Find a Financial Advisor in Washington County, RI

 

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

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We Only Work With The Best Washington 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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


  • Financial Advisor Close to Washington 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

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

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

  • Population: 126,060
  • % of Population 62 Years and Over: 24.9%
  • Average Home Value: $340,400
  • Average Monthly Housing Cost: $1,423
  • Average Household Income: $107,680
  • 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 Washington County, RI

 

LIGHTHOUSE FINANCIAL MANAGEMENT, LLC

Website

(401) 596-3392

85 Beach Street
Building D
Westerly, RI 2891

SEC#: 801-110214
Years in Business: 4 years

PROFESSIONAL PLANNING GROUP

Website

(401) 596-2800

9 Granite Street

Westerly, RI 2891

SEC#: 801-15330
Years in Business: 41 years

FIRST FINANCIAL ADVISORY SERVICES INC

Website

(401) 596-0193

85 Beach Street

Westerly, RI 2891

SEC#: 801-20623
Years in Business: 37 years

NAPATREE CAPITAL LLC

Website

(401) 868-1115

18 High Street

Westerly, RI 2891

SEC#: 801-120842
Years in Business: 0 years

 


Washington County, RI Financial Advisor FAQs

Is the advisor licensed and registered with the SEC or another regulatory agency? What is their ethical code of conduct? How do they want you to pay for services?
Yes because a qualified financial advisor can help shield against risks on your behalf so that your finances are on track for retirement and future goals.
Some financial advisors specialize in tax preparation and basic accounting services. One can also find advisors who don't focus specifically on certain areas but instead specialize only in an overall range of topics with regards to finance that includes pensions, investments, estate planning, and wills.
Find an advisor who is registered with the Financial Industry Regulatory Authority (FINRA). FINRA helps protect you by making sure any advisor you work with complies with its strict rules and regulations.