About Us

About McGee Franklin Financial Group

McGee Franklin Financial Group serves a legacy of trust that’s endured for more than 22 years and multiple generations of clients nationwide.

We value the honor of influencing decisions designed to build wealth. Because of that, we always advise our clients with transparency and a focus on education.

As our client, you’ll feel confident knowing we commit to providing effective, unbiased advice. We are a fee-based firm because it allows us to serve our clients in the most cost-effective manner.

Our team of professionals is dedicated to helping you build, manage, preserve and transition wealth. The holistic approach we take to wealth management goes beyond investing to address current and long-term financial needs, including lifetime income planning, investment management, estate planning strategies, and trust services.

Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Values

These values make up the enduring foundation of McGee Franklin Financial Group:

●       Priority: Your financial and life goals are our most important responsibility.
●       Vision: If you can Envision it, you can accomplish it.
●       Strategy: Every interaction will provide valuable strategies designed to fulfill your financial needs.
●       Quality: We continually enhance our skills and education, which allows us to provide the best possible client experience.
●       Merit: Every day is a chance to provide exceptional service.

Mission

The McGee Franklin Financial Group is dedicated to helping you achieve your life goals. We do this by understanding your needs, providing well-informed wealth advice, and devoting unparalleled service to your success.

Backed by Wells Fargo Advisors

McGee Franklin Financial Group offers strategy and recommendations with knowledge and experience gained by years of working in the best interest of our clients. We are proud to have support from Wells Fargo Advisors, which brings a wealth of resources and security for our clients.