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  • Serving clients since 2002
  • 100% Fee-Only ⊕, No Surprises
  • Focused on Your Retirement Transition – Your “Leap Year ⊕”
  • Education & Context at Every Step
  • Rhode Island something…
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Why Work With Us?

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Retirement planning doesn't need to feel overwhelming

Eliot Rose isn’t like most other financial advisory firms. We work solely with clients on the verge of retirement and are proud to be a 100% Fee-Only ⊕ Financial Planner.

Sound refreshing? We hope so.
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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.

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*Please note that these Google reviews are from current/past clients and nobody was compensated for their review in any way.

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