Brendon Pierce Financial Planning

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United States
Warwick, RI
Brendon Pierce Financial Planning

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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 economics, 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

11/02/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

10/30/2026

The CPI has shown low inflation since '09. Are your prices rising faster than the average?

It's important to understand how inflation is reported and how it can affect investments.

10/29/2026

As the leaves fall, so can your market risk. Now’s the perfect time to focus on your financial future. With annuities, you can enjoy reduced market exposure and increased retirement income. Let us guide you with safe accumulation strategies to help you secure your future.

10/28/2026

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?

When you retire, how will you treat your next chapter?

10/26/2026

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

10/23/2026

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.

The item most homeowners forget on their home improvement project checklist is insurance.

10/22/2026

Make the most of this season with the right tools to help you optimize your financial strategy. Explore unique opportunities with annuities and see how they can streamline your retirement planning. Reach out for more information and personalized guidance.

10/21/2026

Considering a vacation home? 5 questions to determine if you’re ready.

10/19/2026

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

10/16/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Address

Warwick, RI
02886

Telephone

+14016914129

Website

https://www.brendonpierce.com/

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