Boutique wealth planning, Franklin, Tennessee

Wealth, planned for the life you've built.

Founded in 2007, Ftacek Financial Services guides successful families and business owners through estate strategy, investment management, and the financial decisions that shape a generation.

Schedule a private conversationMeet the team
Ftacek Financial Services team
28+Years of fiduciary experience
28+
Years of fiduciary experience
2007
Established
Fee-based
Independent fiduciary
2
Offices: Illinois & Tennessee

Who we serve

Every step of our process is customized. There are no cookie-cutter solutions.

For families

When wealth touches more than one generation, planning becomes about more than returns. We work on estate strategy, dynasty trusts, and family governance: the architecture that holds wealth together across decades.

For business owners

Selling, transitioning, or building toward a liquidity event takes years of preparation. We work on equity structure, exit timing, tax mitigation, and the post-liquidity plan, before the buyer appears.

For executives

Concentrated stock, deferred compensation, and pre-retirement complexity demand coordinated planning. We work with Brentwood and Franklin executives who need the full picture managed in one place.

How we can help
Every moving part, planned together.
ALL SERVICES →
Wealth Planning Overview
See how all the pieces work as one.
EXPLORE →
Personal Financial Planning
One coordinated plan for your whole financial life.
EXPLORE →
Investment Management
Portfolios built around your life, not a model.
EXPLORE →
Estate & Legacy Planning
Wealth that holds together across generations.
EXPLORE →
Business Succession & Exit
The three years before a sale matter most.
EXPLORE →
Group Retirement Plans
A retirement plan built for your people.
EXPLORE →
“
My clients aren’t looking for another portfolio manager. They’re looking for someone to quarterback the biggest financial decisions of their life.

Jeremy Ftacek, AIF®, Founder

Jeremy Ftacek working at his desk

How we work

01

Discovery

We begin with a private conversation, not a presentation. We want to understand the full picture before we say a word about strategy.

02

Design

We build a coordinated plan across estate, tax, investment, and succession, then walk through it together until every decision makes sense.

03

Coordination

We work alongside your CPA and attorney, not instead of them. Our role is to connect every professional and hold the whole picture.

04

Stewardship

Planning is ongoing. As your life changes, we revisit and adapt. Measured in decades, not quarters.

From the journal

Perspectives for families and business owners in Illinois, Tennessee, and beyond.

All insights
Business ownersMay 2026

The three years before a sale: what most Illinois and Tennessee founders miss

A successful exit takes longer to prepare than most owners realize. Here’s how we think about the window between the decision to sell and the day you actually do.

Read
Estate & legacyApril 2026

What most high-net-worth Illinois families miss in their estate plan

The Illinois estate tax does not work the way the federal one does. The gap can cost a family more than $600,000 at the second death.

Read
Family conversationsMarch 2026

Family governance isn’t a legal structure — it begins with a conversation

The trusts and the documents matter. But they are not what decides whether your wealth survives the people who inherit it. The conversation does.

Read
Read all insights

The Ftacek Journal

Considered perspectives, a few times a year.

Occasional notes on estate strategy, investing, business transitions, and the decisions that shape family wealth — written for our clients and friends of the firm.

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Explore More
The FirmThe people behind your plan.EXPLORE →Wealth PlanningHow every piece works as one.EXPLORE →InsightsPerspectives on the decisions that matter.EXPLORE →

Franklin, Tennessee

Begin a private conversation.

We work with a select number of families, business owners, and executives. If you’re navigating a consequential financial decision, we’d like to hear about it.

Schedule a conversation