Fee-Only Financial Planner located in New York, NY and serving clients in the tri-state area and across the country. Specializing in working with women going through a life-change such as divorce, widowhood, or sudden wealth.
Davon Barrett is a New York, NY fee-only financial planner. Francis Financial, Inc. provides comprehensive financial planning, wealth management, and divorce planning to help clients navigating a life transition organize, grow and protect their assets. As a fee-only, fiduciary, and independent financial advisor, Davon Barrett is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
As a Lead Advisor, Davon Barrett helps clients with their comprehensive financial planning questions. Specifically, Davon implements solutions that combine investment, insurance, tax, retirement and estate planning strategies. After starting his career at a large global company, he decided to make the move to our firm over 5 years ago, where his presence is felt and his impact is more significant. Davon is passionate about helping our clients improve their lives through our work, and he thoroughly enjoys the opportunity to be part of Francis Financial’s growth.
Professionally: Davon graduated from New York University with a Bachelor’s degree in economics. He completed his Certified Financial Planner™ (CFP®) designation from New York University’s School for Continuing and Professional Studies and also holds the Certified Divorce Financial Analyst® (CDFA®) designation.
During his time at New York University, he further enriched his studies through a semester abroad in Madrid, Spain where he immersed himself in the Spanish culture and economy. During his junior and senior year, Davon gained valuable experience through an internship at the hedge fund, Millennium Management, in their Investor Relations and Marketing department. After graduation, Davon entered the workforce and spent two years as an auditor in the Independence Group at Ernst and Young. His positive attitude, reliability and warm disposition make him a huge asset to our team.
Personally: Outside of the office, Davon enjoys entertaining friends and family, playing basketball and exploring his passion for music production. As a child, he developed an interest in meteorology from watching the weather channel and dreamed of being a weatherman. Today, he still enjoys following the weather, specifically in his favorite places to travel, which include the Caribbean and Costa del Sol, Spain. Davon’s mind is sharp, developed through years of Tae Kwon Do where he earned his black belt. Although he is a New Yorker, Davon spent his early childhood in the Poconos, which explains his love of both Philadelphia and New York sports teams.
Favorite quote: “A smart man learns from his mistakes. A wise man learns from the mistakes of others.”
Francis Financial was formed in 2002 with the purpose of doing things differently in the wealth management industry and to provide clients with independent advice, transparency and individual attention.
We are an independent, fee-only boutique wealth management, and divorce financial planning firm dedicated to providing ongoing comprehensive advice for women going through transitions, such as divorce, widowhood and sudden wealth. We have a fiduciary responsibility to act in our clients' best interest. We do not have ties to commissions or compensation from outside sources, so clients know that they can trust our advice.
Our team specializes in divorce financial planning and plays a vital role in making sure that our clients sustain financial peace of mind during and after their divorce.As Certified Divorce Financial Analysts (CDFA®), we work hand in hand with our clients and their team of divorce professionals to understand how the financial decisions they make during their divorce will impact their future.
When working with clients in transition, we model the outcome of their divorce settlement and offer a clear and independent image of what their financial future may look like if they choose one settlement option over another. Our team is trained and knowledgeable about individual states' divorce laws and helps our clients answer questions regarding budgeting, alimony, tax planning, home sales, asset distribution, insurance and other factors that are crucial in determining their ideal settlement and attaining long-term financial security.
Francis Financial is honored to be the recipient of numerous industry awards, such as the Women’s Choice Award, Wealth & Money Management Award for divorce financial planning team of the year, Financial Planning Association’s Heart of Financial Planning Award and Financial Planning Magazine’s Pro Bono Award. Most recently, AdvisoryHQ listed Francis Financial as one of the Top 9 Best Financial Advisors in New York, NY.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Divorce Financial Planning (before, during, and after)
- Financial Planning after losing a spouse
- Planning for families with special needs children
- Comprehensive Financial Planning
- Investment Management
- Retirement Income Planning
- College Education Planning
- Tax Planning
- Women who are new to managing finances
- Divorced or widowed
- Sudden Money Situations
- Growing Families
- Retirees and Near Retirees
- Business Owners and Executives
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation for anyone who reaches out
Professional Designations & Affiliations
Davon Barrett is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Davon Barrett is a Certified Divorce Financial Analyst® (CDFA®)
A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.
Contact Davon Barrett
39 Broadway, Suite 1730
New York, NY 10006