Francis Financial, Inc.

Francis Financial, Inc. – Empowering Financial Futures with Expertise and Care

Francis Financial, Inc. is a premier wealth management and financial advisory firm located in the heart of Manhattan, New York City. With a steadfast commitment to providing personalized financial solutions, the firm specializes in helping individuals, families, and businesses achieve their financial goals through expert guidance and tailored strategies. Known for its client-centric approach, Francis Financial has earned a reputation as a trusted partner for those seeking clarity and confidence in their financial lives.

Comprehensive Wealth Management Services

At Francis Financial, clients benefit from a wide range of services designed to address every aspect of their financial well-being. The firm offers comprehensive wealth management solutions that include investment management, retirement planning, tax optimization strategies, and estate planning. By taking a holistic approach to financial planning, the team ensures that each client’s unique needs are met with precision and care.

One of the standout features of Francis Financial is its dedication to creating customized investment portfolios that align with clients’ risk tolerance, time horizons, and long-term objectives. The firm’s experienced advisors leverage cutting-edge technology and market insights to design strategies that maximize growth while minimizing risk.

Specialized Expertise in Divorce Financial Planning

Francis Financial is particularly renowned for its expertise in divorce financial planning. Recognizing the complexities and emotional challenges associated with divorce, the firm provides specialized support to individuals navigating this life transition. Their Certified Divorce Financial Analysts (CDFA®) work closely with clients to ensure equitable settlements and secure financial futures post-divorce.

The team assists with analyzing assets, evaluating settlement options, projecting future cash flow scenarios, and understanding tax implications. This level of expertise has made Francis Financial a go-to resource for attorneys and mediators seeking reliable financial analysis during divorce proceedings.

Empowering Women Through Financial Education

A core mission of Francis Financial is empowering women to take control of their finances. The firm actively supports women who are rebuilding their lives after divorce or loss by offering educational resources and compassionate guidance. Through workshops, webinars, and one-on-one consultations, they help women gain confidence in managing their wealth independently.

Award-Winning Team Committed to Excellence

Founded by Stacy Francis—a highly respected leader in the financial industry—Francis Financial boasts an award-winning team of professionals dedicated to delivering exceptional service. The firm has been recognized for its innovative approach to wealth management and unwavering commitment to ethical practices.

Clients can trust that they are working with seasoned experts who prioritize transparency and integrity at every step of the process.

Your Partner for Lifelong Financial Success

Whether you’re planning for retirement, navigating a major life change like divorce or inheritance, or simply looking for expert guidance on growing your wealth sustainably, Francis Financial is here to help you achieve peace of mind. With decades of experience serving clients across Manhattan and beyond, this boutique firm combines technical expertise with genuine care—making it an invaluable partner on your journey toward lifelong financial success.