Francis Financial, Inc. is a boutique wealth management firm specializing in personalized financial planning and investment management services. Based in New York, we focus on helping individuals and families achieve financial independence, with a strong emphasis on comprehensive financial planning, retirement strategies, and wealth preservation. At Francis Financial, we work closely with our clients to develop customized financial strategies that align with their unique needs and long-term goals.
Our services include investment management, tax optimization, retirement planning, estate planning, and risk management. We take a holistic approach to wealth management, ensuring that every decision you make supports your broader financial objectives. As fiduciaries, we are committed to acting in your best interest at all times, providing transparent and unbiased advice.
At Francis Financial, we also specialize in helping women navigate financial challenges, particularly those going through major life transitions such as divorce or widowhood. With our client-first philosophy and a deep understanding of life’s financial complexities, we offer the tools and support needed to help clients achieve financial security and lasting peace of mind.
