Find a Financial Advisor in Westerly, RI

 

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

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We Only Work With The Best Westerly Financial Advisors


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

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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 Westerly, RI


  • Financial Advisor Close to Westerly, 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 Westerly, 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 Westerly, RI

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

  • Population: 17,553
  • % of Population 62 Years and Over: 25.1%
  • Average Home Value: $291,900
  • Average Monthly Housing Cost: $1,232
  • Average Household Income: $86,546
  • 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 Westerly, 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

 


Westerly, RI Financial Advisor FAQs

There are three primary ways financial advisors get paid. First, they may be compensated through commission on the products they sell or their advice. The second way is getting a fixed annual retainer for providing certain administrative services to clients, such as managing assets. The last way can be hourly rates for doing financial planning work even if the advisor doesn't end up selling any products or provide any other service needed by that client.
Ask friends and family members who work in investments or finance or use internet search engines to look up financial advisors along with your city name.
It all begins with having an intimate knowledge of your own financial objectives. Ask yourself what your precise goals are in terms of income, asset protection, estate distribution, and capital growth potential. Then reach out to several respected advisors who suit your needs and have them provide a free analysis on how they can help you meet these goals. A good advisor will be open about their fee structure upfront so there are no surprises down the road when you need assistance or advice that is typically charged at a premium.
There are many reasons why you or someone else might need a financial advisor. You may need an advisor because of feeling overwhelmed with managing your own finances, outgrowing the services offered at recommended wealth management firms, investment companies, high net worth advisors, and broker/dealer institutions. You may not be able to maximize your investments or pay off debt as quickly as you want due to limited time and resources that require expertise that is more difficult to access than it has been in the past.