Eliot Rose Wealth Management
Profile reviewed by the Coyote Wealth Editorial Team — researchers and writers with experience across leading Wall Street financial institutions. Updated May 5, 2026.
Fee-Only Retirement Planning in Rhode Island
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Claim This Profile →About Eliot Rose Wealth Management
Eliot Rose Wealth Management is a Providence-based fee-only fiduciary RIA specializing in retirement planning and financial transitions. With CFP and CFA credentials plus the Retirement Management Analyst designation, their advisors bring specialized expertise to clients approaching or in retirement. As a NAPFA member firm they serve Rhode Island clients and nationally via virtual meetings.
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