Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
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 and
410
non-vetted advisors in your local area. 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 |
|
PEAK Wealth Management LLC
PEAK WEALTH MANAGEMENT LLC 20 Trafalgar Square, Suite 404, Nashua, NH 03063 |
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
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
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 110 | 49 | $8,835,781,776 | A percentage of AUM, Fixed fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)
|
|
| 24 | 52 | $3,473,912,000 | A percentage of AUM, Fixed fees, Performance Based
|
|
| 6 | 476 | $1,279,596,000 | A percentage of AUM, Fixed fees
|
|
| 8 | 893 | $667,113,572 | A percentage of AUM
|
|
| 11 | 1092 | $418,005,280 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 10 | 1348 | $381,375,682 | A percentage of AUM
|
|
| 5 | 214 | $325,969,866 | A percentage of AUM
|
|
| 10 | 1104 | $274,411,301 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 2 | 110 | $245,760,025 | A percentage of AUM, Fixed fees
|
|
| 5 | 635 | $239,236,405 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 6 | 896 | $176,668,505 | A percentage of AUM, Hourly charges, Fixed fees, Commision Based
|
|
| 1 | 59 | $160,069,220 | A percentage of AUM
|
|
| 1 | 577 | $118,622,100 | A percentage of AUM, Fixed fees
|
|
| 2 | 41 | $10,750,154 | A percentage of AUM, Hourly charges
|
|
| 2 | 0 | $0 | A percentage of AUM, Hourly charges
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 25 Chestnut St, Ste 300N, Portsmouth, NH 03801 | 603-430-9080 | |
| 5 Bedford Farms, Fl 3, Bedford, NH 03110 | 603-391-0503 | |
| 1 Pillsbury St, Ste 100, Concord, NH 03301 | 603-715-8486 | |
| 262 S River Rd, Ste 201, Bedford, NH 03110 | 603-606-4255 | |
| 288 S River Rd, Bldg C, Bedford, NH 03110 | 603-232-8266 | |
| 74 Northeastern Blvd, Unit 17A, Nashua, NH 03062 | 603-598-9880 | |
| 1 Harbour Place, Ste 125, Portsmouth, NH 03801 | 603-422-8919 | |
| 1000 Elm St 14th, Fl, Manchester, NH 03101 | 603-629-0258 | |
| 84 W Broadway, Derry, NH 03038 | 603-434-2722 | |
| 50 Nashua Road, Suite 200, Londonderry, NH 03053 | 603-437-5056 |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
