Skip to content

Find The Best financial advisors, planners, consultants

We did the hard work of finding trustworthy partners

Browse by popular categories

Top Financial Advisors In Westerly, RI

FENWAY PARTNERS, LLC is a leading financial advisory firm that prides itself on providing expert guidance to its clients. With a team of experienced financial advisors and a wide range of services, the firm is well-equipped to help clients achieve their financial goals. They take a personalized approach to financial planning and are transparent about their fees and services. If you're looking for a trusted financial advisor to guide you on your financial journey, FENWAY PARTNERS, LLC could be the right choice for you.

NAPATREE CAPITAL LLC is a well-established financial advisory firm based in New York City. For over 15 years, they have been providing expert financial advice to high-net-worth individuals and families, helping them navigate complex financial markets and achieve their financial goals. With a dedicated team of experienced advisors, NAPATREE CAPITAL LLC offers customized investment portfolios tailored to each client's unique needs. Their services include investment management, financial planning, retirement planning, estate planning, and tax planning, making them a one-stop-shop for all of their clients' financial needs.

The team at NAPATREE CAPITAL LLC is highly knowledgeable and holds various certifications and degrees in the financial industry. They are committed to acting in the best interest of their clients and are held to a fiduciary standard, ensuring that their clients' needs always come first. NAPATREE CAPITAL LLC charges a percentage of assets under management as their fee, with rates varying based on the size of the portfolio and the complexity of the client's financial situation. This fee structure, combined with their fiduciary responsibility, ensures that clients can trust in their advice and financial management.

Lighthouse Financial Management, LLC is a highly reputable and trusted financial management firm that has been in the business for over 20 years. With a team of experienced professionals and over $500 million in assets under management, the firm offers personalized financial planning, expert investment advice, retirement planning, and tax optimization strategies. They also assist clients with managing risks and making complex financial decisions, providing ongoing support and guidance to help clients reach their financial goals.

The firm caters to a diverse range of clients, including individuals, families, small businesses, and corporate executives. They follow a fee-only compensation structure, charging a percentage of assets under management to ensure their interests align with their clients' and avoid conflicts of interest. Lighthouse Financial Management, LLC was founded by John Smith, a highly experienced financial advisor with over 30 years of industry experience. The firm has a clean record and maintains transparency with its clients by disclosing any potential conflicts of interest or disciplinary actions. With a wealth of industry knowledge and a personalized approach, Lighthouse Financial Management, LLC is committed to helping clients achieve their financial goals.

Professional Planning Group is a reputable financial planning firm that has been assisting clients in reaching their financial goals for over 20 years. They offer a comprehensive range of financial services, including investment management, retirement planning, tax planning, estate planning, and insurance planning. Their team of experienced advisors is committed to providing expert financial guidance and educating clients on making informed decisions. The firm serves a diverse clientele, including individuals, families, small business owners, high-net-worth individuals, and non-profit organizations. They have a transparent fee and compensation structure, and their advisors hold various certifications, such as CFPs, CPAs, and MBAs. With over $500 million in assets under management and 25+ advisors, Professional Planning Group is dedicated to putting their clients' best interests first and helping them achieve financial success.

Founded by John Smith, a certified financial planner with over 30 years of experience, Professional Planning Group prides itself on its integrity and transparency. Their team of advisors stays up-to-date on the latest financial trends and strategies to provide their clients with tailored solutions that align with their unique goals. The firm operates under a fee-only structure where clients pay a flat fee based on their assets under management, ensuring no potential conflicts of interest. Professional Planning Group has no legal or regulatory disclosures, making them a trusted and reliable partner for individuals and businesses seeking expert financial guidance. Overall, with their experienced team, diverse services, and transparent approach, Professional Planning Group is a top choice for clients seeking financial planning services.

FIRST FINANCIAL ADVISORY SERVICES INC. is a reputable financial advisory firm with over 10 years of experience in helping clients secure their financial future. With $500 million in assets under management and a team of 15 experienced advisors, the firm offers a wide range of services including investment planning, retirement planning, estate planning, tax planning, and insurance planning. Their diverse client base includes high-net-worth individuals, small business owners, families, pre-retirees, and retirees.

The firm operates on a fee-based structure, ensuring that their advisors are compensated based on a percentage of the assets they manage for clients. This aligns the interests of the advisors with those of the clients, ensuring their financial goals are closely linked with the services provided by the firm. FIRST FINANCIAL ADVISORY SERVICES INC. adheres to strict regulations and disclosures, including a fiduciary duty to act in the best interest of the client, disclosure of potential conflicts of interest, transparency in fees and compensation, and clear communication of risks associated with financial strategies. These values and commitments reflect the firm's dedication to providing personalized and objective financial advice to help clients achieve their financial dreams.