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780 Long Beach Boulevard, Long Beach, NY 11561

516-670-3031
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About Francis Wealth Advocates

At Francis Wealth Advocates, we believe financial planning is about more than managing investments. It's about helping people make confident decisions and align their financial resources with the life they want to live.

Financial markets change. Tax laws evolve. Life circumstances shift unexpectedly. Through it all, clients deserve a trusted advocate who listens, provides objective guidance, and helps them stay focused on what matters most.

We work with individuals, families, and business owners who want a thoughtful partner to help them navigate important financial decisions. Whether you're preparing for retirement, building wealth, protecting your family, or creating a lasting legacy, our mission is to provide personalized guidance tailored to your unique goals and values.

Let's Make Your Money Work Smarter

Whether you're just getting started or rethinking your retirement, our team is here to help you make informed decisions and feel good about your financial direction.

WELCOMEYour Goals, Your Plan, Your Terms

WELCOME
Your Goals, Your Plan, Your Terms

We believe financial planning is about more than investments. It's about understanding your goals, your values, and the life you want to build. That's why we begin every relationship by listening. As your advocate, we're here to help you navigate important financial decisions and create a plan that evolves alongside your life.

Our Solutions
The Support You Need, When You Need It

Life doesn't come in neat categories, but having the right support in the right areas can make a real difference. Here's how we can help.


Portfolio Management

We'll help you build a portfolio that reflects your goals and risk tolerance — and keep a close eye on it as things change.

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Retirement Planning

Retirement looks different for everyone. Let's map out what yours could look like and build a strategy to help you get there.

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Financial Planning

Your goals deserve a clear plan. We take a full look at your income, savings, investments, and future plans, then build a roadmap that adapts as your life changes, so you can make decisions with confidence.

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Risk Management & Insurance Planning

Life is unpredictable. We help you identify potential risks and build strategies to protect your family, including life insurance guidance tailored to your situation, so you’re prepared for whatever comes next.

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HNW Client Guidance

Greater wealth calls for a more sophisticated approach. We coordinate every part of your financial picture, from investments and taxes to estate and legacy planning, into one cohesive strategy built around your goals.

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Estate Strategy

Thinking about what you leave behind doesn't have to be overwhelming. We'll work with you and your legal team to create a thoughtful plan.

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Our Process
Clarity and Direction for Your Financial Journey

Securing your financial future can feel overwhelming. Between career demands, family responsibilities, and an endless stream of financial advice, knowing the right next step isn't always easy. That's where we come in. We guide you through a proven process that turns complexity into clear, actionable steps, so you can make confident decisions and stay focused on your goals.

1. Understand
Start With a Conversation

We'll sit down and get to know each other. We'll talk through your goals, your concerns, and what's important to you. Before any recommendations are made, we want to understand the full picture.

2. Prepare
Map Out Your Strategy

Once we understand where you are and where you want to go, we'll build a personalized financial strategy. Every recommendation is designed to fit your life, your priorities, and your long-term goals.

3. Guide
Stay the Course Together

Life changes, and your financial plan should too. We'll be here to help you adjust along the way, answer questions, and keep you moving toward the future you've envisioned.

Let's Build Your Plan

Get Started
See If We're the Right Fit

Choosing a financial advisor is an important decision. We think the best place to start is with a simple conversation about your goals, your questions, and what's on your mind.

Let's Build Your Plan