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Francis Financial. Inc.

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Luminaries 2025 Winner

RIAs: Less Than $10 Billion AUM/AUA

Luminaries 2025 Impact Statement

Francis Financial is a boutique, fee-only wealth management firm specializing in guiding women through the financial complexities of divorce and widowhood. Under the leadership of Stacy Francis, CFP, CDFA, CES, the firm has built a marketing and PR strategy that is as empathetic as it is effective — combining education, storytelling, and targeted outreach to amplify its mission of financial empowerment. In the past year, Francis Financial launched the “5 Financial Resolutions for Widows in 2025” campaign, an integrated initiative offering compassionate, actionable guidance to help widows set and achieve financial and personal goals. Through a downloadable guide, podcast features, social media storytelling and media placements in national outlets, the campaign reached thousands of women during a season of reflection and planning.