A Tradition of Inquiry
We’re as curious about your needs, values, dreams and goals as we are about finance, markets, taxes and investment strategies.
Curious
Humble
Driven
Growth
Sincere
Confident
As a group, we are willing and humble.
We value our rich tradition of inquiry and are driven to learn and grow, with you and as professionals. We are not afraid to challenge convention or consider calculated risks. When necessary, we’ll ask tough questions, of you and of ourselves. We’re open and always engaged in continual improvement for you.
We are independent, fee-based financial Certified Financial Planner® professionals, a certification widely acknowledged as the definitive standard for investment management excellence. We maintain these standards continually as your asset managers and trusted financial advisors. We are earnest and sincere, working diligently in your best interest.
Loring’s Mission and Values
We founded Loring Advisory Group with a singular aim, to provide unrivaled and exceptional financial services and advice to clients, free of outside influence or incentive. We maintain this aim, our obligation and approach, and work objectively and honestly for you, our client.
We are always working to improve our offerings and engage you in ways that are meaningful, insightful and enriching. Clients are the heart of everything we do, from research and community engagement to continuing education and certifications. Loring is here for you, with Financial Advice for Life®.
Confident Performance and Planning
Our clients expect results from their investments and more from their investment managers.
We know that individual and family financial situations are complex, complicated and dynamic. You’ve worked hard, are disciplined and are seeking expert advice as much as asset and investment management. Our deep and varied expertise and passion for your financial success make us ideally suited to assist clients with exceptional demands and particular or complex financial management needs.
We’re deeply engaged in our client’s financial lives and personal successes, digging deep and delivering confidently where it matters for you in every engagement.
Our History
Jeff Loring founded Loring Financial Planning and Investments, an independent, fee-based Certified Financial Planner® group in 1996, to provide comprehensive, objective financial and investment advice to clients in New England and the Northeastern United States.
Loring Financial Planning and Investments enlisted 20-year insurance industry specialist, Colleen Farley in 2006, to help grow the firm and provide investment services to women, as a means to secure their financial futures. A family affair, Jeff and Colleen welcomed their son, widely acknowledged investment professional and decorated United States Army, Iraqi War Veteran, Nick Loring, into the firm in 2013.
Loring Advisory Group grew yet again in 2020 with the merger of Diamond Financial Services and the additions of James W. Diamond, CLU®, ChFC® to the advisory team.
Loring Advisory Group continues to grow, incorporating the expertise of exceptional financial services professionals with a range of specialties to serve the diverse needs of investment and planning clients across the country. While maintaining unrivaled customer service and support to a growing list of clients, Loring Advisory Group remains poised for the future, positioning the firm to provide innovative and informed financial planning, retirement and investment services to clients with the wisdom and experience of the founding partners and the energy, insights and enthusiasm of the next generation of skilled advisors, investment managers and retirement specialists.
Dedicated to family and community, the entire Loring Advisory Group team actively serves in varying capacities in civic and community organizations including the Rotary Club, Junior League of Rhode Island, the Knights of Columbus and the Financial Planning Association of Rhode Island. Continuing education, community and a culture of continual enrichment continue to be the driver of growth for Loring Advisory Group and their clients.
Advisors
Nick Loring
CFP®, CPWA®, CIMA®, MBA, CRPC®, CRPS®
CEO, Managing Partner, Certified Financial Planner™ Practitioner, Certified Private Wealth Advisor®, Certified Investment Management Analyst®
Crystal Wild
CFP®, MBA, AIF®, CPFA®
Director of Retirement Plans, Certified Financial Planner™ Practitioner
