About Us

Newport Advisory is dedicated to helping you discover, plan, invest, and protect your resources, so that you can achieve the financial freedom you seek now and leave a legacy for the future. Financial situations can have so many complex pieces to juggle that it’s often overwhelming. Think of us as your financial counselor, developing strategy, managing logistics and making sure that your journey unfolds in whatever way is right for you.

Our professional team has years of experience taking clients through the extensive planning process customized for their specifics situation. We believe that the mutual trust and respect that come with long-term relationships enable clients to feel confident and experience the sense of well being associated with the alignment of their values, goals and dreams.

More about Our Approach.