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.
|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 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.|
|Advisory Services Provided:||Financial Advice & Consulting|
|Investment Types:||Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments|
|Can meet clients in the following ways:||Video Conference, Via Phone, Via Email, Your Home, Your Office, Our 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:||200|
|Firm's Number of Planning Clients:||175|
|Firm's Number of Managed Clients:||200|
|Assets Managed by Firm:||200000000|
|Advisor's Number of Clients:||250|
|Advisor's Number of Managed Clients:||160|
|Advisor's Number of Planning Clients:||125|
|Assets Managed by Advisor:||$200,000,000|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||250000|
|Compensation Methods:||Hourly, Based on Assets, Flat Fee|
|Fee % Based on Assets:||1%|
|Organization :||Point Judith Country Club, Narragansett, RI|
|Position :||Board of Governors|
|Organization :||St. Claire Home, Newport, RI, Newport RI|
|Position :||Advisory Board|
|B.A Economics - Economics||University of Rhode Island
- Rhode Island
September 1981-May 1985
Financial Advice & Consulting
A relationship based needs analysis to implement and review stategies focused on retirement planning and wealth management.
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.
Why should I choose you as my financial advisor?
Undergraduate degree from University of RI, 1985, Economics, Chartered Financial Consultant, 1997, The American College.
What are your qualifications? What is your education background?
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.
How do you charge for your services?
Our fee is a percentage of assets under management.
How are you compensated? How will I pay for your services?
Flat fee, hourly fee or percentage of assets. Approximately 225
LPL ADV 2A
LPL WiserAdvisor Cash Solicitor Disclosure
Investment Advisor Representative:
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
|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|
LPL Financial Chairman's Club 2019
For outstanding client experience, the Chairman's Club award is given to less that 6% of all LPL Advisors.
Baron's Top Independent Advisor
Recognized as a Top Independent Adviser in the country by Barron's Magazine/
Five Star Wealth Manager 2019
Five Star Wealth Manager RI
Finn and Meehan Named Five Star Wealth Managers
Details:John Finn and Sharon Meehan have been named Five Star Wealth Managers for the 11th year in a row.
John Finn selected to attend Barron's Top Advisor
Details:Finn will attend the 2021 Barron's Top Independent Advisor Conference
John Finn selected to LPL Chairman's Club
Details:JOHN FINN HONORED AS ONE OF LPL FINANCIALS TOP FINANCIAL ADVISORS Middletown, RI February 22, 2021 John M. Finn, an independent LPL Financial advisor at Finn & Meehan Wealth Management in Middletown, RI, today announced his inclusion in LPLs Chairmans Club. This elite award is presented to less than 5% of the firms more than 17,000 financial advisors nationwide*. On behalf of LPL, I congratulate John on reaching this milestone in their professional career, said Angela Xavier, LPL executive vice president, Independent Advisor Services. Business owners, American investors and industries at large faced extraordinary challenges throughout 2020. In the advisor-mediated financial advice market, investors showed how much value they place on a trusting relationship with a financial advisor. We applaud John for his commitment to clients and resiliency as a business owner, and we are inspired by his dedication to making a meaningful impact in the lives of his clients. It is an honor to support John and wish him continued success as they continue to add value for clients and in their business in the years ahead.
John Finn Selected to LPL Chairman's Club
Details:Recognition for top 5% of all advisors with LPL