Franklin Madison Private Wealth

Franklin Madison Private Wealth is a small, independent registered investment adviser that works primarily with individual and high-net-worth clients on a household basis, offering discretionary portfolio management and comprehensive financial planning. The firm also provides integrated services that include tax preparation through a wholly‑owned subsidiary and educational offerings such as seminars and online courses.

The firm’s investment process is grounded in Modern Portfolio Theory and emphasizes long-only, low-cost, broadly diversified portfolios—favoring passive ETFs—and a quantitative framework combined with fundamental and technical analysis to set asset allocation and manager selection. Clients receive documented investment policy statements, periodic written portfolio updates, and ongoing plan monitoring with reviews triggered by market moves or changes in a client’s circumstances.

What distinguishes the firm among its independent peers is the combination of investment advisory work with an in-house tax preparation business and an active education program: Franklin Madison Tax Solutions, LLC provides tax filing services to advisory clients (clients are not required to use it), and the adviser runs seminars and online courses on personal finance topics. The firm also offers comprehensive planning that explicitly addresses niche topics such as FIRE planning, equity‑award review and disposition strategies, and coordinated tax‑optimization within the financial planning process.