850 Aquidneck Ave
Middletown, RI 02842
At Finn & Meehan Wealth Management, LLC, we strive to deliver a truly personal planning experience. We believe that effective wealth management encourages clarity, not confusion. By simplifying the complexities often associated with financial planning, we inspire clients to pursue their most valued goals.
In working towards their financial and lifetime objectives, our clients can achieve renewed confidence. With this newfound confidence in their financial strategies, they can address their concerns about their financial future and return their focus to the things they enjoy most.
Through all chapters of life, we strive to provide the financial guidance needed to seek your enhanced quality of life.
We build relationships on our core values of honesty, integrity, and perseverance. Genuine connection and chemistry are key to success, and we work strive to create a truly comfortable environment for clients to enjoy. By uniting the capacity of a major brokerage firm with the personal touch of a boutique practice, we can build disciplined financial plans tailored to your unique goals. While large enough to access leading resources and relationships across the industry, our firm remains intimate enough so we can truly know our clients and continue developing lasting relationships.
Firm Start Year
Name of Broker/Dealer
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
I can meet clients in the following ways
Investment Advisor Representative
I am an acknowledged fiduciary
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Insurance and Annuity Licenses
Financial Organization Memberships
Non-Financial Organization Memberships
Firm's Number of Clients
Firm's Number of Planning Clients
Firm's Number of Managed Clients
Assets Managed by Firm
Advisor's Number of Clients
Advisor's Number of Managed Clients
Advisor's Number of Planning Clients
Assets Managed by Advisor
Minimum Portfolio Size for New Managed Accounts
Fee % Based on Assets
B.A Economics - Economics