Find a Financial Planner in Kent County, RI

 

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We did the hard work of finding trustworthy partners in Kent County, RI.

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We Only Work With The Best Kent County Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Kent County, RI

  • Financial Advisor Close to Kent County, RI

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Kent County Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Kent County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Kent County, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
22.6% of Kent County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Kent County area can create a custom plan and walk with you each step of the way.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Kent County area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Kent County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Kent County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Rhode Island has unique laws defining which actions trigger a taxable event and has the 8th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Kent County area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Kent County area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Kent County, RI

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Kent County, RI

We evaluated over 13,000 RIA firms to bring you the best of the best Kent County financial advisors.
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How Retirement-Friendly is Kent County, RI?

  • Population: 163,869
  • % of Population 62 Years and Over: 22.6%
  • Average Home Value: $237,600
  • Average Monthly Housing Cost: $1,338
  • Average Household Income: $93,286
  • Rhode Island Total Tax Burden: 9.69% (8th Highest in U.S.)
  • Rhode Island Property Tax: 4.44% (5th Highest in U.S.)
  • Rhode Island Individual Income Tax: 2.29% (24th Lowest in U.S.)
  • Rhode Island Sales and Excise Tax: 2.96% (16th Lowest in U.S.)


The Top Financial Advisor Firms in Kent County, RI


IVY WEALTH MANAGEMENT, INC.

Website

(401) 681-4266

1350 Division Road
Suite 200
West Warwick, RI 02893

SEC#: 801-116706
Years in Business: 1 years

CAPITAL WEALTH MANAGEMENT, LLC

Website

(401) 885-1060

1300 Division Road
Suite 203
West Warwick, RI 02893

SEC#: 801-76539
Years in Business: 9 years