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May Edition 2025

5 Best Financial Consulting Firms of the Year 2025

Company Management Description
FS-Advisory
www.fs-advisory.com
Mario Díaz
CEO
FS-Advisory has been recognized for delivering tailored, intelligence-driven consulting solutions in the financial services sector. Its expertise has been trusted by clients to navigate regulatory, operational, and technological challenges with precision and accountability.
Highland Financial Advisors
www.highlandplanning.com
Reed C. Fraasa
Founder & Wealth Advisor
Highland Financial Advisors is committed to empowering high-net-worth individuals and families through values-driven financial planning, delivering fiduciary guidance rooted in holistic strategy, disciplined investing, and long-term life alignment. The firm specializes in personalized wealth stewardship across retirement, estate, and legacy planning, serving as a trusted partner in navigating complex financial journeys with clarity and purpose.
Embark
www.embarkwithus.com
Clancy Fossum
Chief Executive Officer & Board Member
Embark is a forward-thinking consulting firm that specializes in delivering tailored solutions across financial services, technology, and operations. Founded on the principle that employee satisfaction fuels client success, Embark combines industry expertise with a people-centric approach to drive transformative results.
Alpha
www.alphafmc.com
Luc Baqué
Chief Executive Officer
Alpha Financial Markets Consulting is recognized as a leading global consultancy serving the financial services industry. Founded in 2003, it has been structured to provide sector-specific transformation support through a network of specialist boutiques.
Francis Financial
www.francisfinancial.com
Stacy Francis
CES™ President & CEO
Founded in 2002, Francis Financial has been recognized as a fiduciary wealth management firm specializing in divorce financial planning and legacy advisory services for women. An empathetic, evidence-based approach has been consistently upheld by its expert team of financial professionals.
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