There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
non-vetted advisors in your local area. These financial advisors in
have an average of
years of experience.
NOTE: The list of vetted financial advisors in Middletown , Rhode Island mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Middletown, Rhode Island.
|Financial Advisor||Experience||AUM||Minimum Assets||Fee Structure|
Chartered Financial Consultant (ChFC®), CLU®, ChFC®
FINN AND MEEHAN WEALTH MANAGEMENT
850 Aquidneck Ave,
Middletown, RI 02842
JONES FIDUCIARY WEALTH MANAGEMENT
32 Paris St,
Pawtucket, RI 02860
|Not Disclosed||Not Specified||$250,000||Not Specified|
Firm CRD# 6413
Series 6, 7, 22, 24, 63, 65
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
850 Aquidneck Ave,
RI 02842 Phone Number 401-848-4579
Since 1986, John has helped people plan for their retirement goals. After spending eleven years developing his practice at Connecticut Mutual Life Insurance Company, he later built a financial services operation at Braman and White, where he pioneered the integration of this department with BankNewport. John became affiliated with LPL Financial in 1997. While providing objective and independent advice, John adheres to a methodical, rigorous process that seeks to deliver the highest degree of economic predictability. He works diligently with his clients to seek to improve the overall quality of their lives, both in the financial world and beyond it. Working alongside Sharon Meehan, they make it their mission to help clients feel confident knowing their financial house is in order. Above all, John believes they have one primary purpose: to build relationships with clients based on our core values of integrity, honesty, and perseverance. To continually fulfill that commitment, he has integrated a capable support staff with the technology, resources, and expertise of LPL Financial.
At Finn & Meehan Wealth Management, LLC, we strive to deliver a truly personal planning experience. We believe that effective wealth management encourages clarity, not confusion. By simplifying the complexities often associated with financial planning, we inspire clients to pursue their most valued goals. In working towards their financial and lifetime objectives, our clients can achieve renewed confidence. With this newfound confidence in their financial strategies, they can address their concerns about their financial future and return their focus to the things they enjoy most. Through all chapters of life, we strive to provide the financial guidance needed to seek your enhanced quality of life. We build relationships on our core values of honesty, integrity, and perseverance. Genuine connection and chemistry are key to success, and we work strive to create a truly comfortable environment for clients to enjoy. By uniting the capacity of a major brokerage firm with the personal touch of a boutique practice, we can build disciplined financial plans tailored to your unique goals. While large enough to access leading resources and relationships across the industry, our firm remains intimate enough so we can truly know our clients and continue developing lasting relationships.
Advisory Services Provided:
Financial Advice & Consulting
Firm CRD# 311956
32 Paris St,
RI 02860 Phone Number 401-406-8090
Shaun M. Jones has advised clients on all aspects of investment strategy, portfolio risk, and wealth management for more than two decades. His clients include affluent individuals and families primarily in the legal, medical, and executive fields. A contributing author to the book Real Life Financial Planning for Physicians, Shaun has conducted research in the field of personal wealth management and contributes to articles for major financial outlets like CNBC online. As the son of an engineer, Shaun picked up the need and value for numbers at a young age and has enjoyed running his own calculations to disprove widely accepted concepts. He has nurtured that desire throughout his career and has used it to conduct his own research related to viewing taxation as an investment expense ratio. Shaun even obtained several copyrights related to his research, including The Life-Cycle of Taxation© and Asset Location Strategy B©. After his first five years in the industry, Shaun became frustrated with the tools available to financial advisors because they were too simplified and usually biased towards whatever product they were built to measure. It was then that he fell back on his love of all things mathematical, making his own calculators and hiring actuaries to help build his own tools so he could produce unbiased comparisons. Armed with these tools, Shaun began to test the theories and assumptions that he had been taught to take for granted early in his career. The results led Shaun to recognize the faults of the investment and advising industry and to dedicate his life to proclaiming the truth about investing.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services
|Firm Name||No. of Advisors||No. of Clients||AUM||Fee Structure|
CORRIGAN FINANCIAL INC
747 Aquidneck Ave Ste 1, Middletown, RI 2842
A percentage of AUM, Hourly charges, Fixed fees
* Additional advisors listing is provided in partnership with Yext
|Financial Advisor||Office Location||Phone Number|
|809 Aquidneck Avenue, Middletown, RI 02842||401-619-6990|
|294 Valley Road, Middletown, RI 02842||401-848-4579|
|25 East Main Road, Middletown, RI 02842||401-847-1366|
|790 Aquidneck Ave, First Floor North, Middletown, RI 02842||401-846-3083|
|553 West Main Road, Middletown, RI 02842||401-248-3517|
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
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A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
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