Our Firm
Founded in 1992, Newman Dignan & Sheerar is an independent investment and wealth management firm, privately owned by the principals. We are a "fee only" based advisor and are not affiliated with any financial institutions. ND & S provides the highest quality of investment and wealth management services to individuals, fiduciaries, non-profit, and profit corporations.
Our personnel include five senior investment professionals each with over twenty years of experience. Together with our dedicated staff, we will act as a team to provide the best overall services and advice to our clients.
Newman, Dignan & Sheerar is a registered Security Exchange Commission investment advisor located in Providence, Rhode Island. ND & S does not take custody of any client assets. We use third party, insured custodians like Charles Schwab Institutional and The Washington Trust Company.
Please call us if you have any questions about our firm or the range of financial services we provide.
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