Stacy Francis (CDFA, CFP®)

Stacy Francis focuses in the
following client markets or areas of practice:

Divorce Planning

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Women's Financial Planning Issues

Planning Specialties

We can help you: Control your spending · Increase your savings · Preserve and grow your assets · Avoid excess taxes · Retire comfortably · Fund education expenses · Purchase the home of your dreams · Protect against financial risks · Start your dream business · Strengthen your portfolio · Reach a workable divorce settlement · Stabilize your situation · Handle your money with confidence · Achieve financial security · Activate your life dreams

Additional Information

Francis Financial is a boutique wealth management and financial planning firm specializing in high net worth individuals and families with over $2MM in investable assets and dedicated to providing you personalized financial guidance. Our comprehensive financial planning process offers established individuals and families with a holistic navigation tool for financial success.

Our fee-only approach promises the greatest amount of objectivity in our recommendations and services to you and guarantees fiduciary loyalty and financial peace-of-mind to our family of clients. We provide ongoing portfolio management tailored to your personal goals and help ensure the best strategic allocation and growth of your assets.