Tailored Financial Guidance

For more than 50 years, we have been passionate about providing our clients with dedicated personalized service to help them work toward reaching their financial and life goals.

We create tailored financial guidance based on each client’s unique situation and work closely with clients to help them understand the complex financial landscape and guide investments through challenging market cycles.

We are proud to announce that we have gone independent as The Francis Group and our advisors have partnered with LPL Financial, the nation’s largest independent broker/dealer.* This move will allow us to streamline our processes and work to provide optimal support for our clients.

Learn more about LPL here.

* As reported by Financial Planning magazine, 1996-2022, based on total revenue.

About The Francis Group

The Francis Group is a multi-generational, multi-disciplined, independent wealth management firm established to meet the diverse financial needs of our clients, who range from individuals and families to business owners and organizations.

Burke Francis

Since 1966, Burke Francis steadily built the Los Angeles area practice from the ground up by specializing in asset management for high-net-worth individuals. A graduate of the University of Southern California, Burke is active in the USC Alumni Community and supports organizations including St. Matthew’s Parish School of Pacific Palisades, the University of California Athletics Department, United Cerebral Palsy of Los Angeles, Mammoth Lakes Foundation, California Highway Patrol 11-99 Foundation and the Desert Community Foundation and Scholarship.

Email Burke at Burke@francisgroup.lpl.com.

Chris Francis

Chris, joined his father, Burke, in the family business in 1998, after working in real estate development and with a number of startup companies. He has partnered with his dad to work on behalf of families, corporate executives, businesses and private investors throughout the U.S. who require comprehensive and sophisticated investment advice.

Chris graduated from the University of Southern California and is involved with the USC Alumni Community along with a number of local charities and foundations including the Los Angeles Police Department Activities League and United Cerebral Palsy.

Email Chris at Chris@francisgroup.lpl.com.

Wealth Management

We create strategies that are tailored to your needs and goals.

Retirement Planning

Years of experience have prepared us to guide you through your life transitions.

Estate Planning

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Business Planning

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Contact Us

Burke Francis
Burke@francisgroup.lpl.com
(310) 299-8544

Chris Francis
Chris@francisgroup.lpl.com
(310) 299-8545

Address:
31225 La Baya Dr. Suite 202
Westlake Village CA 91362