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

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Who We Are

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Meet the team that helps
you worry less and retire more.

THINK OF US AS YOUR:

Planning Partners, Sounding Board & Financial Coaches

We will walk you through the important things that keep you up at night: secure monthly income, social security, realistic spending, healthcare, investments and taxes.

We want you to feel the comfort and peace of mind that comes with having a plan that works for you — at every stage of your retirement.

What sets us apart

[list_item title=”Fiduciary”]We put your financial interests first – not ours.[/list_item][list_item title=”Commission Free”]Zero dollars of commissions received.[/list_item][list_item title=”CFP® Professional”]The Certified Financial Planner™ designation is the gold standard in financial planning. Only 25% of advisors hold this designation.[/list_item][list_item title=”CFA Professional”]The Chartered Financial Analyst designation is the gold standard in investment management. Only 2.5% of advisors hold this designation.[/list_item][list_item title=”RMA® Professional”]The Retirement Management Advisor® is the gold standard in retirement planning process. Only 0.07% of advisors hold this designation.[/list_item][list_item title=”Retirement Focused”]There are huge differences in planning for accumulation vs. retirement. We focus 100% on retirement.[/list_item]
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Our Team

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

Schedule here

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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.