Eric is an Accredited Asset Management Specialist (AAMS) and Accredited Wealth Management Advisor (AWMA). He believes that client education, communication and proper risk management are keys to investment and financial success. Eric holds his Securities Series 7, 63, and 66 registrations through LPL Financial and licensed for life and health insurance with the state of Tennessee. Eric and wife, Carrie, reside in Lewisburg and have three wonderful children.
Michael specializes in wealth accumulation strategies, retirement planning, and estate planning strategies. Michael's goals are to develop customized financial plans for each individual client that will help them address their financial goals and objectives. His client base consists of pre-retirees, retirees, business owners, and professionals. Michael holds his Securities Series 7, 63, 24, 31 and 66 registrations through LPL Financial as well as his life and health insurance license for the state of Tennessee. He enjoys spending time with his wife, Mitzi, and three kids, Abby, Mary Jane, and Riley.
What Makes Us Different
“Experience the Difference”
When we say “Experience the Difference”, we mean it. From the moment you walk in the door, you are treated like family. We have a personal relationship with our clients and make it our business to know your aspirations and dreams, so we can help you work towards them. At Frankewing Wealth Management, relationships are the foundation of our business.
In order to maintain the high quality of service our clients have come to expect, we limit our number of new clients each year. Many advisors take every new client that comes through the door because they are solely focused on their quota or how much money they can make. At Frankewing Wealth Management we are solely focused on the “Difference” we can make.
Call us today so you can “Experience the Difference” and let us show you how we can add value to your life.
Products and Services
At Frankewing Wealth Management, we provide assistance in the following areas:
- Traditional Investments
- Mutual Funds
- Government Securities
- Alternative Investments
- Business Retirement Plans
- Estate Planning
- Insurance Planning
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What's a suitable approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
*LPL Financial Representatives offer access to Trust Services through The Private TrustCompany N.A., an affiliate of LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (AL, CO, FL, GA, IN, KY, MI, MS, NY, OH,OR, SC, TN).
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Not FDIC Insured
Not Bank Guaranteed
May Lose Value
Not insured by any Federal Government Agency
Not a Bank Deposit