Find a Financial Planner in Washington County, RI

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

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 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 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

 

How Can a CFP® in Washington County Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Washington County area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Washington County can include managing client retirement accounts, investments, tax plans, and more.
24.9% of Washington County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Washington County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning involves much more than just setting up a will. In the Washington County area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Washington County area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Washington County area often offer tax planning services to their clients. 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 Washington 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 Washington 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 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.
  • This field is for validation purposes and should be left unchanged.


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 02891

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

PROFESSIONAL PLANNING GROUP

Website

(401) 596-2800

9 Granite Street

Westerly, RI 02891

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

FIRST FINANCIAL ADVISORY SERVICES INC

Website

(401) 596-0193

85 Beach Street

Westerly, RI 02891

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