Templeton Financial Services

At Templeton Financial Services, we're passionate about providing fixed income solutions that serve the unique needs of our clients. Founded in 2003 by Len Templeton, our team of experts combines expertise and institutional market access to build customized fixed income portfolios that meet our clients' specific investment objectives.

Our Mission

Our mission is to be the best possible partner for our clients, providing them with tailored fixed income solutions that cater to their individual needs. We take pride in our ability to engineer customized portfolios that maximize tax-free income streams, ensuring that our clients receive the most out of their investments.

Our Team

Meet our team of experienced professionals who are dedicated to providing exceptional fixed income solutions. Our team includes CEO Josh Johnson, who specializes in creating customized portfolios that meet the unique needs of our clients. Our Chief Investment Officer, Len Templeton, brings decades of experience in municipal bond portfolios and has helped build a customer base for over $3.5 billion of short-term tax-exempt products. Our Financial Analyst, Dorothy Wodka, provides valuable insights to our portfolio managers, leveraging her 15 years of experience in credit analysis.

Services

We offer a range of services designed to help our clients achieve their fixed income goals. Our services include:

• Customized fixed income portfolios that cater to individual needs and objectives
• Taxable and tax-free portfolio management
• State-specific and national portfolio management
• Security valuation and selection
• Trading and portfolio management
• Financial planning and analysis

Why Choose Us

At Templeton Financial Services, we're committed to providing our clients with exceptional fixed income solutions that meet their unique needs. We take pride in our ability to provide customized portfolios that maximize tax-free income streams, ensuring that our clients receive the most out of their investments. Our team of experts is dedicated to delivering exceptional service and building long-term relationships with our clients.