Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®
Experience Industry experience
7 years
Location
Chepachet, RI
Aurelius Family Office, LLC
Team
Gregory Barishian is a CFP® professional with seven years of industry experience, currently serving at Aurelius Family Office, LLC since 2023. His prior roles include positions at Corrigan Financial, Inc. and LPL Financial. He also serves on the finance committee of The Village Common of RI, a nonprofit supporting older adults who wish to age in place. Aurelius Family Office, LLC provides wealth management and comprehensive financial planning to individuals, retirement plans, charitable organizations, and corporate entities. The firm customizes portfolios based on client objectives and risk tolerance, utilizing fundamental analysis, factor investing, quantitative methods, and modern portfolio theory.
Based on Aurelius Family Office, LLC
Based on Aurelius Family Office, LLC
Based on Aurelius Family Office, LLC
Fixed fees for standalone financial planning and consulting services from $2,000 to $10,000; $2,500 fixed fee for estate planning documents through ARAG Services
$0 - $1,000,000: 1.25% $1,000,000 - $2,500,000: 1.00% $2,500,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.70% $10,000,000+: 0.50%
Account minimum: $800,000 Minimum fee: Minimum quarterly fee of $2,500, which implies an $800,000 minimum at the highest fee tier Fee-only: Fixed fees generally range from $2,000 to $10,000 for standalone financial planning and consulting services
Chepachet, RI
Chepachet RI
Advisors at this office
1
Rhode Island
7 years of industry experience
Aurelius Family Office, LLC
2023 - Present • 3 years
Chepachet, RI
Corrigan Financial, Inc.
2019 - 2023 • 4 years
Middletown, RI
Children's Friend and Service
2017 - 2019 • 2 years
Providence, RI
LPL Financial
2015 - 2019 • 4 years
Providence, RI
Harkins Wealth Mgmt
2014 - 2019 • 5 years
Providence, RI
IMT Services Corporation
2008 - 2017 • 9 years
Warwick, RI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 66
Providence, RI
Efficient Capital Strategies, LLC
Jonathan Kuczmarski is a financial advisor at Efficient Capital Strategies, LLC in Providence, RI, with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at WhaleRock Point Partners, LLC and Ameriprise. His firm provides customized, goals-based financial planning, discretionary portfolio management, and advisory consultations for both individual and institutional clients. Efficient Capital Strategies employs a value-oriented investment approach centered on fundamental analysis and offers services including project-based consultations and performance reviews, serving high-net-worth individuals as well as corporate and institutional clients.
CFP®, Series 66
Lincoln, RI
Eisenhiler Capital LLC
Jan Hilfer is a CFP® and Series 66 credentialed financial advisor with 12 years of industry experience. He has worked at Edward Jones for nine years before founding Eisenhilfer Capital LLC, where he has been practicing since 2022. Eisenhilfer Capital LLC provides discretionary portfolio management and financial planning to individual investors, charitable organizations, and businesses. The firm customizes investment strategies based on client objectives and risk tolerance, utilizing approaches such as fundamental analysis and modern portfolio theory, and offers educational seminars upon request.
Series 63, Series 65
Providence, RI
Lodestar Wealth, LLC
James Tavares is a financial advisor with Lodestar Wealth, LLC in Providence, RI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Quasar Distributors, LLC and Horizon Investments. He also supports a startup healthcare financial technology firm without receiving compensation. Lodestar Wealth Public Benefit, LLC is an independent registered investment adviser serving individuals, including high-net-worth clients, and business entities. The firm uses ETF-based, long-term portfolios guided by documented Investment Policy Statements and employs a combination of modern portfolio theory, fundamental, quantitative, and technical analysis to construct diversified allocations.
CFP®, Series 65, Series 66
Providence, RI
Rhodeway Financial
John Connaughton is a CFP® professional at Rhodeway Financial with three years of industry experience. He previously worked at Columbia Funds and FINRA and serves as a paid independent trustee of the Columbia Funds. Rhodeway Financial offers financial planning and financial literacy seminars primarily for individuals and nonprofit organizations, focusing on investment, retirement, tax, college, and debt planning. The firm emphasizes mutual funds, particularly within employer-sponsored retirement plans, and provides non-discretionary advice without managing client portfolios or charging asset-based fees.
CFP®, Series 65
North Smithfield, RI
CB Capital LLC
Christopher Benoit is a CFP® with seven years of experience in financial advising, currently operating as the sole advisor at CB Capital LLC. He also serves as Vice President of Anchor Auto Group, an automotive dealership, and is President and owner of CB Capital Reinsurance Ltd., an automotive reinsurance company. Benoit has been involved in the automotive industry since 1998 alongside his advisory work. CB Capital LLC provides financial planning and portfolio management for individuals and high-net-worth clients, as well as retirement plan consulting for employer-sponsored plans. The firm also offers specialized reinsurance consulting for automotive reinsurance companies, combining expertise in retirement plans with automotive-related financial services.
CFP®, CFA®, Series 66
Providence, RI
Goal Wealth Advisory Group, LLC
Eduardo Borges is a CFP® and CFA® with 10 years of industry experience. He has held positions at Morgan Stanley Private Bank and Fortune Financial Services before founding Goal Wealth Advisory Group, LLC. Borges holds a Series 66 license and is also licensed to sell life and health insurance. Goal Wealth Advisory Group, LLC offers investment management, comprehensive financial planning, and employer retirement-plan consulting to individuals, including high-net-worth clients, as well as nonprofit and charitable organizations. The firm primarily uses a passive investment approach with index mutual funds and ETFs, incorporating fundamental, technical, and cyclical analysis to evaluate sectors and securities, while tailoring portfolios to client objectives and tax considerations.
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