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Francis Financial, Inc. Logo
Francis Financial, Inc.

New York, New York

MiTek USA, Inc. Logo
MiTek USA, Inc.

Chesterfield, Missouri

Vigilant Capital Management Logo
Vigilant Capital Management

Portsmouth, New Hampshire

TrustCore Financial Services Logo
TrustCore Financial Services

Brentwood, Tennessee

Marshall Wealth Management Group Logo
Marshall Wealth Management Group

Pasadena, California

Fineman CPA Group Logo
Fineman CPA Group

Canton, Massachusetts




Milwaukee , Wisconsin

Koa Wealth Management Logo
Koa Wealth Management

San Diego, California

Network for Oregon Affordable Housing (NOAH)

Portland, Oregon

Francis Financial, Inc. Logo
Francis Financial, Inc.

New York, New York

Francis Financial, Inc. Logo
Francis Financial, Inc.

New York, New York

Oregon Tech

Klamath Falls, Oregon

G1 Partners, LLC

Park Ridge, Illinois


Stamford, Connecticut

STAR Financial Bank

Fort Wayne, Indiana

STAR Financial Bank

Fort Wayne, Indiana

Parallel Advisors, LLC Logo
Parallel Advisors, LLC

San Francisco, California

Wilken & Company, P.C., CPAs Logo
Wilken & Company, P.C., CPAs


NACM Connect Logo
NACM Connect

Rolling Meadows, Illinois

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Associate 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!
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