John + Finn - Financial Advisor in Middletown, RI

Paladin Research Report For:

John Finn

Finn and Meehan Wealth Management

850 Aquidneck Ave
Ste A4
Middletown, RI 02842

About John Finn

At Finn & Meehan Wealth Management, LLC, we strive to deliver a truly personal planning experience. We believe that effective wealth management encourages clarity, not confusion. By simplifying the complexities often associated with financial planning, we inspire clients to pursue their most valued goals.

In working towards their financial and lifetime objectives, our clients can achieve renewed confidence. With this newfound confidence in their financial strategies, they can address their concerns about their financial future and return their focus to the things they enjoy most.

Through all chapters of life, we strive to provide the financial guidance needed to seek your enhanced quality of life.

We build relationships on our core values of honesty, integrity, and perseverance. Genuine connection and chemistry are key to success, and we work strive to create a truly comfortable environment for clients to enjoy. By uniting the capacity of a major brokerage firm with the personal touch of a boutique practice, we can build disciplined financial plans tailored to your unique goals. While large enough to access leading resources and relationships across the industry, our firm remains intimate enough so we can truly know our clients and continue developing lasting relationships.

See Disclosures

General Information

Firm Start Year
  • 2001
No. of Employees
  • 5-9
  • 1505858
Firm CRD#
  • 6413
Name of Broker/Dealer
  • LPL Financial
States Licensed in
Years of Experience in Financial Services
  • 30
Number of Years with Current Firm
  • 20
Work Experience
  • For over 30 years I have helped people prepare for and enjoy retirement. Transitioning from one life chapter to the next can be difficult. I believe we have a process to simplify the process and create good experience for our clients.
Work with the following types of clients
  • Individual Investors
Advisory Services Provided
  • Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Advice & Consulting


Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CLU®, ChFC®, Chartered Financial Consultant (ChFC®)
Securities Licenses
  • Series 6, Series 7, Series 22, Series 24, Series 63, Series 65
Insurance and Annuity Licenses
  • Variable Life, HMO, Variable Annuity, Long Term Care, Disability, Health, Annuity, Accident, Life
Financial Organization Memberships
  • Financial Planning Association (FPA), National Association of Insurance and Financial Advisors (NAIFA), Society of Financial Services Professionals
Non-Financial Organization Memberships
  • St. Columba the Berkley Memorial Chapel, Senior Warden Island Youth Lacrosse, Asst. Coach

Firm Information

Firm's Number of Clients
  • 200
Firm's Number of Planning Clients
  • 175
Firm's Number of Managed Clients
  • 200
Assets Managed by Firm
  • 200000000
Advisor's Number of Clients
  • 250
Advisor's Number of Managed Clients
  • 160
Advisor's Number of Planning Clients
  • 125
Assets Managed by Advisor
  • $200,000,000

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • 250000
Compensation Methods
  • Flat Fee, Based on Assets, Hourly
Fee % Based on Assets
  • 1%
Hourly Rate
  • $200


B.A Economics - Economics
  • University of Rhode Island
    September 1981 - May 1985

Disclosures provides referrals to financial professionals of LPL Financial, LLC (LPL). is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.


Additional Detailed Disclosures