RI · Lincoln

Fiduciary advisors in Lincoln, RI

1 advisor with offices in Lincoln. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Lincoln

SOWA Financial Group Inc

Lincoln, Rhode Island

Fee-Based Independent RIA

SOWA Financial Group is an independent registered investment adviser in Lincoln, Rhode Island that provides financial planning and investment management on a fee-based basis. The firm is led by President Donna Sowa Allard, a CFP® and Accredited Investment Fiduciary®, along with team members Nathan Beauvais (CFP®, CIMA®, CPWA®) and Steven J. Beauvais. The firm serves individuals, executives, and small business owners, emphasizing a planning process that integrates personal values, goals, and life priorities alongside investment strategy.

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Financial advisors in Lincoln, Rhode Island

Advisors serving Lincoln specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Rhode Island's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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