Fee-Only Financial Advisor Rhode Island – Eliot Rose Wealth Management

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Worry Less. Retire More.

Eliot Rose Wealth Management is a fee-only financial planner located in East Greenwich, Rhode Island serving clients locally and around the country. We provide financial planning and investment management services to clients transitioning into or living in retirement. Eliot Rose serves clients as a fiduciary and never earns a commission of any kind.

A business model where the advisor receives absolutely no commissions or referral fees. We believe this is the only type of advisor who can truly provide unbiased and objective financial advice.

ARE YOU ASKING:

Are we going to be okay?

You are not alone.

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Helping your children while
caring for aging parents?

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Debating when to retire?

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Wondering if you’re in
the right investments?

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Searching for answers?

Let’s make retirement
planning easier

Transitioning into retirement should be a time to be happy and feel secure. You’ve worked your whole life for this day. But you catch yourself wondering,

Are we going to be okay?

That’s the question keeps most people up at night. And it’s why Eliot Rose Wealth Management created our exclusive Sustainable Spending Analyzer® (SSA). The SSA organizes, simplifies & answers the most important questions you have about your retirement.

The SSA is a next generation, 360-degree approach to retirement planning. It’s a refreshingly straight-forward tool that turns confusing charts and graphs into answers about the most important decisions related to your retirement.

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Retirement planning doesn’t need to feel overwhelming

Eliot Rose isn’t like most other financial advisory firms. We focus 100% on retirement and are 100% fee-only.  Sound refreshing? We hope so.

  • Fiduciary: We put your financial interests first – not ours.

  • Commission Free: We never charge commissions, ever.

  • Retirement Focused: Our business is centered around your retirement.

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Our Google Reviews

 

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*Please note that these Google reviews are from current/past clients and nobody was compensated for their review in any way.

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Social Security” is the term used for the Old-Age, Survivors, and Disability Insurance (OASDI) program in the United States. It’s run by the Social Security Administration (SSA), a federal agency. It’s best known for retirement benefits, but it also provides survivor benefits and income for workers who become disabled. Read more…

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The Sustainable Spending Analyzer (SSA) is a next generation, 360-degree approach to retirement planning. It’s a refreshingly straight-forward tool that turns confusing charts and graphs into answers about the most important decisions related to your retirement.

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This assures there are no hidden commissions or secret referral fees. We believe this is the only type of advisor who can truly provide unbiased and objective financial advice.