Founded in 1975, Professional Planning Group is an independent wealth management advisory firm headquartered in Westerly, Rhode Island. With a focus on personalized financial planning, the firm serves a diverse clientele including multigenerational families, corporate executives, educators, professionals, business owners, foundations, and endowments.
The company prides itself on a 'Client First' philosophy, emphasizing listening, understanding, and developing strategies that prioritize client needs. The firm's leadership team includes seasoned professionals holding prestigious designations such as CFP®, CFA®, and CPA, reflecting their commitment to expertise and integrity. Operating under Raymond James, Professional Planning Group leverages advanced technological resources to preserve client assets while maintaining confidentiality and security. The firm's historic building, restored in 2001, symbolizes its tradition of trust and community engagement.
Independent wealth management firm
Client-first philosophy
Over 50 years of experience
Comprehensive suite of services
Historic building restoration
Services
Personalized Wealth Management
Tailored financial planning and investment management services designed to meet individual client goals.
Our 'Client First' commitment means that what is important to you — is equally important to us. You come first — whether developing a portfolio uniquely designed to meet your goals, trying to get the most out of your personal investments, or trying to fund your children’s or grandchildren’s education — we listen, we understand and we develop strategies that put you first.
How does Professional Planning Group ensure the security of client assets? +
With the support of Raymond James, you can remain confident that your assets are preserved utilizing the latest technological resources. At Raymond James, confidentiality, integrity and the availability of its systems for client information are of the utmost importance. Technological systems are constantly monitored against threats of tampering or unauthorized activity. Raymond James uses encryption, virtual private networks, penetration/vulnerability testing, and the latest firewall and antivirus technology. Email monitoring utilized for regulatory and compliance purposes also protects client communications.
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