Partner with the Best

Credibility and recognition matter when it comes to selecting an advisor, but you’re also looking for real people with real experiences. As PLANSPONOR’s 2018 Retirement Plan Adviser of the Year in the ‘Large Team’ category, the team at Francis Investment Counsel challenges the status quo and always looks ahead.

Our Services

Whether we provide consulting to your retirement plan committee or financial education to a room full of your employees, our services are designed to help you take care of what matters most: your employees.

Get the research and insights you need to make informed decisions regarding your retirement plan benefit.

Engage employees through MoneyAdvice@Work®, winner of a 2018 Pensions&Investments Eddy Award and BizTimes Media I.Q. Award for Innovation.

Stay Connected

Your retirement plan deserves the best. Stay connected with the team at Francis Investment Counsel for market news and important industry updates.

Claim of national recognition and better service based on Francis Investment Counsel’s reception of third party awards. Please refer to our disclaimer for award details. Receipt of awards should not be construed as a guarantee of future performance or results.