Our Firm History

Continuity of quality, personal service to clients and the community drives Independence Financial Partners, now in our second generation of Beaulieu family leadership. Richard P. Beaulieu, Sr. joined the firm more than 50 years ago and began leading the John Hancock office in 1972. In 2002, Richard P. Beaulieu, Jr., and Kevin J. Beaulieu became Managing Partners of the firm, taking over the operation from their father.

Our name reflects the principles that guide us—as independent fiduciaries who serve the best interest of each client, offering unbiased advice with the freedom to choose products based on what is in the client’s best interest. Nothing is more important than serving the needs of our clients. 

Personal service, to us, includes genuine personal communication—people, not machines, answer our phones. On the phone or in person, clients get personal attention, answers to their questions, and resolution for their problems.

We serve clients of all ages and in all stages of their financial lives—whether you’re starting your first job and learning the basics of budgeting and saving for retirement; making plans to embark on your retirement years and goals; or considering how to plan for your legacy or transition your business to the next generation.

We’re grateful to have deep roots in our community and look forward to the next hundred years helping clients build and preserve wealth in the generations to come.

The Beaulieu’s father, Richard Beaulieu, CLU, joined John Hancock over 50 years ago as an agent then progressed his way up the ranks to a field manager who began leading the RI office in 1972. His legacy of excellence has grown with his sons, Rick who lives in East Greenwich and Kevin who is a resident of Warwick. The sons took over the management of the firm in 2001.

“Obviously we believe in putting down roots and working hard to grow something of value and significance to our clients, our advisors, and our community,” says Rick Beaulieu. “That’s why we chose to commemorate our firm’s 100th anniversary by planting 100 trees. We are looking to the past and also into the future to symbolize all that has been achieved and all there is to continue to do in helping our clients build and preserve wealth for generations to come,” continues Kevin Beaulieu.

In partnership with the Audubon Society of Rhode Island, Independence Financial Partners is giving a gift of a lifetime to show how rooted the firm is to Rhode Island and to cultivate the growth of the community that has contributed so much to the success of the firm over the last 100 years.

“Conservation is a core mission area of the Audubon Society of Rhode Island,” explains Lawrence Taft, Audubon Executive Director. “The number of sugar maples, historically an important part of the New England Landscape, has diminished in Rhode Island. We are pleased to partner with Independence Financial Partners to commemorate their 100 year anniversary. Together, we are restoring a native species to the state and ensuring future generations the opportunity to enjoy both the beauty of this tree as well as the educational maple sugaring programs that will eventually result from this planting.”