Francis Financial, Inc. Employee Directory

Financial ServicesNew York, United States11-50 Employees

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.

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