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Our Firm

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Years of experience have prepared us to guide you through your life transitions.

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Independence Financial Partners

The financial professionals of Independence Financial Partners are involved in their local communities: volunteering their time, sitting on Boards, and helping to raise funds for worthy causes. Notable achievements include:

  • In celebration of the firm's 100-year anniversary, they partnered with The Audubon Society to donate and plant 100 red cedar trees and 100 sugar maple trees throughout Rhode Island and Connecticut.

  • Almost $10,000 was raised through the Annual Charity Cookie Challenge to benefit the Westbay Marketplace, Warwick's emergency food pantry, and the House of Hope CDC.

  • Annually, Independence Financial Partners donates hundreds of socks, razors, hats, gloves, gift cards and other requested items to the House of Hope CDC whose goal is to prevent and end homelessness.

  • Independence Financial Partner's cyclists and runners have raised more than $10,000 for the annual Best Buddies Challenge in Hyannis Port, MA.

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