The job of personal financial advisors is expected to boom over the next decade with a 32% growth rate, according to the Bureau of Labor Statistics.
The demand for financial advice is increasing as Baby Boomers approach retirement and seek help getting there. Financial advisors are in a business that profoundly impacts the lives of their clients. It’s financially rewarding, there’s a degree of independence, it’s intellectually stimulating .
Independence Financial Partners is a partnership built by advisors for advisors dedicated to your success. Our personalized support system and open access to management give you the opportunity to control your own destiny and your own income based on drive and performance.
Whether it’s our affiliation models, branding flexibility or open product solutions, Independence Financial Partners allows you to build your own practice your own way while providing the highest level of service and support to your clients.
Affiliate the way that makes sense for your business vision
…with an affiliation model based on the level of independence and support you want, while using your own unique business name. And as your business evolves, your affiliation can change with it.
Benefit from our experienced and dedicated Transition Team
…with our concierge service to help transition your practice with minimal disruption to your clients and your day-to-day business operations.
Take advantage of our Open Product Solutions
…with a comprehensive range of investment, advisory and preservation products from leading carriers to help meet your clients’ needs.
Utilize local, regional and national Resources to support your business growth
…with industry leading technology, practice management, market development, training and business support.
Build equity in your business and reap the benefits of the success you build
…with our innovative Equity and Succession Planning Platform.
Be Recognized and Rewarded for dedication, hard work and client service excellence
…with our exclusive Top Producer Program benefits.
How We’re Different
At Independence Financial Partners, your practice is built by you but backed by local and national resources powered by Royal Alliance to help move your practice forward. This unique combination of independence and support allows you to stay focused on meeting the needs of your clients, while providing help when you need it.
With Independence Financial Partners you get:
- Independence with an open product platform that includes a comprehensive range of investment, advisory and preservation products from leading carriers.
- Personalized infrastructure support through our office that provides compliance, supervision, technology, marketing, training and other services that allow you to stay focused on meeting the needs of your clients.
- The financial strength and scale associated with a well-recognized financial services company that’s been around for more than 150 years.
We are strongly committed to diversity and equal opportunity.
Independence Financial Partners has been helping individuals, families and businesses achieve their financial goals for over 100 years. The firm has more than 70 financial professionals throughout Southeastern New England who focus on specific areas to serve the unique needs of each client at every stage of life.
100+ Years of Experience
Over 100 years ago in 1909, John Hancock Life Insurance Company (USA) established an office in downtown Providence. Today, that office serves clients nationwide from its main office in Warwick, RI and offices in Connecticut and Massachusetts.
Meet our Managing Partners
Meet Co-Managing Partners Richard P. Beaulieu, Jr., CLU®, ChFC®, AIF® and Kevin J. Beaulieu, ChFC®, second generation owners of this family business dedicated to helping clients build and preserve wealth for generations.