Find Top Financial Advisors in Portsmouth, Rhode Island

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.

Finding the Top Financial Advisor in Portsmouth, Rhode Island

Last Updated - 27-May-2023

Portsmouth has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These financial advisors in Portsmouth , Rhode Island have an average of 30 years of experience.

NOTE: The list of vetted financial advisors in Portsmouth , 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 Portsmouth, Rhode Island.

Qualified Financial Advisors in Portsmouth, Rhode Island

Financial Advisor Experience AUM Minimum Assets Fee Structure
John Finn
Chartered Financial Consultant (ChFC®), CLU®, ChFC®
850 Aquidneck Ave,
Ste A4,
Middletown, RI 02842
30 Years $200,000,000 $250,000 Fee-Based
Shaun Jones
32 Paris St,
Pawtucket, RI 02860
Not Disclosed Not Specified $250,000 Not Specified

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Information on Qualified Financial Advisors in Portsmouth, Rhode Island

Qualifications CRD# 1505858
Firm CRD# 6413
Series 6, 7, 22, 24, 63, 65

Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets

Office Location 850 Aquidneck Ave,
Ste A4,
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.

About Finn and Meehan Wealth Management

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.

Advisory Services Provided:

Financial Advice & Consulting

Qualifications CRD# 4376850
Firm CRD# 311956

Office Location 32 Paris St,
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.

About Jones Fiduciary Wealth Management

Jones Fiduciary Wealth Management

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

Customer Reviews

Top Financial Advisor Firms in Portsmouth, Rhode Island (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
35 Dyer Street, Portsmouth, RI 2871
12 2164 $477,249,253
A percentage of AUM, Hourly charges, Fixed fees

    List of Additional Advisors in Portsmouth, Rhode Island*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    3033 East Main Road, Portsmouth, RI  02871 401-683-0813
    3001 East Main Rd, Portsmouth, RI  02871 401-683-1385
    3001 East Main Rd, Portsmouth, RI  02871 401-683-1385
    210 Clock Tower Square, Portsmouth, RI  02871 401-643-0590
    3033 East Main Road, Portsmouth, RI  02871 401-282-2273

      Select other cities around Portsmouth, Rhode Island to broaden your search for a financial advisor

      Frequently Asked Questions

      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.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

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      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      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.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?