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Affiliate with Independence Financial Partners

As a financial professional, you want nothing less than the best for your clients. Your professional reputation depends on the quality of service you provide and the results you deliver. 

One part of giving clients the best service possible is having adequate support for you own work and access to the best informational resources in the industry.  Although it can be done, that’s a lot to ask of a professional working alone. Independence Financial Partners brings together many individual advisors and advisory groups, allowing them to retain their independence while gaining the benefit of our organizational resources:

  • Research—a dedicated team of professionals provide deep, insightful, current financial information.
  • Office support—calls are answered by a real person, giving every client personal attention whether for setting appointments, answering  questions, or handling transactions.
  • Facilities—like the right tool for the job, the right facilities help you do your best work.
    • Conference rooms of various sizes are available to support your presentations and offer a quiet, confidential meeting place.
    • Technologies to support professional video conferences.
    • Convenient, central office location that is easy for clients to find.
  • Professional Growth—Collaborate with other professionals and gain increased insights. Advisor continuity is critical; as an advisor approaches retirement, he or she teams with a younger advisor to ensure a smooth transition and comfortable client experience.
  • Independence—retain your independence as an advisor and fiduciary to your clients without proprietary constraints. 

You also have the freedom to affiliate the way that best suits your needs and your business model. Independence Financial Partners is built by advisors and dedicated to your success. Contact us to find out more.



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.

About Us
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.

The Next Step

Select a topic below, call 866-691-4100 or click to Contact Us