About us

About Money Ora Plan
Est. 1996
About Us

Your Trusted Partner in Financial Excellence

Money Ora Plan has been helping families, professionals, and businesses navigate the complexities of modern finance for nearly three decades.

Founded in Johnston, Rhode Island, we began as a small family-run advisory practice with a singular mission: to make Money Ora Plan accessible to everyday Americans. Today, our network of certified financial planners, insurance specialists, and loan consultants serves clients across all 50 states, managing over $2.5 billion in assets under advisement.

Our team holds the highest credentials in the financial industry, including CFP®, CFA, and CIC designations. We believe that true financial wellness isn't about getting rich quick — it's about building sustainable, long-term wealth through disciplined planning, informed decision-making, and a deep understanding of your personal goals and values.

Whether you're planning for retirement, navigating a major life transition, seeking the right insurance coverage, or looking for optimal financing solutions, we provide unbiased, fiduciary advice that puts your interests first. Our fee-transparent model means you'll never encounter hidden costs or conflicted recommendations — just honest, straightforward financial guidance that empowers you to take control of your financial destiny.

Fiduciary Advisors
Fee-Transparent Model
Licensed Nationwide
SEC Registered
Let's Connect Now

0+

Happy Clients

$0M+

Assets Managed

0+

Financial Advisors

0%

Client Satisfaction

Our Purpose

Vision That Inspires, Mission That Delivers

The principles that guide every financial strategy we craft and every client relationship we nurture.

Our Vision

To create a financial landscape where every American family has access to world-class, unbiased financial guidance regardless of their net worth or background. We envision a nation where financial literacy is universal, where retirement is secure, where insurance protects rather than exploits, and where every individual possesses the confidence and knowledge to make informed financial decisions that create lasting generational wealth. Money Ora Plan strives to be the catalyst that transforms this vision into reality.

Our Mission

To deliver personalized, fiduciary-first financial advisory services that prioritize client outcomes above all else. We are committed to continuous education for our advisors, leveraging cutting-edge financial technology, and maintaining the highest ethical standards in every interaction. Our mission is executed through transparent fee structures, comprehensive financial planning, proactive risk management, and an unwavering dedication to building long-term relationships grounded in trust, integrity, and measurable results that exceed our clients' expectations.