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

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Eliot Rose Wealth Management

Worry Less.
Retire More.

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Let's make retirement planning easier

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Retirement planning doesn't need to feel overwhelming

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The Eliot Rose Team

Our Team - Home 2

Proud Member of:

FPA: Being part of the Financial Planning Association keeps our brains sharp and knowledge current. It's like being lifelong students in a school where every subject is all about helping you thrive financially.

Fee-Only Network: Our inclusion in the Fee-Only Network demonstrates our commitment to clear, honest advice. You can think of it as a guarantee that our guidance is based solely on what benefits you, keeping your financial future bright and clear.

NAPFA: Belonging to the National Association of Financial Advisors means we're all about 'fee-only' advice - no hidden agendas or commissions. Picture us as your dependable ally, always making your financial interests our top priority.

CFP: The Certified Financial Planner badge isn't just decoration. It's proof that we're equipped to build you a solid, comprehensive financial plan - think of us as master architects in financial plan development.

CFA: Holding the Chartered Financial Analyst title is like being an investment detective - Sherlock Holmes style. We dive deep into your investments to make sure they're optimized to meet your goals.

IWI: Our membership with the Investments & Wealth Institute gives us the inside track on the latest wealth management strategies. Plus, our Retirement Management Analyst (RMA) designation means we're skilled retirement navigators – our focus.

FAQ

Testimonials

Google Reviews

Graeme Newell
Graeme Newell

Founder | 602 Communications

What has been so great about working with the Eliot Rose team is that they provide solid answers to the question "how much is enough." Financial advisors in the path were always so maddeningly vague about how much I needed to save and how much I could spend. The team has really given me that specific information that I can use to plan more effectively and feel more secure.

Johnny Poulsen
Johnny Poulsen

Designation

Having worked with thousands of advisors in the last 25 years, Jason and his team stands out as one of the best I have ever come by.

Rebecca Brooks
Rebecca Brooks

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I highly recommend Eliot Rose. Jason and Paul are great to work with. I feel so much more knowledgeable and confident about the planning for my retirement even in times as uncertain as these.

Gregg Etter
Gregg Etter

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Jason and Paul are a great help. They will walk you thru the steps of a financial plan and run different scenarios to help with decisions. Most importantly they can communicate this in a way that is understandable. A pleasure to work with.

Gary & Carol Christensen
Gary & Carol Christensen

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Jason and Paul helped us to realize that retirement is possible! Their knowledge and guidance gave us such peace of mind. We learned so much throughout our planning process and are so grateful to them. We look forward to a long relationship as we retire into the next chapter of our lives.

Glenn Brannigan
Glenn Brannigan

Designation

Jason ,Paul and Kris were great to work with. All are very knowledgeable and yet very personable. We are very pleased with everything they put together for our retirement plan. Jason and Paul explain everything in great detail. Everything was tailored to our needs. They gave us great advice direction and piece of mind.

Let's schedule a meet and greet and get you on the path to retire confidently.

Call us right now!

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