Broker Check

Who We Are

Independence Financial Partners is a full-service independent financial services firm with a long history. We’re dedicated to one mission: making an impact on people’s lives by helping them reach financial success.

Founded in 1909, our family-owned and operated firm has been under the consistent leadership of one family of financial professionals since 1978. Today, we have the resources of a large independent financial advisory firm in Rhode Island.

Personal, concierge-level attention is our hallmark. From a simple phone call to resolving your most complex investment questions, our attention is centered on you, your family, your business and your future. We combine one-on-one, individualized service and attention to detail with top-flight investment advisory expertise and informational resources.

Building on our history of service and support and our New England legacy we’re looking forward to the next hundred years, offering Financial Planning, Retirement Plan Management, and Investment Advisory Services for individuals, families, and businesses.

Performance and Priority

You are our priority. Always.

Building on our reputation for wide and deep industry knowledge and quality service, we keep the focus  exclusively on you and what serves you best. Every relationship is a genuine partnership.

Learn more

Trusted Experience

Generations of experts working for you.

Striving for unparalleled support for clients and their advisors—from investment research to administrative and operational support. Tap into more than 100 years of service and experience of more than 50 financial professionals to guide you.

Learn more
<p>When Markets React</p>

When Markets React

When markets shift, experienced investors stick to their strategy.
Learn More
<p>Stay Safe with a B.O.P. At Your Back</p>

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Learn More
<p>What's My Potential Estate Tax?</p>

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.
Learn More

Tell Us How We Can Help You Today

Thank you!
Oops!