Why Work With Us

Partnering with Francis Investment Counsel

Francis Investment Counsel was founded with a single goal – to help companies design and operate the best retirement plans possible. We understand it is challenging to decipher the nuances between advisors. When you learn more about Francis Investment Counsel, you will see our Firm’s structure and our services set us apart in a competitive industry.

Glasses that represent Francis Investment Counsel's strategic focus on advising retirement plan sponsors and their employees


Francis Investment Counsel strategically focuses on advising retirement plan sponsors and their employees. Our team has decades of experience in this industry, so when you work with us, you are working with experts.

Lightbulbs that represent Francis Investment Counsel's independence from any conflicts of interest


True independence means no conflicts of interest for Francis Investment Counsel. What you see is what you get: 100% of our revenue comes from the fixed fees we charge our clients. We have no affiliations, sell no investment products, and offer no private wealth management services. You gain the peace of mind that comes from working with a conflict-free advisor. Your employees gain the confidence that the advice they receive is not driven by a sales motive.

Compass that represents Francis Investment Counsel's collaborative and purposeful work ethic


Our team of financial service professionals works collaboratively, seeking to connect plan sponsors and plan participants to the expert advice they need. We care about the success of your business and of your employees.

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Whether we’re consulting to your retirement plan committee or providing education to a room full of your employees, our advice is always objective and in your best interest. When you partner with us, we will take care of your plan and what matters most: your employees.