Investment advisory firm moves offices from Hartland to Pewaukee

Francis Investment Counsel LLC recently moved its offices from W307 N3094 Cindy Ct. in Hartland to 21180 W. Capitol Dr. in Pewaukee. The investment advisory firm has doubled its space at the new location, going from 2,500 square feet in Hartland to a 5,000-square-foot office space in Pewaukee.

"We outgrew our space," said president Michael J. Francis.

The firm has grown from six employees three years ago to 11 employees today. The business continues to grow, Francis said.

"Helping individuals realize a financially secure retirement through their 401(k)s or other retirement plans is at the heart of what we do," he said. "Demand for our services throughout Wisconsin and the Midwest continues to grow."

With the passage of the Pension Protection Act last year, companies are committing more resources to their defined contribution plans, Francis said.

"With the shift away from defined benefit retirement plans, employees must assume more responsibility for the planning of their retirement futures," he said. "More and more companies recognize that employees need improved investment choices along with help setting goals making the appropriate investment choices to meet those goals."

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