“Your Safe Harbor for Unbiased Advice and Planning”

Seaport Financial Education LLC

Welcome to Seaport Financial Education, a Registered Investment Adviser based in Rhode Island. We specialize in providing expert financial education, personalized guidance, and comprehensive financial planning with a commitment to fair, transparent, flat-fee pricing. Whether you’re an individual, a family, an adult, or even teaching children about money, we’re here to empower you with the knowledge and tools to make informed financial decisions for a secure future.

Who We Serve: Financial Planning for Everyday Investors

At Seaport Financial Education, we’re designed to support investors with less than $3 million in investable assets—a group often overlooked and overcharged by traditional financial services. Our value-focused, flat-fee pricing model is tailored for those seeking a fiduciary financial advisor they can trust. Whether you need a second opinion, an unbiased perspective, or a dedicated partner to review your finances, we’re here to help you achieve your goals without the high costs.

Our Approach: Unbiased, Fiduciary Financial Guidance

We believe in eliminating conflicts of interest that can arise when financial planners sell investment products. That’s why at Seaport Financial Education, we don’t sell products or manage your investments. Instead, we focus solely on providing unbiased financial planning and education. You can confidently keep your accounts with your preferred Broker/Dealer or Money Manager while working with us. As your flat-fee fiduciary planners, we’re always on YOUR side, delivering clarity and value without hidden agendas.

Why Choose Seaport Financial Education?

• Rhode Island Registered Investment Adviser: Local expertise you can rely on.

• Transparent Pricing: Flat-fee structure with no surprises.

• Tailored Financial Education: Guidance for individuals, families, and even kids.

• Fiduciary Commitment: Your best interests come first, always.

• No Product Sales: Pure, unbiased advice without conflicts.

Ready to take control of your financial future? Contact Seaport Financial Education today for expert financial planning services that prioritize your needs. Let us be the trusted partner you deserve—offering affordable, honest, and effective solutions for investors like you.