2022 Client and Friends Holiday Reception at The Brenton Hotel

Randal Poirier, ChFC
Financial Planner, Partner
Independence Financial Partners
2022 Client & Friends Holiday Reception


I’m both fortunate and entirely grateful to have been able to host my 2022 Client & Friends Holiday Reception this past week at the beautiful Brenton Hotel here in our City by the Sea, Newport, RI. It was an evening filled with many laughs, delicious food and much cheer as we celebrated all that we are thankful for this holiday season and looked forward to 2023 for those opportunities which will almost certainly present themselves.

Read more about Randal and his mission of Doing Well by Doing Good Foundation to benefit Newport, RI Charities.


Previous EVENTS held by Randal Poirier

Island Moving Company Summer Soiree

The 2022 ARTSCAPES Summer Soiree fundraiser event benefiting Island Moving Company – Newport’s Contemporary Dance Co was an unbelievably beautiful experience. Every turn a memorable site to behold. The performers prancing in every garden landscape at “The Bellevue House”. The front stage lounge seating for Randal and guests was the crowning moment which led to lots of laughs, dancing and a personal Chinese Dragon Dance performance.

A Special Thanks to Randal Poirier, ChFC, Financial Planner and his foundation “Doing Well by Doing Good” for participating as an important sponsor to IMC and their efforts to bring the arts and performances to Newport and supporting youth to carry on the arts in our community

#community #fundraising #sponsorship #supportingartists#supportingthecommunity #islandmovingcompany#newportlivingandlifestyles #ballet #summer #newportri #rhodeisland#supportingourcommunity

2022 Yappy Hour at The Waves

Wow! This year’s Yappy Hour broke records for attendance and fundraising for the 20-year event. Guests gathered at ‘The Waves’ on Ledge Road where they met animals available for adoption at the Potter League and supported the organization’s work by joining in for a ‘Paw Raise’ to support the Nuala Pell Animal Care Fund.
The Nuala Pell Animal Care Fund ensures that homeless animals receive everything from basic care to treatment for serious medical issues. Thanks to these generous donors the thousands of animals that walk through our doors every day will continue to receive veterinary care, surgery, extensive rehabilitation, and life-saving medications often required before they can be placed in a loving home.
We cannot thank our generous hosts, Marc Lewinstein, Xana O’Neil, and the guest of honor Maalouf, who opened their home to fellow animal lovers enough. Their generosity, love and kindness for the Potter League and our animals is immensely appreciated.
We would also like to thank our Presenting Sponsor, Randal W. Poirier, ChFC, Financial Planner of Independence Financial Partners, our board of directors, our “Party Animals” committee, our volunteers & staff, and our in-kind sponsors Peak Event Services, Glorious Affairs Boutique Catering and Event Design, Wild Season Florals, Photography by Jessica Pohl, Lainey Dionne (musician), and Perfection Valet Parking for never-ending support and kindness.
We hope that you all had an incredible evening as we did. We were so grateful to be able to gather and see so many of our generous and wonderful friends. Thank you so much for making Yappy Hour a howling success!
P.S. More photos from Jessica Pohl to come!

The Women’s Wealth Strategies Club June luncheon

Presented by:
Randal Poirier, ChFC




Welcome to: The Women’s Wealth Strategies Club June luncheon was held at the elegant hotel and waterfront restaurant Forty1 North in Newport Rhode Island. The NL&L Wealth Strategies Investment Club is one of the philanthropic arms of NL&L. The goal for the series of speakers and meetings is to empower women in the financial market and become more confident, educated, independent, and most importantly, independently wealthy financial investors. The goal of this exclusive educational speaker series and its meetings is to provide knowledge to empower women to become more confident, educated, and, most importantly, financially independent investors. 

 ~ Helping You Navigate to a Secure Financial Future ~ Sponsored by: Randal Poirier, ChFC  Financial Planner, Partner of Independence Financial Partners provided access to two of his financial firm’s extremely qualified Asset Management Team Co-Directors, Marcin Krolikowski, Ph.D., CFA and Alfonso Cumplido, CFA . They intricately offered their current market outlook and how it may impact investors as we head into the second half of 2022 and beyond.

AS A FINANCIAL PLANNER AND FIDUCIARY, and as a Partner with the largest and oldest privately owned RI based Financial Services Firm, Randal’s mission is to help his clients navigate to a secure financial future. With that sole objective in mind, he is committed to listening to and understanding his clients’ unique financial goals and then using those specific goals as the foundation of a written Financial Plan for their future.  His written recommendations will help you accumulate, manage, and preserve your wealth in a tax-efficient manner, while also ensuring that a risk management focus is part of every recommendation made. Once your Financial Plan is completed, you are welcome to implement his planning recommendations on your own, with another Advisor, or you may choose to hire Randal as your Advisor to implement them on your behalf. Either way, Randal is committed to delivering unbiased fee-based financial advice which is solely in your best interest.

Photos and video by @perle_media


Stoneacre Dog Show

Stoneacre Dog Show

Benefitting Potter League

Stoneacre’s Second Annual Dog Show brought out every dog breed and dog trick imaginable and raised $8,058.44 to benefit the Potter League. It was delightful, patrons purchased tables and everyone brought their dogs to dine.

The entree’s were limited to 40 and could sign up in any of the categories.

  1. Prettiest B**ch
  2. Best Rescue (Any dog that came from a shelter or rescue)
  3. Most Handsome
  4. Doggy/Owner look-a-like
  5. Cutest Puppy – Young Dog
  6. Best Veteran – Senior Dog
  7. Best In Show


A festive client & friends holiday reception at The Brenton Hotel

It was a pleasure to recently host my 2021 Client & Friends Holiday Reception in The Living Room at the beautiful Brenton Hotel in Newport, RI. Forty of my clients and friends were able to gather together for some long overdue seasonal cheer and delicious food to celebrate this holiday season. I was truly honored to thank those clients who attended for our strong relationships and the many years of trust placed in me as their Financial Advisor.

Read more about Randal