We are an independent, fee-only wealth management firm, so our guidance comes without conflict of interest or compromise. We are accountable only to our clients and work every day to earn their trust.
JLFranklin Wealth Planning takes a team approach to working with clients whose financial lives we can impact the most. We specialize in tax planning as well as planning for stock options and other equity awards, helping our clients to meet their goals and live their dreams.
If you’re a financial planning professional looking for collaborative, rewarding work, take a look at our open positions.
Let us worry about the day-to-day details of your financial life, while you pursue your passions.
We are passionate about providing thoughtful, proactive, accurate pathways to financial freedom, in a responsive manner, so our clients can achieve their goals and live their dreams.
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