Your Rhode Island based Registered Investment Adviser

We Are...

...an independent fiduciary on your side that delivers unbiased financial education, guidance and planning with very fair and transparent pricing. We work with both adults & children. We work hard to give you the information you need to make the best financial decisions for you and your family.

We're Built...

...for the average investor with less than $3million of investable assets. This demographic is the most likely to be underserved and overcharged. Our value focused, flat-fee pricing is for the investor who wants a fiduciary in their corner, a second opinion or simply another set of eyes on their financial situation.

We Believe...

...there can be conflicts of interest when planners are paid to steer money into certain products and services. That's why we choose to neither sell investment products, nor manage money. You can work with us AND keep your accounts at your favorite Broker/Dealer or Money Manager. We are value focused, flat-fee, unbiased fiduciary planners on YOUR side.