SIMPLE & ELEGANT
WEALTH MANAGEMENT

At Francis Financial, our award-winning team guides individuals and families with over $1mm in investible assets through life transitions.

Schedule Your Complimentary Consultation
Lisa

Mother, Interior Designer & Entrepreneur
Midtown, NY

SIMPLE & ELEGANT
WEALTH MANAGEMENT

At Francis Financial, our award-winning team guides individuals and families with over $1mm in investible assets through life transitions.

Schedule Your Complimentary Consultation
Lauren

Mother, Author, Entrepreneur & TV Personality
Upper East Side, NY

SIMPLE & ELEGANT
WEALTH MANAGEMENT

At Francis Financial, our award-winning team guides individuals and families with over $1mm in investible assets through life transitions.

Schedule Your Complimentary Consultation
Sandra

Mother, Widow & Philanthropist
Upper West Side, NY

SIMPLE & ELEGANT
WEALTH MANAGEMENT

At Francis Financial, our award-winning team guides individuals and families with over $1mm in investible assets through life transitions.

Schedule Your Complimentary Consultation
David & Amanda

Husband & Wife, Entrepreneurs
West Harlem, NY

SIMPLE & ELEGANT
WEALTH MANAGEMENT

At Francis Financial, our award-winning team guides individuals and families with over $1mm in investible assets through life transitions.

Schedule Your Complimentary Consultation
Steve

Father & Photo Editor
Financial District, NY

SIMPLE & ELEGANT
WEALTH MANAGEMENT

At Francis Financial, our award-winning team guides individuals and families with over $1mm in investible assets through life transitions.

Schedule Your Complimentary Consultation
Christine

Mother, Divorcee & Health Care Management Specialist
Long Island, NY

WEALTH MANAGEMENT

WEALTH MANAGEMENT

We all experience the difficulties of managing financial affairs during life changes. At Francis Financial, we help you plan, grow and protect your assets through life altering events.

DIVORCE FINANCIAL PLANNING

DIVORCE FINANCIAL PLANNING

We know the financial ramifications of a divorce can be devastating. We’re here to help you reach a settlement that fully addresses your short-term and long-term financial needs.

PLAN | GROW | PROTECT ®

Our five-step approach begins with two complimentary meetings in which we learn about your interests, values, goals, and personal and professional relationships, followed by an analysis of your current portfolio. Our goal is to ensure that you are on a secure path towards achieving your goals.