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.

Name	Location	Years of experience
Natalie Colley	New York, NY	5
Stacy Francis	New York, NY	11
Michael Gawlik	New York, NY	17
Matthew Haertzen	New York, NY	13
Shweta Lawande	New York, NY	5
Madison Mount	New York, NY	4
Avani Ramnani	New York, NY	9
Brenda Sakon	New York, NY	4
Alexandra Shepis	New York, NY	5
Daniel Smith	New York, NY	3

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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