Financial Advisors for Young Professionals in Rhode Island
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Featured Financial Advisors
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Financial Advisors
14 Client Reviews
"Chris is the consummate professional. He listens to my concerns and provides insight and recommendations. He is a true partner in my retirement planning. Every interaction with him has exceeded my expectations. I regret not connecting with him sooner."
3 Client Reviews
"Anthony has been an absolutely incredible partner to work with. He has helped me feel comfortable in my financial health and given me plenty of insightful and actionable advice in both financial planning and investments. In addition to being an amazing financial professional, he is also a very genuine guy. You can definitely tell that he cares about you as a person and individual and wants to see you achieve your best. He’s also LGBTQ+ friendly, which is a big consideration for me. 5 stars all around for Anthony and Dynamic FP."
3 Client Reviews
"Excellent, I have worked with Cayden for over a year and he has been very helpful in building a personal financial plan but also navigating difficult financial scenarios."
3 Client Reviews
"Working with Ryan has been an incredible experience for our family. Since working with Ryan we feel more confident about our financial decisions than we ever have. He took the time to really understand our family's values and hopes for this partnership. His wisdom has helped us navigate many aspects of our finances and hopes for the future. We are so grateful!"
1 Client Reviews
"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference with your resources. No regrets. Call Ian!"
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Balance Wealth isn’t just about managing finances; it’s about architecting equilibrium in your life. With our human-centered approach to financial planning, we aim to guide you towards this equilibrium. We’ll join you on your journey where balance, wealth, and a fulfilling life converge. We want to serve good, caring people who want to make a difference in this world and the lives of others – and we value that above the numbers on a page or dollars in an account.
You've worked hard to prepare for retirement. Retirement Matters will guide you through that transition and partner with you as you live out those dreams.
Christian financial advice for young, high-income families, professionals, and business owners who want to steward their resources wisely. We integrate tax-smart planning, investments, and cash flow strategies with Biblical wisdom to help you make confident financial decisions.
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FrequentlyAsked Questions
Should I get a financial advisor in my 20s?
Yes. Even without a high salary, an advisor can help you invest early, build a budget, and avoid costly mistakes.
What type of advisor is best for young adults?
Look for a fee-only fiduciary who works with young professionals and offers flat-rate or subscription-based services.
Can financial advisors help with student loans?
Yes. Advisors can help you manage repayment strategies, explore refinancing, and understand how debt impacts your goals.
How much does a financial advisor cost?
Fees vary — from hourly ($150–$400), flat-fee plans ($1,000–$3,000), or 0.5%–1.5% of assets under management.
Where do most young adults get financial advice?
Many turn to social media, but working with a certified advisor offers personalized, trusted guidance that scales with your income.
Do Young Adults Need a Financial Advisor?
Yes — young adults can benefit significantly from working with a financial advisor, even early in their careers. You don’t need to be wealthy to start. The right advisor helps you build smart habits from day one:
Create a Budget: Understand income, expenses, and how to start saving.
Manage Debt: Get help with student loans, credit cards, and payment strategies.
Invest Early: Learn how to invest in 401(k)s, Roth IRAs, or brokerage accounts.
Plan for Retirement: Take advantage of compound growth by starting early.
Set Goals: Whether it’s buying a house or starting a business, they’ll help you map it out.
Look for a fee-only fiduciary who specializes in working with 20- and 30-somethings — no high net worth required.
Create a Budget: Understand income, expenses, and how to start saving.
Manage Debt: Get help with student loans, credit cards, and payment strategies.
Invest Early: Learn how to invest in 401(k)s, Roth IRAs, or brokerage accounts.
Plan for Retirement: Take advantage of compound growth by starting early.
Set Goals: Whether it’s buying a house or starting a business, they’ll help you map it out.
Look for a fee-only fiduciary who specializes in working with 20- and 30-somethings — no high net worth required.
Not sure who’s right for you as a young professional? Answer a few quick questions, and we’ll introduce you to someone who fits.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
