About Us

We hope your visit will help you understand the opportunities and potential rewards that are available when you take an active approach to your personal financial situation. Newman Dignan & Sheerar has created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to achieve your financial goals.

Registered Investment Advisors

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 primarily use Charles Schwab Institutional as our custodian and broker for our clients.

Please call us if you have any questions about our firm or the range of financial services we provide.