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Awards

Awards

Francis Financial has been honored with awards such as Forbes Top Women Wealth Advisors and Best-in-State Wealth Advisors, Crain's Notable Women in Financial Advice, Investopedia 100 Top Financial Advisors in the United States and other notable industry organizations. These recognitions name us as a top advisor in the industry, and notably for women. Selection for each award was unbiased, objective and consumer-centric. No fee was required to receive these awards.

award winner

2022 Excell Represent Women in Wealth Management “Community Impact Award” – Stacy Francis

RIA Edge

2022 RIA Edge "11th Fastest Growing Women-Owned RIA Firm" – Francis Financial

Forbes logo

2019 - 2022 Forbes "America's Top Women Wealth Advisors Best-In-State" – Stacy Francis

Forbes logo

2019-2022  Forbes "Best-In-State Wealth Advisors” – Stacy Francis

CrainsNewYork

2020 Crain's New York Business "Notable Women in Financial Advice" – Stacy Francis

Francis-Financial-AHQ-2016-2020-Award

2016 - 2020 Advisory HQ “Top 10 Best Financial Advisors in New York, NY” – Francis Financial

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2019 – Investopedia “100 Top Financial Advisors” – Stacy Francis

CNBC Financial Advisor Council 2015

2014 - 2020 CNBC Financial Advisor Council - Stacy Francis

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2018 National Association of Personal Financial Advisors “NCEF Pro Bono Service Award” – Stacy Francis

Investment News Women to Watch

2016 Investment News “Women to Watch” – Stacy Francis

Executive Management Awards

2015 Invest in Others “Community Leadership Catalyst Award Finalist” – Stacy Francis

Wealth and Money Management Award

2015 Wealth & Money Management “Client Focused Boutique Wealth Management - New York” & 2014 “Wealth Management Boutique of the Year – New York”

SMART CEO

2014 SMART CEO “Brava Award”- Stacy Francis

Wealth Money Management Award

2014 Wealth & Money Management “Divorce Financial Planning Team of the Year - USA"

Pro Bono Awards

2013 Financial Planning Magazine “Pro Bono Award” - Stacy Francis

CNN Money

2013 CNN Money Magazine “National Money Hero” - Stacy Francis

FPA

2013 Financial Planning Association “Heart of Financial Planning Award” - Stacy Francis

CNN Money

2013 CNN Money Magazine “National Money Hero” - Stacy Francis

Pro Bono Awards

2013 Financial Planning Magazine “Pro Bono Award” - Stacy Francis

FPA

2013 Financial Planning Association “Heart of Financial Planning Award” - Stacy Francis

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Francis Financial

39 Broadway
Suite 1730
New York, NY 10006
(212) 374-9008

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