Serving Franklin & Surrounding Communities

Your money deserves a plan as thoughtful as the life you've built

At Councill Wealth Management, we partner with you to craft investment strategies, retirement roadmaps, and financial plans that align with your values — not just your portfolio.

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Councill Wealth Management office in Franklin, VA

Personalized Wealth Management

Tailored strategies for every stage of life

Whether you're planning for retirement, growing your investments, or protecting what matters most, we provide the guidance and clarity you need to move forward with confidence.

Investment Management & Advisory

Retirement Planning & Income Strategies

Risk Management & Insurance Solutions

Client Assets

Growing

Since

Franklin, VA

Trusted by
local families

What We Do

Comprehensive financial services, tailored to you

From investment management to retirement income planning, we offer the full spectrum of wealth management services — all under one roof, all designed around your goals.

Investment Management

Customized portfolios built around your risk tolerance, time horizon, and financial objectives. We manage with discipline and transparency.

Retirement Planning

A clear roadmap for your retirement years — from savings strategies and Social Security timing to sustainable income distribution.

Risk Management

Protect your wealth and your family with thoughtful insurance solutions — life, disability, long-term care, and more.

Tax Strategy

Work with us to structure your finances in a tax-efficient way — from account selection to withdrawal planning in retirement.

Estate Planning

Preserve your legacy with careful estate planning — ensuring your assets are distributed according to your wishes, efficiently and with confidence.

Education Funding

Help your children or grandchildren reach their goals with tailored 529 plans and education savings strategies that fit your budget.

Councill Wealth Management team meeting with a client in Franklin, VA

"We treat every client's financial future as if it were our own."

About Us

A trusted partner rooted in the Franklin community

Councill Wealth Management is a local financial advisory practice based in Franklin, Virginia. We believe that strong financial guidance starts with understanding — understanding your goals, your concerns, and the life you're working toward.

Our approach is straightforward: we listen first, then build a plan that fits your unique situation. No pressure, no jargon — just honest, personalized advice from a team that cares about your success.

Local

Community-focused

Personal

One-on-one attention

Transparent

Clear fees, clear advice

Trusted

Long-term relationships

How It Works

Getting started is simple

Three straightforward steps to take control of your financial future.

Schedule a Conversation

Reach out by phone or email to set up a complimentary consultation. We'll learn about your goals and answer any questions you have.

Build Your Plan

We'll review your current financial picture and design a customized strategy — investments, retirement, insurance, or all of the above.

Grow With Confidence

Once your plan is in place, we manage the details and keep you informed. You focus on living — we handle the rest.

Client Stories

What our clients say

"Councill Wealth Management helped us feel confident about retirement for the first time. They took the time to understand our situation and created a plan that actually made sense to us."

Margaret T.

Retiree, Franklin

"After years of managing investments on my own, I finally found a team I can trust. They explain everything clearly and are always available when I have questions."

Robert D.

Business Owner, Mecklenburg

"We were overwhelmed by all the options for our children's education fund. Councill walked us through everything and put a plan in place that we're comfortable with."

Sarah & James K.

Parents, Franklin

Ready to take the next step?

Whether you're just starting to think about retirement or you're looking to refine your current strategy, we'd love to hear from you. The first conversation is always free.

Get in Touch

We'd love to hear from you

Have a question or ready to schedule a consultation? Reach out using any of the methods below, or fill out the form and we'll get back to you promptly.

Phone

(175) 756-2615

tedens@anchor-financial.com

Address

407 N Main St, Franklin 23851-1435

Send Us a Message

Fill out the form below and we'll respond within one business day.

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