Our Firm
Francis Investment Consulting Group, Inc. is an independent wholly owned wealth management firm located in the Berkshires in Western Massachusetts.
As an independent firm, Francis Investment Consulting Group is committed to providing personalized guidance tailored to our clients' unique goals. To ensure the highest level of security and efficiency for clients, Francis Investment Consulting Group partners with LPL Financial, the nation’s largest independent broker-dealer*, for clearing and custody services. This partnership allows FICG to maintain a boutique, client-first focus while leveraging LPL’s institutional-grade technology, research and back-office support.
As of April 3, 2026 Francis Investment Consulting Group, Inc. managed $645,600,463 on behalf of clients.
*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2024); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.