Brendon Pierce Financial Planning

Brendon Pierce Financial Planning Securities and investment advisory services offered through Osaic Wealth, Inc. member
FINRA/SIPC.

Brendon Pierce, a Financial Advisor with Independence Financial Partners, has worked in the financial services industry since 2013. Previously Brendon worked for Barnum Financial Group, and New York Life. He also has experience as a business owner, starting and building a business right out of college where he earned a BS in Finance with a concentration in investment management and minors in econ

omics, art history and sociology. He holds the SIE, Series 6, 63, and 65 licenses, and his Life and Health insurance license. In his work with clients, Brendon appreciates the varying points of view and company dynamics that he sees. His driving question is, “How can we make better financial decisions and what impact will that have on our life?” His deep interest in behavior and money mindsets stems from personal experiences and the desire to help people answer basic questions about investments—from evaluating risk to determining how much to save or spend. With these points in mind, Brendon helps clients to create a better tomorrow and ensures that they are educated to completely understand all parts of the planning process. Brandon has a thirst for learning; he loves reading and is fascinated with mathematics. Beyond his focus on financial topics, he also has an interest in nutrition and fitness. An avid snowboarder, when he’s not at the office, Brendon enjoys surfing, running, and outdoor sports as well as spending time at the gym. Focus
• Retirement Planning
• Retirement Distribution Strategies
• Wealth Management
• Protection Planning
• ERISA, 457b and 403(b) Plans
• Asset Allocation
• Long-term Care Planning
• Life Insurance Strategies
• Detailed Financial Plans
• Disability Insurance

Being healthy may help your personal finances.
09/02/2026

Being healthy may help your personal finances.

Being healthy not only makes you feel good, it may also help you financially.

The sooner you begin investing, the longer your money can work for you.
08/31/2026

The sooner you begin investing, the longer your money can work for you.

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Learn more about whether you need to pay estimated taxes.
08/28/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

🔑 Unlock the power to shape your legacy! 🔑 As August is What Will Be Your Legacy Month, let's remember that we have the ...
08/27/2026

🔑 Unlock the power to shape your legacy! 🔑 As August is What Will Be Your Legacy Month, let's remember that we have the ability to shape our own legacies. The choices we make, the actions we take—they all contribute to the story we leave behind. Dream big, pursue your passions, and live a life that inspires others to do the same. 💫

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
08/26/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

08/24/2026

Learn how to maximize your Qualified Charitable Distributions!

08/21/2026

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.

💡 Your legacy: a beacon of light in a changing world! 💡 During this special month, let's remember that our legacy isn't ...
08/20/2026

💡 Your legacy: a beacon of light in a changing world! 💡 During this special month, let's remember that our legacy isn't just about our achievements—it's about the values we hold dear and the positive change we create. Share your wisdom, uplift others, and be the guiding light that illuminates the path for future generations. ✨

Can group and private disability policies work together?
08/19/2026

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

08/17/2026

Check out this informative video on bull and bear markets to better understand how the stock market works!

Address

Warwick, RI
02886

Telephone

+14016914129

Website

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