Work-Life-Money Balance
Francis can make it a reality.
It's your Employees' Money
Help them keep more of it.
The Francis Way
CONFLICT-FREE GUARANTEE.
Work-Life-Money Balance
Francis can make it a reality.
It's your Employees' Money
Help them keep more of it.
The Francis Way
CONFLICT-FREE GUARANTEE.
Work-Life-Money Balance
Francis can make it a reality.
Conflict-Free Guarantee
At Francis, we are proud of our conflict-free business model because it means America’s workers get to keep more of their hard-earned retirement savings. Investment advisers with asset-based fees and retail wealth management services are conflicted. These conflicts have been demonstrated to increase fees, lower investment performance, and cost America’s workers $17 billion a year.* In an industry that’s out of balance, you can count on Francis to remain conflict-free to protect America’s workers, and their money.
Personal financial management for the modern workforce.
Improve financial futures by investing in your employees through smart retirement planning and customized financial planning programs.
Client Partners*
Foth is a full-service engineering firm that combines science, engineering and technology to build client relations and tackle dynamic project environments.
Olmsted Medical Center is a non-profit healthcare organization serving southeastern Minnesota.
Marquette University is a Catholic and Jesuit institution of higher education, and is home to over 11,000 undergraduate and graduate students.
Plexus specializes in complex product development and services in the electronics manufacturing industry.
Fiskars is a leading global supplier of consumer products for home, garden and outdoor projects.
Boldt is a top-ranked construction leader with a nationwide reach. Built on an over 130-year-old foundation of honesty, reliability, flexibility and imagination.
Epic develops software used by healthcare providers globally in community hospitals, academic medical centers, rehab centers and more.
Foth is a full-service engineering firm that combines science, engineering and technology to build client relations and tackle dynamic project environments.
Olmsted Medical Center is a non-profit healthcare organization serving southeastern Minnesota.
Marquette University is a Catholic and Jesuit institution of higher education, and is home to over 11,000 undergraduate and graduate students.
Plexus specializes in complex product development and services in the electronics manufacturing industry.
Fiskars is a leading global supplier of consumer products for home, garden and outdoor projects.
Boldt is a top-ranked construction leader with a nationwide reach. Built on an over 130-year-old foundation of honesty, reliability, flexibility and imagination.
Epic develops software used by healthcare providers globally in community hospitals, academic medical centers, rehab centers and more.
Foth is a full-service engineering firm that combines science, engineering and technology to build client relations and tackle dynamic project environments.
Investing in your employees’ financial wellness is just smart business. Today’s employee needs help gaining and maintaining control over their personal finances that goes beyond the paycheck — one that advocates personal money management and protects retirement investments so employees can achieve the Work-Life-Money Balance that leads to better financial outcomes and more fulfilling lives.
Francis is the Trusted Partner of:
Plan Fiduciaries
Your ideal investment consultant is a partner in managing costs, ensures ERISA compliance and creates value for your organization.
HR Administrators
You seek a customized benefits package that raises up your employees and entices new talent.
Employees
Education and empowerment put you in control of your family finances today and your retirement tomorrow.
PlanSponsor Award 2018*
Retirement Plan Adviser of the Year
First Place: Large Team Category
21-Time National EDDY Award Winner for Outstanding Employee Education Programs*
Pensions & Investments
First, Second, and Third Place
Industry Recognition
PlanAdviser Award 2022, 2023, 2024, 2025*
Retirement Plan Adviser of the Year
Finalists and Winner
BizTimes Media 2018*
IQ Award for Innovation
Francis Financial Wellness App
PlanAdviser Award 2025*
Top Retirement Plan Advisers in the Nation
11 Years
Wisconson Governor's Financial Literacy Award 2025*
Innovation Award
Finalist
