Address / locations
(Locations and Directions)
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Bristol, RI 02809
Bristol, RI
Business Hours
(Please Call to Confirm)
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monday
8:00am-4:00pm
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tuesday
8:00am-4:00pm
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wednesday
8:00am-4:00pm
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thrusday
8:00am-4:00pm
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friday
8:00am-4:00pm
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saturday
8:00am-4:00pm
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sunday
closed
About Experience Your Wealth
Specialties: Hi there!
We provide virtual, fee-only financial planning services to travel-loving families who don't buy into the traditional 9-5, work until you're 65 concept. We help you find the responsible balance between investing for the future, but also experiencing life now.
Furthermore, we specialize in helping clients that have greater than $400,000 of household income and one (or m...
Specialties: Hi there!
We provide virtual, fee-only financial planning services to travel-loving families who don't buy into the traditional 9-5, work until you're 65 concept. We help you find the responsible balance between investing for the future, but also experiencing life now.
Furthermore, we specialize in helping clients that have greater than $400,000 of household income and one (or more) of the following - young kids, equity compensation (ISOs, NSOs, ESPP, RSUs), a business or are aspiring to own a business and/or have greater than a $2 million net worth. Established in 2019. We're the EYW team. Established in 2019, our home "office" is in Rhode Island, but we operate remotely and work with clients from all around the US.
Our team include a Certified Financial Planner (CFP), Certified Student Loan Professional (CSLP), a Chartered Financial Analyst (CFA), a Financial Paraplanner Qualified Professional (FPQP), a Licensed Marriage and Family Therapist (LMFT) and a Certified Financial Therapist (CFT-I™) as we love to nerd-out on the technical side of financial planning, but our true passion lays with the "personal" side of personal finance - helping our clients articulate & visualize their dream life and then best align their financial decisions with their life.
We're shaking up the financial planning industry by bringing modern, life-centered financial planning advice and personal CFO-level service to our clients.
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