Francis LLC

About Francis LLC

<p>Known for its “Work-Life-Money Balance” approach, Francis LLC focuses on conflict-free retirement plan consulting and workplace financial wellness. The firm is headquartered in Brookfield in the Milwaukee metro, with additional offices in the Twin Cities (Oakdale, MN), the St. Louis area (Chesterfield, MO), and Los Angeles—supporting plan sponsors and participants across the U.S.</p> <p>Francis LLC works with employers on plan design, cost management, and ERISA compliance. As a <a href="/plan-advisors">plan advisor</a>, the firm also provides 3(21) fiduciary services and participant-level advice, pairing plan oversight with employee education intended to improve day-to-day money management and retirement readiness.</p> <p>The team includes CFA charterholders and CFP® professionals and has been recognized with PlanSponsor Retirement Plan Adviser of the Year and multiple National EDDY Awards for employee education programs. A clear differentiator is its conflict-free business model, with an emphasis on transparency in how advice is delivered.</p> <ul> <li>Participant advice and one-on-one guidance</li> <li>Plan design and benefits support for HR teams</li> <li>ERISA compliance support and cost management</li> <li>3(21) fiduciary investment advice</li> <li>Employee education and financial wellness programs</li> </ul>

Website: https://francisway.com/