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Portfolio Size of 100K and
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Your service helped us connect with Brian who had clients similar to our situation.
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Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
New Hampshire is a small state with a big personality. Its natural beauty, rich history, and vibrant economy make it a desirable place to live and work. As New Hampshire's population is expected to grow beyond 1.4 million and the cost of living is high, it's crucial for residents to understand the significance of planning for their financial future in this thriving state. Whether it's saving for retirement, creating a budget, or investing in the stock market, having a financial plan is crucial to achieving long-term financial goals. WiserAdvisor's directory of vetted financial advisors includes advisors with experience helping residents in and around the state of New Hampshire. Pre-screened financial advisors and firms in our network provide New Hampshire residents with valuable advice and personalized financial plans to help them identify their opportunities for financial growth. Therefore, if you're looking for a trustworthy financial advisor in New Hampshire, browse our list of vetted financial advisors and advisory firms and connect with the right advisor for your needs.
New Hampshire
has
2
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
New Hampshire
have an average of
16
years of experience.
NOTE: The list of vetted financial
advisors in
New Hampshire
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
New Hampshire.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Joseph Skees
CFP®, ChFC® GRANITE BAY WEALTH MANAGEMENT, LLC 767 Islington Street, Unit 1D, Portsmouth, NH 03801 |
18 Years | Not Specified | $50,000 | Fee-Based |
| 15 Years | $100,000,000 | $0 | Fee-Only |
Qualifications
CRD# 2585891
Firm CRD# 35747
Series 7, 24, 66
Compensation/Fee Fee-Based
Office Location
767 Islington Street,
Unit 1D,
Portsmouth,
NH
03801
Phone Number
888-610-8881
To combine the strength and heritage of our practice with the insight, concern, and experience of our associates to give clients objective, individualized advice and service that will help them achieve their long-term financial goals. We serve individuals and businesses in all areas of investment planning, including: - Retirement planning - Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you may need to retire comfortably. Helping clients manage their assets before and during retirement. - Education funding - Recommending investment and accumulation strategies to help you pay for your children's education. - Investments - Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending suitable investment vehicles to help you reach your goals. - Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.
Qualifications
CRD# 7509696
Firm CRD# 281036
Series 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
20 Trafalgar Square, Suite 404,
Nashua,
NH
03063
Phone Number
857-248-1647
As a smaller firm, we operate with the highest level of integrity and accountability; we have no hidden agendas or pressure to do anything other than what is in our client's best interest. Growing and protecting your wealth is our priority. We are a Registered Investment Advisory firm (RIA). We are therefore required to act as a fiduciary to our clients, which means that our advice must be in our clients' best interests. We are a fee-based advisor, and our fee is calculated as a percentage of the assets we manage. We thrive when your portfolio thrives, thus, our goals are aligned with your goals.
Advisory Services Provided:
Financial Planning, 401K Rollovers, Wealth Management, Estate Planning & Trusts
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 18 | 4 | $12,092,862,376 | A percentage of AUM, Performance Based |
|
| 129 | 70 | $10,409,452,909 | A percentage of AUM, Fixed fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
|
| 113 | 19 | $9,643,533,263 | A percentage of AUM |
|
| 23 | 18 | $3,554,771,000 | A percentage of AUM, Fixed fees, Performance Based |
|
| 45 | 1858 | $3,108,813,749 | A percentage of AUM, Fixed fees, Other (PERCENT OF ASSETS UNDER ADVISEMENT) |
|
| 30 | 2188 | $2,104,334,424 | A percentage of AUM, Performance Based |
|
| 22 | 3608 | $1,734,378,971 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 5 | 190 | $1,514,041,032 | A percentage of AUM, Fixed fees |
|
| 1 | 1 | $1,396,569,716 | A percentage of AUM, Fixed fees |
|
| 5 | 487 | $1,270,956,000 | A percentage of AUM, Fixed fees |
|
| 23 | 4048 | $1,109,715,192 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 8 | 691 | $774,040,243 | A percentage of AUM, Fixed fees |
|
| 18 | 9 | $738,640,908 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (FEES FOR CONSULTING SERVICES ON LAND CONSERVATION STRATEGIES) |
|
| 8 | 946 | $735,258,297 | A percentage of AUM |
|
| 16 | 4 | $682,730,409 | A percentage of AUM, Performance Based |
The role of a financial advisor is to provide professional financial guidance, advice, and money management services to individuals or businesses. They assist clients in various financial matters, including investment management, retirement planning, wealth management, estate management, and more, depending on the needs of an individual. Financial advisors assess their client's financial goals and risk tolerance and stay updated on market trends, investment options, and regulatory changes to provide informed advice. Additionally, financial advisors often act as fiduciaries, putting their client's best interests first while providing ongoing support and monitoring to help clients achieve their financial objectives. To make sure your best interests are being considered, read more about the role of a fiduciary financial advisor and the support they can provide.
