Forbes Financial Planning is an investment adviser registered with the Securities and Exchange Commission. Our firm is located on Main Street in East Greenwich, RI. Our mission is to change the way our clients approach investing and financial planning by focusing on technology to create an interactive client experience.
The firm was officially incorporated in 2007 in a small one room office on the East Side of Providence. After three years of steady growth, FFP moved to a larger office, also on the East Side. In 2014, we moved to our current location in East Greenwich and in 2016, we completed a successful acquisition of one of Rhode Island's well-established firms.
Our goal is to continue to improve the client experience, improve our technological offerings, contribute to our community in a meaningful way, and provide an educational setting for young financial planners to grow.