Which Financial Advisor Should You Choose in East Providence, RI?

Old Forge Wealth Management provides specialized financial services with a focus on personalized planning, investment, and retirement advice. Our expertise includes portfolio management, tax optimization, estate planning, business retirement solutions, long-term care, and risk management.

Experience Your Wealth is a fee-only financial planning firm serving travel-loving families with household incomes over $400,000. We specialize in life-centered financial strategies that balance future security with present enjoyment. Our services include cash flow management, investment strategy, equity compensation planning, and tax optimization for clients seeking to align their money with their values.

Lally Wealth Management is a Rhode Island-based financial advisory firm specializing in retirement planning, 401k/IRA management, and long-term care solutions. We use tactical money management methodologies to protect assets from market volatility while creating reliable income streams for pre-retirees and retirees. Our client-centric approach combines over 30 years of industry experience with science-driven strategies to help clients achieve financial peace of mind.

Sheeley & Partners provides personalized investment advisory and wealth management services, focusing on customized strategies to help clients achieve financial goals. Our approach emphasizes risk management, diversified portfolio construction, and transparent fee structures. With a team of experienced professionals, we deliver accessible, client-centric solutions tailored to individual needs.

Coastal Financial Planning provides fee-only financial advisory services specializing in retirement planning, investment management, and corporate 401(k) solutions. Our client-centered approach combines personalized financial planning with active asset management to optimize long-term outcomes. With offices in Lincoln and Narragansett, RI, we serve individuals and corporations through transparent, commission-free financial strategies.

SK Wealth is a fee-only financial planning and investment management firm based in Providence, Rhode Island. We specialize in personalized wealth management, retirement planning, and corporate retirement solutions. Our fiduciary-driven approach prioritizes client needs through transparent, commission-free advisory services.

Cornerstone Financial Management provides personalized financial planning, investment management, and tax consulting services. Our fiduciary advisors help clients navigate complex financial decisions with customized strategies aligned to their values. With over 50 years of combined experience and industry-leading credentials, we serve individuals, families, business owners, and nonprofit organizations.

Bluebird Wealth Management is an independent fee-only financial advisory firm providing personalized investment management and comprehensive wealth planning services. We operate as fiduciaries committed to objective financial advice through customized portfolio construction and integrated financial planning. Our team of certified professionals serves clients nationwide with a focus on transparency, tax efficiency, and long-term financial success.

Compensation Planning provides third-party administration and consulting services for retirement plans, specializing in ERISA compliance, defined benefit solutions, and tax-optimized plan design. Our firm partners with business owners and financial professionals to create customized retirement strategies that reduce tax liabilities while meeting fiduciary obligations. With expertise in complex compliance testing and plan customization, we serve clients across industries seeking to maximize savings through qualified retirement arrangements.

Crestwood Advisors is an SEC-registered investment advisory firm specializing in personalized wealth management. We provide fiduciary-driven financial planning, investment strategies, and estate solutions tailored to clients unique goals. Our team combines expertise, transparency, and cutting-edge technology to help clients protect, preserve, and grow their wealth.