During the initial consultation with a potential financial advisor in New Hampshire, it's recommended to ask them about their experience, areas of expertise, investment philosophy, fee and compensation methods, and their approach to financial planning. You should also ask about their fiduciary duty, which means they are legally and ethically bound to act in your best interests. It's important to choose an advisor who communicates clearly and transparently and whose values align with your own. To further understand if a financial advisor is best suited to your financial needs, consider using the following 10 key questions you should ask your financial advisor.
When choosing a financial advisor in New Hampshire, look for some common credentials like Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), etc. These designations indicate that the advisor has undergone rigorous training and testing in the field of financial planning and is committed to upholding high ethical standards. To ensure you are making a more informed decision while picking an advisor, explore the 6 common financial advisor certifications you need to know. To further explore the various credentials an advisor can hold, read more about advisor designations.
Yes, there are financial advisors in New Hampshire who specialize in retirement planning. These advisors typically have expertise in providing guidance on investment strategies, tax planning, wealth preservation, and legacy planning to optimize retirement outcomes. However, WiserAdvisor's directory may not include advisors that specialize in retirement planning. In the "Advisory Services Provided" section, you will be able to confirm if retirement planning services are among the services an advisor offers. To learn more about how you can further benefit from the help of a retirement planner, explore why you should hire a retirement advisor.
Yes, there are financial advisors in New Hampshire who are knowledgeable about socially responsible or sustainable investing. These advisors understand the growing interest in investing with environmental, social, and governance (ESG) factors in mind. When choosing a financial advisor who specializes in socially responsible investing, it may be wise to search for advisors who are members of organizations like the Sustainable Investment Professional Certification (SIPC) or the US SIF: The Forum for Sustainable and Responsible Investment. To further understand a financial advisor's approach to socially responsible investing, consider using the following 6 Questions On Sustainable Investing that you should ask your financial advisor.
The average cost or fee structure for financial advisors in New Hampshire can vary depending on a variety of factors, such as the advisor's experience, the complexity of your financial situation, and the level of service you require. Some advisors can charge fee-only based on a percentage of assets under management, or a flat fee for specific services. Alternatively, Some advisors use a combination of commissions and fees or solely earn commission by selling financial products. It's important to understand the fee structure of your financial advisor to ensure transparency and manage potential conflicts of interest. To learn more about financial advisor fees and the factors affecting them, explore the costs of hiring a financial advisor.
By working with an advisor who specializes in providing wealth management services, you can receive assistance in achieving your financial goals through personalized and comprehensive financial planning. The advisor can work closely with you to set clear objectives and devise a tailored financial plan encompassing investment management, tax planning, and risk management strategies. They also will regularly review and adjust the plan to accommodate changing circumstances and market conditions. To further explore how financial advisors listed on our directory for the state of New Hampshire can support you, learn more about the different types of financial advisors and their areas of expertise.
