A complete list of active advisors currently associated with Francis Financial

Warmer can help you find a great advisor at Francis Financial or one who fits your needs even better.

Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual clients, including high‑net‑worth households. The firm provides investment supervisory services, individualized portfolio management, comprehensive financial planning, and divorce financial planning. The firm develops personalized investment policy statements and manages accounts on either a discretionary or non‑discretionary basis, employing asset allocation, mutual fund/ETF analysis and a mix of long‑ and short‑term strategies with quarterly portfolio reviews. Francis Financial may engage third‑party discretionary managers for portions of client assets and implements strategies using institutional custody and trading services. Francis Financial publishes a monthly newsletter and maintains a website blog focused on women’s financial well‑being, and it occasionally offers free educational workshops and speaking engagements, directing any third‑party compensation to the non‑profit Savvy Ladies. The firm also includes advisors who hold the Certified Divorce Financial Analyst designation and offers specialized divorce financial planning, a service emphasis that differentiates it from many peers.

To learn more about the advisors currently working at Francis Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.