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CUSTOM INVESTMENTS FOR YOUR UNIQUE GOALS
East Franklin Capital, LLC is a Fiduciary Registered Investment Advisory firm focused on intelligent, customized investment management.
What we do
No two clients share identical financial goals, so the advice and investments they each require should vary. We work closely with our clients to understand their priorities and develop a roadmap to achieving their goals. Because each client is different, so are the custom investments and tailored advice they receive.
Custom Investment Management
Dynamic portfolios crafted for your specific investment needs, where your input matters.
Custom Investment Management
Dynamic portfolios crafted for your specific investment needs, where your input matters.
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Tailored Financial Advice
Learn how East Franklin Capital can help you achieve your investment goals.
Tailored Financial Advice
A financial advisor is not just someone who helps with investments
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OUR CLIENTS
We work with Executives and Entrepreneurs. Academics and Doctors. Soon-to-be-Retirees and New Families. Yet, more than any profession or stage of life, our clients share a common perspective on finances and life:
- They believe goals and values should dictate finances, not the opposite
- They appreciate that there are better and worse ways to invest
- They value experience and want the advice of trusted professionals
- They prefer to outsource time intensive investing to us
- They lean in and engage us on big decisions that impact their finances
CLIENT FOCUSED
HIGH TOUCH
RESULTS DRIVEN
FIDUCIARIES
What We Provide
Why East Franklin Capital
- We provide our clients with peace of mind by helping you develop a financial roadmap to achieve your goals
- We take a hands-on approach to managing your investments for you so they can invest your time and energy into your work and life
- We become your trusted partners to help you navigate all of the financial decisions and situations that life throws your way
experience excellence
Meet & discuss a more intelligent way to invest
Find out about our investment philosophy and the strategies we employ to meet our clients’ objectives. Learn how east franklin capital can help you achieve your investment goals. Sign up to receive news and updates.
What we do
Each of our clients is unique and we tailor our services to the clients needs and goals utilizing our values, experiences, and approach to every client relationship.
Peace of Mind
Knowing that you are invested in a way that helps you achieve your goals
Developing Goals
Our priority is to understand your goals and help you refine them. Once we know where you want to get, we help you develop a roadmap to get there
Customized Investments
Your goals, your tolerance for risk and your investment horizon should dictate your investment strategy
Open Communication
As all of our clients have experienced, we believe in consistent, frequent communication... and accountability
Testimonials
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our partners
Reliable and Competent
Learn about our Investment Adviser Public Disclosure here.
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