The typical minimum asset requirement for working with a financial advisor in New Hampshire can vary. While some advisors might have specific minimum investment thresholds, many are willing to offer valuable guidance and support regardless of the size of your portfolio. Even if you have a relatively small amount to invest, an advisor can assist you in creating a customized plan to achieve your financial goals, manage risks, and make well-informed decisions. To learn more about how financial advisors can help with investment management and portfolio growth, consider exploring the impact of asset allocation on your investments.
Many financial advisors in New Hampshire are also tax professionals or work closely with tax professionals to help clients with tax planning and optimization. These professionals can help you identify tax-saving strategies and recommend tax-efficient investment options by analyzing your current tax situation. However, the WiserAdvisor directory for the state of New Hampshire may not include advisors that specialize in providing tax-related services. In the "Advisory Services Provided" section, you will be able to confirm if tax planning and optimization are among the services an advisor offers.
Yes, a financial advisor in New Hampshire can help you prepare for your child's college expenses by analyzing your current financial situation, setting college savings goals, and providing guidance on college savings vehicles, such as the 529 College Savings Plan. Advisors can also help you navigate financial aid options when it is time for your child to go to college. To learn more about effective ways to save for college, read on about the best approaches to plan for a college education.
Yes, a financial advisor in New Hampshire can provide guidance on local tax strategies and exemptions unique to the state. New Hampshire has its own state tax laws and regulations, including income tax, property tax, and other local taxes. A knowledgeable financial advisor can help individuals and businesses navigate these specific tax requirements, identify potential tax-saving opportunities, and ensure compliance with local tax laws. To learn more, read on about how a financial advisor can help you manage your finances.
To evaluate the performance of your financial advisor in New Hampshire, you should start by assessing the progress of your financial goals and whether the advisor's recommendations align with your objectives. Compare your investment portfolio's performance to relevant market benchmarks, and evaluate advisor fees for reasonableness and transparency. Additionally, evaluate your advisor's communication and trustworthiness by assessing their ability to keep you informed, address concerns, and consider your overall satisfaction with their guidance. To learn more about evaluating your financial advisor, explore this guide on the things you should know to assess your financial advisor's work.
How often you should review your financial plan with your advisor in New Hampshire may depend on your specific situation and financial goals. For complex finances, you may need to meet with your financial advisor weekly or monthly, while for those with regular income and simpler investments, quarterly or annual meetings may be enough. Your advisor can assess your circumstances and help determine the appropriate frequency for reviewing your financial plan. Read on to learn more about how often you should meet with your advisor.
While already having a 401(k) or other retirement account is a positive step towards saving for retirement, a financial advisor in New Hampshire can provide helpful guidance and expertise beyond just managing your retirement account. They can help you set and prioritize your financial goals, optimize your investment strategy, manage risk, and provide knowledgeable financial market insights. With their knowledge and experience, a financial advisor can help you make informed decisions, navigate complex financial situations, and maximize the potential of your retirement savings. Explore why and when you might require a financial advisor to gain a better understanding of their role.
When choosing a financial advisor in New Hampshire, it's important to consider key factors including an advisor's qualifications, experience, and method of compensation. Additionally, it's important to consider their investment philosophy, approach to financial management, and whether a financial advisor is bound to act in your best interests. To ensure you are making an informed decision and choosing the right financial advisor to manage your finances, we recommend our guide on the 5 things to consider when hiring a financial advisor.
Yes, financial advisors can provide valuable guidance and support regardless of the size of your portfolio. Even with a small amount to invest, an advisor can help you develop a tailored plan to reach your financial goals, mitigate risks, and make informed financial decisions. To explore how financial advisors can assist with investment management and grow your portfolio, read more about the impact of asset allocation on your portfolio.
To determine the ideal retirement age and timeline for your financial situation in New Hampshire, several factors should be considered. Begin by assessing your current financial health, including savings, investments, and any employer-sponsored retirement plans. You also want to consider your anticipated Social Security benefits, desired lifestyle in retirement and expenses, and factors regarding your health and family longevity. To learn more about how to ensure your retirement is aligned with your financial capabilities and aspirations, learn more about the 6 important factors to assess your retirement readiness.
