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.
Francis Financial has reviewed the criteria for these awards and believes that any questionnaire or survey used to select Francis Financial is structured so that it is equally easy for a participant to provide favorable and unfavorable responses, and is not designed or prepared to produce any predetermined result.
2022 Excell Represent Women in Wealth Management “Community Impact Award” – Stacy Francis
2022 RIA Edge "11th Fastest Growing Women-Owned RIA Firm" – Francis Financial
2018 National Association of Personal Financial Advisors “NCEF Pro Bono Service Award” – Stacy Francis
2015 Invest in Others “Community Leadership Catalyst Award Finalist” – Stacy Francis
2015 Wealth & Money Management “Client Focused Boutique Wealth Management - New York” & 2014 “Wealth Management Boutique of the Year – New York”
2014 Wealth & Money Management “Divorce Financial Planning Team of the Year - USA"
2014 - 2020 CNBC Financial Advisor Council - Stacy Francis
2013 Financial Planning Magazine “Pro Bono Award” - Stacy Francis
2013 CNN Money Magazine “National Money Hero” - Stacy Francis
2013 Financial Planning Magazine “Pro Bono Award” - Stacy Francis
2013 CNN Money Magazine “National Money Hero” - Stacy Francis
2013 Financial Planning Association “Heart of Financial Planning Award” - Stacy Francis
*A small administrative fee was required to participate in the application process for this award.