About Stacy
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 objectivity in our recommendations and services, providing fiduciary loyalty and financial peace of mind.
Areas of focus
Credentials & background
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Clients served
Registered in
New York
Regulatory
The firm
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.
39 Broadway Rm 1730, New York, NY 10006-3050