wiseradvisor

John Finn
Finn and Meehan Wealth Management

Tel: (401) 8484579ext102
850 Aquidneck Ave
Ste A4
Middletown, RI 02842

Clarity and Confidence

Finn and Meehan Wealth Management | Financial Advisor in Middletown ,RI


About Finn and Meehan Wealth Management

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.


General Information

Firm Start Year:   2001
No.of Employees:   5-9
Name of Broker/Dealer:   LPL Financial
States Licensed in:   CA,CO,CT,DE,FL,GA,HI,IL,IN,KS,KY,MA,MD,ME,MI,MN,MO,NC,ND,NH,NJ,NV,NY,OH,PA,RI,SC,TX,UT,VA,VT,WA
Number of Years with Current Firm:   20
Work Experience:   For over 30 years I have helped people prepare for and enjoy retirement. Transitioning from one life chapter to the next can be difficult. I believe we have a process to simplify the process and create good experience for our clients.
I work with the following types of clients:   Individual Investors


Services

Investment Types:   Exchange Traded Funds (ETFs), Stocks, Mutual Funds, Bonds, Alternative Investments, Insurance, Annuities
I can meet clients in the following ways:   Via email, Via phone, At your office, At your home, At my office, Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Long Term Care, Annuity, Disability, Health, Variable Life, Variable Annuity, Accident, Life, HMO
Financial Organization Memberships:   National Association of Insurance and Financial Advisors (NAIFA), Financial Planning Association (FPA), Society of Financial Services Professionals
Non-Financial Organization Memberships:   St. Columba the Berkley Memorial Chapel, Senior Warden Island Youth Lacrosse, Asst. Coach


Firm Information

Firm's Number of Clients:   175
Firm's Number of Planning Clients:   125
Firm's Number of Managed Clients:   175
Assets Managed by Firm:   15000000
Advisor's Number of Clients:   250
Advisor's Number of Managed Clients:   125
Advisor's Number of Planning Clients:   125
Assets Managed by Advisor:   12000000


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   250000
Compensation Methods:   Flat Fee, Hourly, Based on Assets
Fee % Based on Assets:   1%
Hourly Rate:   $200


Board Positions

Organization:  Point Judith Country Club  Narragansett, RI
Position :  Board of Governors
Duration :  01/01/2018-Currently holding

Organization:  St. Claire Home, Newport, RI  Newport RI
Position :  Advisory Board
Duration :  1/1/2018-Currently holding


Education

B.A Economics - Economics  University of Rhode Island - Rhode Island
September 1981-May 1985



Faqs

  • Do you have a customer satisfaction or refund policy? We scored a 4.8 out a possible 5 in our most recent client survey. We do not have refund policy.
  • What are your qualifications? What is your education background? Undergraduate degree from University of RI, 1985, Economics, Chartered Financial Consultant, 1997, The American College.
  • What is your approach to financial planning? Our approach is a 6 step process. Step 1. Establish and define the client-planner relationship Step 2. Gather data and define goals Step 3. Analyze the current situation Step 4. Develop and present recommendations Step 5. Implement financial planning recommendations Step 6. Monitor and review the plan status.
  • What services do you offer? Retirement Planning,financial planning, investment advice and insurance.
  • How many clients do you currently manage? Approximately 225
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John Finn

John Finn

ChFC®, CLU®

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.

My Services

Financial Advice & Consulting

A relationship based needs analysis to implement and review stategies focused on retirement planning and wealth management.

My Team

Benjamin  Fernandez
Benjamin Fernandez Associate Wealth Advisor
Benjamin assists in all apects of the financial planning process including goal planning, investment strategy and the client review process. He is a graduate of Rollins College with a degree Economics. You are likely to come into contact with Ben the first time you visit the office. You can count on his welcoming smile and continued care throughout your relationship with us. He will likely be th be your primary contact as he schedules appointments for both John and Sharon, ...more

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 PM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 5:00 PM

Compensation Arrangements

Check
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News & Events

John Finn selected to attend Barron's Top Advisor
When: 2020
Details:Finn will attend the 20202 Barron's Top Independent Advisor Conference in Orlando, Florida.


Five Star Wealth Manager
When: 1//01/2020
Details:Awarded Five Star Wealth Manager award.


John Finn Selected to LPL Chairman's Club
When: 01/01/2020
Details:Recognition for top 5% of all advisors with LPL


Awards & Recognitions

LPL Financial Chairman's Club 2019
(12/31/2018)

For outstanding client experience, the Chairman's Club award is given to less that 6% of all LPL Advisors.


Baron's Top Independent Advisor
(03/15/2019)

Recognized as a Top Independent Adviser in the country by Barron's Magazine/


Five Star Wealth Manager 2019
(11/01/2018)

Five Star Wealth Manager RI

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