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Advanced Wealth Strategies

Ann Arbor, Michigan

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Newfound Associates

Boston, Massachusetts

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Rainey and Randall Investment Ma

Celebration, Florida

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Prosperity Planning, Inc.

Kansas City, Missouri

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Creative Money LLC

Seattle, Washington

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BSW Wealth Partners, a Public Benefit Corporation

Denver, Colorado

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Vigilant Capital Management

Portsmouth, New Hampshire

Halbert Hargrove

Long Beach, California

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TrustCore Financial Services

Brentwood, Tennessee

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New York Blood Center

St. Paul, Minnesota

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Marshall Wealth Management Group

Pasadena, California

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GW Financial, Inc.

Nationwide

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Ameriprise Financial

Irvine, California

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Private Wealth Asset Management

Midland, Texas

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KLM Financial, Inc (Securites cleared through LPL Financial)

Lexington, Massachusetts

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AdvicePeriod

Millbrae, California

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Jordan Park Group

San Francisco, California

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Lead Advisor – Remote flexibility
Francis Financial, Inc.
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About Francis Financial, Inc.
Message from the Founder, Stacy Francis: Early in my childhood, I witnessed how devastating life could be for women who were not empowered through financial education. My grandmother, Myra, 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 to a career in finance. 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 twenty years ago to create a place where our clients feel taken care of in every aspect of their financial life. We work with women going through difficult changes in their lives. We provide a judgement-free space, in which we prioritize compassion and kindness and are here as a support system, advocating and listening to our clients. Our goal is for our clients to feel confident and comfortable with money, by educating them and empowering them to live their life to the fullest. 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. Each one of our team members lives by our core values – passion for excellence, compassion, communication, integrity, and supportive attention - and brings them to their work every day, to our relationships with each other, and to every client. I continued in my mission to increase financial education for women by also founding the non-profit 501(c)(3) organization, Savvy Ladies, which is now run by a board of 25. Through its unique programming, Savvy Ladies helps women across the spectrum of ages, life experiences, and income levels, empowering them to identify their goals, make proactive choices about their finances, and lead richer, more rewarding lives. I couldn’t be prouder of the work we do every day at Francis Financial and our amazing team!
Connections working at Francis Financial, Inc.
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