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.
|Firm Start Year:||2001|
|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 26 years I have helped affluent people prepare for and enjoy retirement. Business owners and executives have been a focus and I have developed a nich of helping women as well.|
|I work with the following types of clients:||Individual Investors|
|Investment Types:||Mutual Funds , Bonds , Stocks , Annuities , Insurance , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At your home , At my office , Via email , Via phone , Video Conference , At your office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability , Accident , Annuity , Health , Life , HMO , Variable Annuity , Long Term Care , Variable Life|
|Financial Organization Memberships:||National Association of Insurance and Financial Advisors (NAIFA) , Society of Financial Services Professionals , Financial Planning Association (FPA)|
|Non-Financial Organization Memberships:||St. Columba the Berkley Memorial Chapel, Senior Warden Island Youth Lacrosse, Asst. Coach|
|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:||140|
|Advisor's Number of Managed Clients:||125|
|Advisor's Number of Planning Clients:||125|
|Assets Managed by Advisor:||12000000|
|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:||I am a fee-based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||250000|
|Compensation Methods:||Commissions , Based on Assets , Hourly , Flat Fee|
|Fee % Based on Assets:||1%|
|Organization:||Town of Middletown, Rhode Island Middletown, RI|
|Position :||Pension Advisory Committee|
|Duration :||November 2011-Currently holding|
|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|
|B.A Economics - Economics||
University of Rhode Island - Rhode Island
September 1981-May 1985
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.
Financial Advice & Consulting
A relationship based needs analysis to implement and review stategies focused on retirement planning and wealth management.
|Mon.||8:30 PM - 5:00 PM|
|Tue.||8:30 AM - 5:00 PM|
|Wed.||8:30 AM - 5:00 PM|
|Thu.||8:30 AM - 5:00 PM|
|Fri.||8:30 AM - 5:00 PM|
Five Star Wealth Manager
Details:Awarded Five Star Wealth Manager award.
John Finn selected to attend Barron's Top Advisor
Details:Finn will attend the 2018 Barron's Top Independent Advisor Conference in Orlando, Florida.
For outstanding client experience, the Chairman's Club award is given to less that 6% of all LPL Advisors.
Recognized as a Top Independent Adviser in the country by Barron's Magazine/
Five Star Wealth Manager RI
Recognized as top advisor