Benjamin D. Franklin, Sr. CFP<sup>&reg;</sup> - Financial Advisor

Benjamin D. Franklin, Sr. CFP®

/RCPA/EA/CWS/AIF

Senior Wealth Advisor

Franklin Wealth Advisors, Inc.

1606 Willow View Rd, Ste 2-F
Urbana, IL 61802
FINANCIAL ADVISOR'S WEBSITE
(800) 337-7526
(217) 337-7526
CONNECT WITH Benjamin
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General

Benjamin Franklin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Franklin Wealth Advisors, Inc. in Urbana, IL and the surrounding communities.

Financial Advisor Overview

Our mission at Franklin Wealth Advisors, Inc is rather simple in text and yet extremely complex in deed.
 
Our mission is to glorify Jesus Christ as faithful stewards providing professional, client-centered, risk-averse financial planning services through both our local firm and a network of called, all-in wealth advisors.
 
It is to that end that we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
 
Integrity, Wisdom, and Experience from us equal Confidence in your Financial Future for you!
 
We are a full-service financial planning firm that has been in business for over 50 years.  Started by Ben's father, Lewis, and Ben's eldest brother, George, our company has been around longer than many advisors have been alive!  We are also one of only a handful of firms to have a father-son team that have both obtained the CFP® certificate.
 
While we are based in central Illinois, we have clients located all over the United States and abroad.  We are committed to helping our clients define and pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information in an unbiased and down-to-earth fashion.
 
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.
  • Investment Planning
  • Tax Planning
  • Retirement Income Strategies
  • Estate Planning
  • Insurance and Annuity Planning

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Financial Advisor Experience

Ben Franklin CFP®, CPA, EA, AIF®, MPAS®
Managing Director & Senior Advisor
 
Ben is the Managing Director and Senior Wealth Advisor at Franklin Wealth Advisors, Inc.  Personally, he has almost 4 decades of experience in the financial services industry. He has provided comprehensive financial planning services to clients in all walks of life.
 
Ben received his CFP® certification in 1987, became an Enrolled Agent in 1991, passed the CPA exam in 1997, passed the first-level CFA exam in 2000, and earned the CWS® designation in 2010. The CWS® designation is a highly acclaimed program because it is about both knowledge and application – it reflects Ben's desire to become his client's most trusted advisor.
 
Ben has a Master of Science Degree in Financial Planning through the College for Financial Planning in Denver, CO.
 
Ben attained the AIF® credential in 2015.  Attainment of the AIF credential demonstrates understanding of the Prudent Practices and methodology. In 2015,
 
Ben also attained the designation MPAS®, Master Planner Advanced Studies. According to the College for Financial Planning website, the MPAS® designation is the most advanced professional designation in the financial services industry.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Other - EA, CWS

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Cetera Financial Group

Broker-Dealer Disclaimer

Securities offered through First Allied Securities, Inc.  A Registered Broker Dealer Member FINRA/SIPC  Advisory Services offered through First Allied Advisory Services, Inc.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Career Change, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Real Estate, Insurance, Job Loss, Retirement, Life Planning, Succession Planning, Sudden Wealth, Men's Finances, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources