Helping Women Navigate Financial Decisions With Confidence
Financial advisors for women experiencing divorce or a loss of a loved one. We are a Fiduciary, Fee-Only firm, located in New York, NY serving clients across the country.
Helping Women Navigate Financial Decisions With Confidence
Financial advisors for women experiencing divorce or a loss of a loved one. We are a Fiduciary, Fee-Only firm, located in New York, NY. serving clients across the country.
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Plan, Grow, Protect®
A Financial Planning Process That is Simple, But Powerful

WEALTH MANAGEMENT
We will help you achieve your short and long-term goals by creating a customized financial plan and investment strategy that considers all aspects of your life. We will be there every step of the way to ensure you have a plan for retirement, college expenses, taxes, charitable giving, home purchases, and so much more.

Divorce Planning
A Unique and Comprehensive Client Experience
WHAT OUR CLIENTS SAY
Jessica Barlow
August 28, 2023 via GoogleThree years ago, was a vulnerable time for me. I was working my way through a divorce, and settling down in a new phase of my life. I was quite unfamiliar with anything from a financial perspective. Forced to learn how to handle taxes, an investment portfolio, and my... Read more
Lisa Awano
July 28, 2023 via GoogleFive years ago, following the debilitating illness of one of my family members, I recognized we would need financial advice from an expert who could help us navigate this challenging time. I interviewed several financial planners, but it wasn’t until I spoke to Stacy, Avani... Read more
Ronda Zawel
June 26, 2023 via GoogleWith my divorce and various health concerns over the past few years, life has been a challenge to say the least. Starting in 2016, I was thrust into a unique financial situation that required education, guidance, and advice. Knowing nothing about stocks, portfolios, and... Read more
Liz Harwell
June 8, 2023 via GoogleMy husband and I had no experience working with a financial advisor but we knew we needed guidance and someone to take the stress out of financial planning. After research we knew we wanted a fee-only firm, preferably run by women. We really hit it on the nail with Francis... Read more
Shawn Outler
May 3, 2023 via GoogleStacy is a professional and knowledgeable woman-lead financial advisor who I’ve worked with for over a decade. Ever since our first consultation, Stacy has fully vested in my needs, wants, and long-term plans, always protecting what I’ve built. Through her feedback and... Read more
Robert Rawdin, DDS
May 2, 2023 via GoogleI found everything I was looking for in a financial advisor after I made the switch to Francis Financial. As a fee-only fiduciary firm, Stacy built a strong foundation of trust always keeping our best interests in mind. She’s assisted with our retirement and investment... Read more
Gilda Camuto
April 25, 2023 via GoogleWhen I first approached Stacy and Francis Financial, I needed clearly articulated answers to questions I had about my unique financial situation. My immediate impression of Stacy was that she was organized, personable, hands on, and genuinely interested in me and my... Read more
Jerry de St. Paer
April 7, 2023 via GoogleWe have been very well served by Francis Financial for five years. Initially impressed by their thorough onboarding process, we continue to be constantly amazed by the dedication of their team. We’ve had detailed discussions about our risk appetite, cash flow needs, retirement... Read more
Jennifer Bienstock
April 6, 2023 via GoogleFrancis Financial is an expert at providing a comprehensive oversight of our investments and finances. My husband and I have been working with Stacy as a financial planner for over five years and during that time, her services have exceeded our expectations and reassured our... Read more
erin silvers
April 4, 2023 via GoogleFrancis Financial was recommended by my divorce attorney at a vulnerable time in my life. Having a women-led financial planner was important to me and Stacy helped me establish an immediate connection. When I reached out, I had already been in the process of a lengthy divorce... Read more
h t
April 4, 2023 via GoogleThe Francis Financial team has been invaluable to me. I started working with them because I was interested in making a career change and I needed to know what my financial requirements and options were. Not only was I concerned about retirement savings, but I had some health... Read more
These reviews were voluntarily provided by our clients. Francis Financial did not compensate clients for their reviews, and those who provided reviews have no conflicts of interest. We requested ratings from all clients via email. Clients who chose to respond either wrote their own review, or collaborated with Digital Dynamo, a third-party marketing agency, to convert their spoken words into written testimonials. Each client posted their own feedback on Google. Digital Dynamo is compensated by Francis Financial on an hourly basis and does not alter client ratings or feedback.
Celebrating Over 20 years of Excellence
AdvisorHub Advisors
to Watch
2023 & 2024
Inc. Most Dynamic Women Entrepreneurs 2023
USA TodayBest Financial
Advisory Firms
2023 & 2024
ForbesTop Women
Wealth Advisors
2019-2024
Crain's
New York Notable Women
in Financial Advice 2020
Investopedia Top 100 Financial
Advisors
2019
*Advisor selection for each award was unbiased, objective and consumer-centric. No fee was required to receive these awards.
How We Have Helped Women Experiencing
Changes In Their Life
The Loss of a Loved One
Rebecca reached out to us when her husband, Mark, of over 30 years passed away. She had decided to sell her Upper East Side townhouse and downsize to a smaller apartment, and her goal was to invest the proceeds from the sale of the home and live off the income. We helped Rebecca put a financial plan in place and helped her figure out how much she could safely withdraw from her investment portfolio every year. We designed a portfolio for her that provided income to help meet her ongoing expenses. Today, Rebecca has a better understanding of her money than she ever had before. Learn MoreDivorce
Naomi, a mother of two, decided to make the difficult decision to leave her marriage after years of feeling that she wasn’t being heard. Her ex-husband was a money manager and made all the decisions about their finances. Naomi came to us in the middle of her divorce process to look over the settlement proposal she was being offered. Working with her attorney, we determined the asset split that would be optimal for her financial future, and once the divorce was finalized, we helped her track and confirm that all financial aspects of the divorce decree were completed properly. After working with us, Naomi was able to take control of her own finances, feel empowered enough to become completely independent of her ex and start to think about how she was going to thrive in this next phase of her life. Learn MoreRetirement
Jonathan and Patty had been married for over 15 years and needed a plan for retirement and for their children’s college education. They felt it was important to seek the insight of a professional as they approached major milestones in their lives. After reviewing all their assets with them, we discussed the importance of financing their retirement, first, and then designed a personalized savings plan through 529 plans for their children. With our support, they are on track to meet all their financial goals and retire, stress-free! Learn MoreInheritance
Emily joined Francis Financial’s family of clients after her mother passed away. She had just received the inheritance that her mother left for her and her two other siblings. She was a saver, and she wanted to take this money and strategically plan for her future. We walked her through our strategy for inheritance planning to help her protect her new wealth, and understand the tax implications, income planning, and how to have the biggest impact with her inherited assets. Learn MoreFamily Planning
Jennifer and Maria came to us with ambitious financial goals to become a family of three, buy a house, and retire by 60. The couple's desire to expand their family was met with careful strategic planning as we developed a detailed financial approach and considered factors like fertility treatments, donor or adoption costs, and maternity care expenses. Our team also ensured they had adequate and comprehensive insurance, carefully analyzing their employer benefits, finding often-overlooked opportunities that could significantly reduce financial stress. Exploring everything from fertility services to retirement planning, we equipped Jennifer and Maria with the knowledge needed to maximize their benefits and alleviate their financial burdens.
Download Your Free Guide to Navigating Widowhood
Financial Help for Widows
Download this guide to help prepare you, financially, and shepherd you
through any legal matters, while also providing tools to allow you
to take care of yourself, emotionally, as you navigate this difficult time.