Financial planning and wealth management for physicians, business owners, and high-income professionals seeking clarity, confidence, and long-term financial independence.
Stephen Franklin founded Franklin Oak Capital on a foundational belief: that access to sophisticated, personalized financial guidance should not be reserved for the ultra-wealthy. With a background spanning financial planning, wealth management, and advanced study in finance and economics, Stephen brings both technical rigor and genuine care to every client relationship he stewards.
Throughout his career, Stephen has worked closely with physicians, business owners, and high-income professionals navigating complex financial decisions—from student loan strategy and compensation structuring to long-term wealth accumulation and multi-generational estate planning. He understands that for many of his clients, their financial picture is intricate, their time is limited, and the stakes are high.
At Franklin Oak Capital, Stephen serves not as a product vendor but as a trusted advisor and thinking partner. His approach is disciplined, independent, and grounded in what matters most to each family he serves: building lasting financial security and preserving wealth across generations.
Franklin Oak Capital works with a select group of clients whose financial complexity demands more than a transactional relationship. We serve those who have earned significant income and are ready to steward it with intention.
We believe informed clients make better decisions. These resources are designed to bring clarity to complex financial topics—no jargon, no sales pitch.
A curated collection of frameworks and tools to help physicians and healthcare professionals build a sound financial foundation—from residency through practice and beyond.
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Every meaningful financial relationship begins with a conversation. We invite you to schedule a complimentary introductory call with Stephen Franklin to discuss your goals, ask your questions, and determine whether Franklin Oak Capital is the right fit for where you are—and where you want to go.
A 30-minute introductory call with no obligation. We'll discuss your current financial situation, your goals, and whether working together makes sense.