Franklin Legacy Financial, LLC

Overview

Franklin Legacy Financial, LLC is a small, independent registered investment adviser that combines advisory work with insurance brokerage. The firm focuses on financial planning and portfolio management for individuals and small businesses, serving a client base of individual and family investors. Investment activity is equity‑centric: the adviser tilts client portfolios toward exchange‑traded equities and uses those public‑market instruments as the primary building blocks of its allocations. The firm does not position itself as an ESG investor and operates from a single office footprint rather than as a multi‑state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices