Financial Advisor Providence, Rhode Island

With so many investment possibilities, how do you know what's best?

Tim Hayes is a financial advisor with the experience and knowledge you can trust to know which investment vehicles may be right for you. Whether you’re an individual, small business, or company executive, he’ll put you on a financial path that’s right for your needs.

Retirement Financial Needs

Review your assessment of your needs.

Independence

I am an advisor who is not selling any proprietary products or has any sales quotas.

Portfolio

Recommend investments, based on an explicit balance of growth vs. security.

Because I am independent

You benefit from advice and products tailored to your unique financial needs.

Taxes

Design a strategy for minimizing your tax burden.

Cost

Hourly cost or fee-only, with an estimate of a not-to-exceed price for the initial consultation, and annual follow-ups

 

When the Seasons of Life Change, Your Financial Strategy Should Change, Too

More About Tim

I will provide expert and highly personalized financial planning, retirement planning, and wealth management from my Dartmouth office when you need an independent financial advisor in Massachusetts (Dartmouth, Westport, Mattapoisett, Marion, Fairhaven,Martha’s Vineyard, Nantucket, or Rhode Island, Providence and Newport.)

If you’re concerned about your financial future, let’s talk