that frees you to live your life.

In the Media

JLFranklin Wealth Planning founder, Joyce Franklin, is a sought-after author and resource for those looking for a voice of reason amidst the economic hype.

Our Latest Post

Is a Donor-Advised Fund Right for You?

Many of our clients believe it’s important to support the organizations and causes they care about, and we are here to help them do so in a wealth-generating way.

The Startup Wealth Podcast

In interviews with entrepreneurs, tech executives, and advisors, you’ll hear fascinating stories and actionable advice about how best to protect and grow your assets.

Let’s Make It Happen

If you’re looking to outsource the details of your financial life to competent, caring professionals, we may be a good fit.