Francis Financial, Inc. is a boutique, fiduciary wealth management and financial planning firm headquartered in New York City. Established in 2003, the firm has built a national reputation for its compassionate and comprehensive approach to guiding women and couples through major life transitions such as divorce, widowhood, and retirement. At its core, Francis Financial is driven by a clear mission: to improve the lives of clients through financial and personal empowerment. This mission is not only reflected in the firm’s services but also deeply embedded in its culture, leadership, and client relationships.
A Founder’s Vision Rooted in Empowerment
Founded by Stacy Francis, CFP®, CDFA®, CES™, Francis Financial was born out of a deeply personal motivation. Francis was inspired by her grandmother’s experience—an intelligent and capable woman who remained in an abusive marriage due to lack of financial independence. Witnessing that hardship instilled in Francis a lifelong commitment to helping women gain the financial confidence and security they need to live empowered lives. This personal story continues to shape the firm’s identity, informing its empathetic, education-focused approach to wealth management.
Over the past two decades, Francis Financial has evolved into one of the leading women-focused advisory firms in the country. Its work centers around providing financial guidance that integrates both technical expertise and emotional understanding.
Comprehensive Financial Planning with a Personal Touch
The firm’s advisors recognize that clients going through divorce, loss, or other transitions often face a unique set of emotional and logistical challenges that go beyond traditional investment advice. To meet those needs, Francis Financial provides holistic planning that encompasses investment management, tax strategy, estate planning, insurance analysis, charitable giving, and retirement projections. Every financial plan is customized to reflect the client’s personal goals, life circumstances, and values, ensuring that financial security aligns with emotional well-being.
The firm’s philosophy rests on the fiduciary standard, meaning that Francis Financial and its advisors are legally and ethically bound to act solely in the best interests of their clients. As a fee-only firm, Francis Financial does not earn commissions or incentives from selling financial products, eliminating conflicts of interest and ensuring that all advice remains transparent and client-centered. Each client is supported by a dedicated team of three professionals, allowing for an exceptionally high level of attention and collaboration.
Specialized Expertise in Divorce and Life Transitions
Francis Financial is particularly well-known for its expertise in divorce financial planning. The firm assists clients before, during, and after divorce, offering clarity on complex financial issues such as asset division, alimony, child support, and long-term cash flow planning. Through specialized designations such as the Certified Divorce Financial Analyst® credential, the firm’s advisors are equipped to analyze settlement proposals and model the long-term financial implications of various outcomes. Beyond the numbers, they help clients envision and rebuild their financial lives post-divorce, transforming uncertainty into confidence.
Similarly, for widowed clients, the firm provides tailored guidance designed to reestablish financial stability, manage inherited assets, and create a sustainable plan for the future.
Commitment to Education and Advocacy
Another key differentiator is the firm’s emphasis on education. Francis Financial believes that empowering clients with knowledge is the foundation for lifelong financial health. To that end, the firm offers workshops, articles, and research focused on women’s financial issues. Its educational initiatives extend beyond its client base—Stacy Francis also founded Savvy Ladies, a nonprofit organization that provides free financial education and resources to women of all backgrounds. Through these combined efforts, Francis Financial has helped thousands of women across the United States gain greater financial confidence and independence.
Recognition and Industry Leadership
Over the years, Francis Financial has earned widespread recognition for excellence in financial planning and client service. The firm and its founder have been featured on prestigious lists including Forbes’ Top Women Wealth Advisors, Newsweek’s America’s Top Financial Advisory Firms, and USA Today’s Best Financial Advisory Firms. These accolades reflect both the technical proficiency and the compassionate culture that define the organization.
Despite its growth and national acclaim, Francis Financial has remained committed to maintaining a boutique size and a personal touch. The firm continues to serve a select group of high-net-worth individuals and families, ensuring that every relationship receives the time, care, and customization it deserves.
Values that Shape the Client Experience
The culture within Francis Financial is rooted in five core values: passion, excellence, communication, integrity, and support. These principles guide the firm’s internal operations and its interactions with clients. The team strives to create a judgment-free environment where clients feel both respected and understood. Advisors are not only financial experts but also trusted partners who help clients make informed decisions during some of life’s most challenging moments. Regular meetings, proactive communication, and thoughtful planning ensure that each client’s financial strategy remains aligned with their evolving goals and circumstances.
Looking Ahead: A Future Built on Empowerment
As Francis Financial looks to the future, it continues to strengthen its position as a leader in women-focused financial advisory services. The firm’s approach—combining fiduciary responsibility, specialized expertise, and deep empathy—has proven to be especially relevant in an era when more women than ever are assuming control of their finances. Whether guiding a recently divorced client toward financial independence or helping a widow navigate estate complexities, the firm’s mission remains unwavering: to serve as a trusted partner during life’s most pivotal transitions.
Ultimately, Francis Financial stands as more than a wealth management firm; it is a source of empowerment and transformation for its clients. Through its combination of financial acumen, compassionate service, and unwavering advocacy for women’s financial well-being, the firm continues to redefine what it means to be a modern fiduciary advisor. With a strong foundation built on trust, expertise, and purpose, Francis Financial remains dedicated to helping clients not only manage their wealth but also reclaim their confidence, independence, and peace of mind.
Stacy Francis, President & CEO
Stacy Francis is a nationally acclaimed financial expert with more than two decades of experience in the wealth management industry. She is among only twenty of the nation’s top financial professionals selected to serve on CNBC’s Digital Financial Advisor Council. A respected voice in her field, Stacy is frequently featured in prominent media outlets including Forbes, Kiplinger, The Wall Street Journal, and USA Today.
“We guarantee to do everything in our power to make sure you’re financially secure and on track, and we promise to be with you every step of the way.”
