Background

Formed in 1992, FFG provides a full range of financial advisory and wealth management services to a select group of companies and high net worth individuals.


Corporate Advisory
We provide financial advisory services to publicly and privately owned companies operating in North American and European markets. FFG has extensive knowledge of global financial markets and businesses having participated in over 100 corporate finance, merger and acquisition and principal transactions valued at over $50 billion for companies in the United States, the Netherlands, Germany, Austria, Switzerland, Spain and the Czech Republic. The firm has also been involved in over 40 strategic consulting assignments for corporate clients. 

Personal Wealth Management
Wealth management services are conducted through Franco Financial Advisors, Inc. ("FFA”) a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”). Services include asset allocation, investment management, strategic consulting, financial and liability management, real estate financing, insurance and estate and retirement planning. The firm utilizes its diverse experience to act as a personal CFO for clients and their families who need a holistic, one-stop approach to realize their financial objectives. 

Insurance Services
A full range of corporate and personal insurance products are available to clients through Franco & Son, Inc., an insurance broker since 1946, which is owned 100% by the firm’s principal. Insurance products include property, casualty, life, health and various benefits policies to help clients manage their balance sheet risk exposure. 

Key Personnel

Edmond D. Franco (President)

  • 45 years of corporate financial advisory experience: Drexel Burnham Lambert, Morgan Stanley & Czech Ministry of Privatization

  • 30 years portfolio management experience

  • Founded Franco Financial Group ("FFG") in 1992, Franco Financial Advisors ("FFA") in 2006

  • CEO of Franco & Son, Inc., a full line insurance brokerage

  • Served on boards of directors of 5 companies

  • Amherst College, magna cum laude 1978


Daniel F. Veliz (Associate)

  • Joined FFG in 2019

  • Assistant portfolio manager

  • 5 years experience in hedge fund manager selection at Revere Capital Advisors, LLC

  • CFA Charterholder

  • Columbia University, MBA 2016

  • The University of North Carolina at Chapel Hill, 2008.


Press

Edmond Franco is interviewed in the Financial Times on March 23, 2024 on the state of the New York market.

View article


FFG contributes to the establishment of the Milford Arts Center in April 2024.