Byrne Financial Freedom LLC, a Registered Investment Advisory Firm and trusted name in financial planning in Franklin for over a quarter-century, remains dedicated to its path of education and financial empowerment. Led by CEO and owner Joe Byrne, who you might spot enjoying a round of golf at Franklin Country Club or catching a show at the Black Box theater. His two sons, Brian, and Chris have made it their mission to spread financial literacy and understanding to the next generation of investors.

Byrne specializes in retirement and college planning; the firm’s primary goal is to help clients feel secure in their financial future. Their approach is hands-on, with advisors taking the time to understand each client’s unique financial situation, risk tolerance, and long-term objectives. Partnering with LPL Financial, the largest independent broker-dealer in the nation, ensures clients have access to unbiased investment options tailored to their needs.

Education is a cornerstone of their service. Whether through informative seminars, user-friendly website tools, or personalized meetings, the team strives to simplify complex financial topics and keep clients informed every step of the way. Check out the Byrne Financial Freedom Facebook page for updates on their annual educational events at Franklin Country Club. 

The objective of this family-run company is to assist individuals across all phases of life. Whether you’re in your 20s or 30s embarking on your career journey, nearing retirement, or anywhere in between, Byrne Financial offers tailored services to address your needs. Brian Byrne highlights, “Many individuals are stumped when they receive their first job and are tasked with setting up their 401k; they’re unsure about how much to contribute and where to begin selecting investments.” To support newcomers to the workforce, Byrne Financial has curated a webpage dedicated to the next generation of young investors. Visit byrnefinancialfreedom.com.

Joe Byrne takes pride in his active involvement within the local community. Having raised his three sons in Norfolk, he values the importance of networking. Throughout the years, Joe has served on the board of directors for Dean College, the Home for Little Wanderers, and has been a member of St. Mary’s Church in Franklin. Additionally, he has contributed his time to the board of the Franklin Country Club.

Byrne Financial is a pivotal resource for a diverse range of clients, offering comprehensive financial solutions tailored to their unique needs and circumstances. For those approaching retirement, families saving for future educational purposes, or those undertaking estate planning, and tax strategies, we have a network of experts to guide our clients.

We work with local businesses and employees of both small and large companies, who can engage with the wealth advisors at Byrne Financial for comprehensive financial assistance, optimizing 401(k) plans, strategically leveraging tax savings for retirement, and establishing IRAs. The expertise in investment management provided by Byrne Financial is equally crucial for business owners, not just their employees. For business owners to contemplate retirement confidently, they must feel assured about their financial standing.

As a part of their family-run business model, Brian explains how they are always available for their clients: “We always answer the phones, and we are always available. Ensuring exceptional customer service is our highest priority.” 

The first step to clarity in your financial future is to pick up the phone and ask questions. As a fiduciary firm, Byrne Financial is required to always put the needs of the clients first.  Whether it’s a question of what type of investment account is right for you OR what to do with excess cash in your bank account, Byrne Financial is here to help. Call (508) 528-9366 or stop in the office in downtown Franklin at 11 East Street.

April 2024 marks the two-year anniversary of their second office, located in the Gulf Coast Town Center, Fort Myers, Florida.

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