Services

JLFranklin Wealth Planning is an independent, fee-only wealth planning firm.

What makes us unique is our expertise in equity award planning and in-depth tax matters, along with our individualized approach. The foundation of our work is our ability to address clients’ entire financial picture, going far beyond asset management into values, relationships, and lifelong dreams.

Financial & Tax Planning

Our comprehensive financial plans help you mitigate taxes and secure your financial future.

Tech Clients

Whether you’re in a startup or multinational organization, we can help.

Personal CFO

How much better could your life be if you had a Personal CFO?

Investment Management

We provide the discipline to grow and preserve your wealth.

Human Resources Clients

While you’re looking out for your employees, we’ll look out for you.