What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Newport, RI area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Newport, RI Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Jake Northrup
CFP®, CFA®, CSLP®
Experience Your Wealth, LLC
Bristol, RI
Specialties: Create your inspiring money vision, Prioritize and automate your cash flow, Create and execute an investment strategy, Bring relief to your student debt, Design a plan to pay for college, Run long-term financial freedom projections, Ensure you have the proper insurance + estate documents, Develop a strategy for your equity compensation, Take charge of your tax planning, Optimize the value of your employee benefits
We help travel-loving young families that don't buy into the traditional "9-5, work-until-you're-65" concept. Our clients typically have >$400k of household income, equity compensation and/or have ownership in a business.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
