Francis Financial, Inc. is a boutique wealth management and financial planning firm dedicated to empowering women to navigate financial decisions with confidence. We serve individuals and families nationwide, specializing in guiding women who have lost a spouse or are going through divorce. Our fee-only approach promises objectivity in our recommendations and services, providing fiduciary loyalty and financial peace of mind to our family of clients. We specialize in working with clients who have approximately $2 million or more in investible assets.
Recognized by Forbes, USA Today, Financial Planning, Money.com, and Newsweek as one of the top financial advisory firms, we take a holistic approach to client support. Our team, which includes Certified Financial Planners (CFP®) and Certified Divorce Financial Analysts (CDFA®) offers expert guidance through life’s most challenging financial transitions. Whether navigating the complexities of divorce—such as asset distribution, alimony, tax planning, and long-term financial security—or managing the financial realities of widowhood, including estate settlement, survivor benefits, and investment strategy adjustments, we provide clear, independent insights to help our clients move forward with confidence.
We collaborate closely with divorce attorneys, trust & estate attorneys, coaches, therapists, and other professionals to ensure comprehensive financial guidance.
Visit www.francisfinancial.com to learn more, tune in to our podcast, and access free resources on divorce and widowhood.
Company Details
- Employees
- 21
- Founded
- -
- Address
- 39 Broadway,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- francisfinancial.com
- Keywords
- Fee-Only Financial Planning, Fee-Only Wealth Management, Fee-Only Divorce Financial Planning, Women-Centric Client Base, Fee-Only Financial Advisory for Widows.
- HQ
- New York, NEW YORK
Francis Financial, Inc. Questions
Francis Financial, Inc.'s website is francisfinancial.com
Francis Financial, Inc.'s LinkedIn profile is https://www.linkedin.com/company/francisfinancialinc
Francis Financial, Inc. has
21 employees.
View email and phone details for 21
employees at Francis Financial, Inc..
Francis Financial, Inc.'s industry is
Financial Services
Francis Financial, Inc.'s top competitors are
Novi Wealth Partners,
Drucker Wealth,
Manhattan Wealth Management Group,
Wealthspire Advisors,
Altfest Personal Wealth Management,
Satovsky Asset Management,
Savvy Ladies,
Ellevest,
Williams Jones Wealth Management,
Forbes Finance Council.
Francis Financial, Inc.'s categories are Financial Services
Francis Financial, Inc.'s founding year is 2002
