Financial advisors for women navigating divorce, loss, or major life changes. Fiduciary, Fee-Only firm located in New York, NY serving clients across the country.
Francis Financial is a fiduciary, fee-only financial advisory firm specializing in wealth management, divorce planning, and widow planning for women experiencing life changes. Located in New York, NY, they serve clients across the country with a team of Certified Financial Planners®, Certified Divorce Financial Analysts®, Certified Estate and Trust Specialists™, and Certified Private Wealth Advisors®. The
firm offers a low client-to-advisor ratio, personalized financial plans, and a fiduciary commitment to keep clients' interests first. They provide services such as wealth management, divorce planning, widow planning, and a unique client experience focused on education, guidance, and support through financial and emotional transitions.
Fiduciary, fee-only financial advisory firm
Specialized in wealth management, divorce planning, and widow planning for women
Low client-to-advisor ratio
Personalized financial plans tailored to individual goals and values
Team of Certified Financial Planners®, Certified Divorce Financial Analysts®, Certified Estate and Trust Specialists™, and Certified Private Wealth Advisors®
Services
Wealth Management
Helps clients achieve short and long-term financial goals through customized financial plans and investment strategies.
Assists clients in understanding the financial impact of divorce and implements a customized plan post-divorce.
Financial impact analysisAsset split optimizationPost-divorce financial strategy implementationCollaboration with attorneys
Widow Planning
Guides clients through financial and emotional transitions following the loss of a spouse.
Financial planning after lossEstate planning reviewSocial Security benefit analysisTax implications assessmentEmotional support resources
Credentials & Certifications
Certified Financial Planner™
Certified Divorce Financial Analyst®
Certified Estate and Trust Specialist™
Certified Private Wealth Advisor®
Reviews
Rating
5
★★★★★
Reviews
37
"I definitely recommend them if you need a financial advisor."
Frequently Asked Questions
What is the difference between a fiduciary and a non-fiduciary financial advisor? +
A fiduciary is legally obligated to act in the client's best interest, providing advice that prioritizes the client's financial well-being. Non-fiduciary advisors may have conflicts of interest and are not required to put the client's interests first.
How does Francis Financial support clients through divorce? +
Francis Financial works with clients to understand the financial impact of divorce, optimizes asset splits in collaboration with attorneys, and implements a post-divorce financial strategy to ensure long-term stability.
What services are available for widows? +
Francis Financial provides comprehensive widow planning services, including financial planning after loss, estate planning review, Social Security benefit analysis, tax implications assessment, and emotional support resources.
5.0
