At Francis Financial, our award-winning financial advisors guide individuals and families through life changes such as divorce, widowhood, or sudden wealth. We are a Fiduciary, Fee-Only firm, located in New York, NY, serving clients in the New York tri-state area and across the country. We are required by law to put your interests first and only 1.6% of financial advisors nationwide work this way.
We all experience the difficulties of managing financial affairs during life changes. At Francis Financial, we help you plan, grow and protect your assets through life altering events. We know the financial ramifications of a divorce can be devastating. We're here to help you reach a settlement that fully addresses your short-term and long-term financial needs.
We all experience the difficulties of managing financial affairs during life changes. At Francis Financial, we help you plan, grow and protect your assets through life altering events. We know the financial ramifications of a divorce can be devastating. We're here to help you reach a settlement that fully addresses your short-term and long-term financial needs.
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Our Team
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Our collaborative approach ensures the quality of our work and gives you the attention you deserve. Each member of our award-winning team strives to develop professionally and personally on an ongoing basis, in order to provide you with top-notch wealth management advice. Stacy's passion for helping others through financial planning and investment management is uncommon.
Our Story
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Francis Financial was formed in 2002 with the purpose of doing things differently in the wealth management industry. This means providing clients with independent advice, transparency and individual attention. We continuously work hard to maintain the boutique feel our clients love us for. Early in my childhood, I witnessed how devastating life could be for women who were not empowered through financial education.
Services
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We all experience the difficulties of managing financial affairs during life changes. Stress is common even with happy events such as retirement or a financial windfall, and amplified during difficult life events such as divorce or loss of a spouse. At Francis Financial, we help you plan, grow and protect your assets through life altering events.
Wealth Management Process
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Francis Financial delivers comprehensive wealth management services to individuals and families in New York and nationwide. We specialize in working with women going through significant life transitions, such as widowhood or coming into sudden wealth, and also work with all those wishing to establish long-term financial stability.
Divorce Planning Process
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Francis Financial provides divorce financial planning that will help you establish financial stability in the wake of your divorce or separation. As Certified Divorce Financial Analysts we will remove any confusion you have about your financial future, and ensure you are protected for the long-term.
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