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ACHIEVE YOUR FINANCIAL PLANNING GOALS WITH CONFIDENCE.

Get Credible Guidance from a Trusted Expert (844) 660-9827

 

Franklin Madison Advisors Offers Proven Strategies to Maximize Your Long-term Financial Plans.

You deserve more than the cookie-cutter approach some financial advisors use to fit you into their specific group of commission-based investments.  At Franklin Madison Advisors, we spend the time to get to know you and your financial goals to create an individualized plan that’s right for you.

 

Here are a few key benefits to working with us:

  • Choose from a one-time fee to get your investments on track or
  • A monthly management fee for ongoing management of your portfolio
  • You don’t need to have investments managed with us to receive a financial plan
  • Our fee-for-service practice means you pay no commissions or hidden fees
  • Objective and relationship-oriented approach in the financial advice you receive

 

We make sure you spend less time worrying about your money and investments and more time enjoying life.

Work With a Fee-Only Fiduciary Wealth Management Firm.

HOW DOES A FEE-ONLY FIRM OPERATE?

  • We act in your best interest at all times.
  • No conflict of interest – we do not steer you toward investments where we earn a commission.
  • You pay for advice and expertise – nothing hidden.

WHAT CAN YOU HELP ME WITH?

  • Planning for retirement.
  • Making sense of your finances.
  • Selecting investments that are right for you.
  • Managing your current portfolio.
  • Preparing for the unexpected.
  • Preparing for life changes (college, wedding, philanthropy).

HOW DO WE GET STARTED?

Schedule a no-obligation 15-minute call with us. We’ll tell you exactly what you’re going to get before you spend any money. You’ll learn which financial objectives you need to tackle in order to make your next important move.

What Our Clients Say

“I never thought I needed a financial advisor, nor did I think I could afford one. Working with Franklin Madison Advisors has shown me how wrong I was. I am currently saving more money now and have a clearer understanding of my finances. Thank you Franklin Madison Advisors.”

Susan J.
Pittsburgh, PA.

These Respected Media Companies Contact Franklin Madison Advisors for Financial Insights. You Can Too!

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Ask us About Our Three Most Popular, Strategic Plans:

INVESTMENT GUIDANCE

Do-it-yourself. We'll help you create an investment plan.
Guidance on your Robin Hood or Self-Directed Investment Accounts
Risk Tolerance Questionnaire
Investment Policy Statement
Asset Allocation Framework
Due Diligence Investment Recommendations
Rebalancing Strategy

FINANCIAL PLANNING

High-touch service. We'll create a unique strategy to optimize your finances and guide you over the next 12 months as you execute plans to achieve crucial life goals.
Custom-Tailored Financial Plan
12-Month Financial Coaching
3-5 Planning Objectives/Goals
Scenario-based Planning Recommendations
Detailed Implementation Schedule
Monthly “Get-on-Track” Meetings (First Year)
401(k)/403(b)/Small Account Rollovers
Ongoing Risk Management Review

INVESTMENT MANAGEMENT

Do-it-for-me. We'll manage your investments for you.
Ongoing Management of Your Investments.
Risk Tolerance Questionnaire
Investment Policy Statement
Asset Allocation Framework
Due Diligence Investment Recommendations
Rebalancing Strategy

Learn More About Our Services

Are we a good fit?  Schedule your no obligation 15-minute introductory meeting to find out if our services fit your needs.

Schedule now. Choose a time and date that works best for you.