A complete list of active advisors currently associated with Francis Wealth Solutions, LLC
Warmer can help you find a great advisor at Francis Wealth Solutions, LLC or one who fits your needs even better.
The firm provides investment management and wealth management services to individuals, high‑net‑worth clients, and businesses, offering tailored portfolio management across stocks, mutual funds, bonds and municipal securities. Client relationships are governed by written investment management agreements and the firm reports managing a small client base with roughly $2.48 million in discretionary assets. The firm’s investment approach combines fundamental, technical, quantitative and qualitative analysis, and describes its process as academically grounded with an emphasis on long‑term planning tied to clients’ time horizons and legacy goals. Portfolios are managed on a discretionary, ongoing basis with regular monitoring and rebalancing, and the firm may employ ETFs, options and related instruments as part of its strategies. Noteworthy features include the principal’s advanced academic and research background in engineering physics and experience in computational physics, artificial intelligence and machine learning, which the brochure identifies as informing the firm’s quantitative and model‑driven elements. The firm’s small scale, the principal’s concurrent full‑time scientific consulting activities, and an explicit willingness to implement concentrated, long‑term strategies that can produce multi‑year interim underperformance distinguish it from many peers.
To learn more about the advisors currently working at Francis Wealth Solutions, LLC, 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 |
|---|---|---|
West Springfield, VA
| 5
|
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