Francis Financial was formed in 2002 with the purpose of doing things differently in the wealth management industry. This means providing clients with independent advice, transparency and individual attention. We continuously work hard to maintain the boutique feel our clients love us for.
Francis Financial was formed in 2002 with the purpose of doing things differently in the wealth management industry. This means providing clients with independent advice, transparency and individual attention. We continuously work hard to maintain the boutique feel our clients love us for.
Early in my childhood, I witnessed how devastating life could be for women who were not empowered through financial education. My grandmother stayed in an abusive marriage because she did not have the skills to effectively deal with money. That experience changed my life and drove me into the finance field. My life’s mission is to help people feel financially secure and to live the life they deserve.
My career started at a large firm where I soon realized that the difference I wanted to make required more freedom. I founded Francis Financial to create a place where our clients feel taken care of in every aspect of their financial life. It was also equally important for me that as we grew, the work environment fostered learning and personal growth for my team.
I am honored that our firm is a trusted leader in the industry. Our success is largely due to our dedicated team of financial planning professionals who make sure that each client is fully supported. I am delighted to work with a group of such talented individuals who share my passion and dedication.
Today, Francis Financial guides over 160 clients. We specialize in helping successful individuals find and maintain stable financial footing while undergoing various transitions in their lives. I couldn’t be more proud of the work we do every day.