The roots of Independence Financial Partners go back to 1909, when the company was established in Warwick, Rhode Island as an office of the John Hancock Life Insurance Company.
Over the past several decades, we’ve grown from a small insurance agency to become a full-service, family owned and operated financial firm serving Rhode Island, Connecticut, Massachusetts, and the greater New York area with Financial Planning, Retirement Plan Management, and Investment Advisory Services. More than 40 financial professionals work under one roof in the Warwick location and additional advisors serve clients from our office in Rocky Hill, Connecticut, making our firm the largest independent advisory firm in Rhode Island.
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 in the 1960s and began leading the John Hancock office in 1972. The solid relationships he built in the business community are still active today, as we continue to serve these clients and their children. In 2002, upon the retirement of Richard Beaulieu, Sr., sons Richard P. Beaulieu, Jr., and Kevin J. Beaulieu became Managing Partners of the firm. Their long tenure as Managing Partners and consistent leadership of the firm’s operation bring added stability and clarity of focus to Independence Financial Partners.
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.
