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ACHIEVE FINANCIAL INDEPENDENCE WITH CONFIDENCE.

Get Credible Guidance from a Trusted Expert (412) 204-6711

 

Franklin Madison Advisors Offers Proven Wealth Management Strategies to Help You Achieve Financial Independence.

 

You don’t have to be rich to benefit from our Wealth Management Services.

 

If you’re serious about achieving financial independence, then you’ll likely need more than a budget or another stock tip.

 

Enter our Wealth Management process.

We Empower Individuals at All Stages in their Financial Independence Journey.

Accumulating Wealth: Prioritizing your financial goals to save for the future

Growing Wealth: Invest your money prudently amidst inevitable life changes

Preserving Wealth: Mitigate the effects of taxes and volatility on your retirement savings

Our Wealth Management approach begins with creating an analytically rigorous game plan that maps out exactly when and how you can attain financial independence. 

 

When the time is right, we’ll help you prepare for inevitable tax issues, investment uncertainty, and other risk management concerns.

 

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.

What We Offer:

FINANCIAL PLANNING

  • Starting a family, Starting a Business, Early Retirement, Lifestyle Change
  • Scenario-based Financial Planning
  • Stress-testing and Worst-Case Scenario Plan Evaluations
  • Strategies for Tax-efficient Savings
  • Employer Incentive Plan Evaluations
  • Social Security Analysis
  • Pension Lump-Sum/Annuity Evaluation
  • Detailed Implementation Strategy
  • 12-Month Financial Coaching
  • Ongoing Risk Management Review

INVESTMENT MANAGEMENT

  • Professional Management of Your Investments
  • A Systematic Approach to Asset Allocation
  • Regular Portfolio Rebalancing
  • Tax-loss Harvesting Strategies
  • Diversifying Employer Stock Concentrations
  • Managing Market Volatility
  • Roth Conversions
  • Retirement Account Rollovers

Gain Clarity, Confidence and Peace of Mind.

Here are a few key benefits to working with us:

 

  • Clarity: you’ll know precisely what it’s going to take to achieve and maintain financial independence.
  • Confidence: we’ll quantitatively evaluate multiple lifestyle scenarios, so you know that you’re not saving too little (or too much) and detail the steps you’ll need to take over the next 12 months to achieve your goals.
  • Peace of Mind: we’re not stockbrokers or salesmen. We’re relationship-oriented fee-only fiduciaries committed to seeing you achieve financial success. That’s why we’ll meet regularly to review your progress and address roadblocks that threaten your financial independence.

 

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

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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.

Our Fee Only Financial Planning Partners
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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.