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Find Top Financial Advisors in Bedford, New Hampshire

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Bedford, New Hampshire
Last Updated - 19-Jun-2022

Bedford has 6 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 47 non-vetted advisors in your local area. These financial advisors in Bedford, New Hampshire have an average of 18 years of experience.

NOTE: The list of financial advisors in Bedford, New Hampshire mentioned below do 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 Bedford, New Hampshire.

Qualified Financial Advisors in Bedford, New Hampshire
Financial Advisor Experience AUM Minimum Assets Fee Structure
Bluebird Wealth Management
BLUEBIRD WEALTH MANAGEMENT
6 Felton Ln,
West Newbury, MA 01985
11 $90,000,000 $250,000 Fee-Only
Jared Rubin
CFP®, Certificate in Blockchain and Digital Assets
EDELMAN FINANCIAL ENGINES, LLC
25 Burlington Mall Road,
Suite 405,
Burlington, MA 01803
12 Not Specified Not Specified Fee-Based
Joseph Skees
CFP®, ChFC®, Managing Partner
GRANITE BAY WEALTH MANAGEMENT, LLC
767 Islington Street,
Unit 1D,
Portsmouth, NH 03801
18 Not Specified $50,000 Fee-Based
Bill Coke
THE WILLIAM R. COKE GROUP
50 Rowes Wharf, 4th Floor,
Boston, MA 02110
Not Disclosed Not Specified Not Specified Fee-Based
Gabriel Goodhope
CFP®, ChFC®, CRPC®
EDELMAN FINANCIAL ENGINES, LLC
57 Wells Ave.,
Suite 31,
Newton, MA 02459
21 Not Specified Not Specified Fee-Based
Sally Boyle
CFP®, ChFC®, CDFA®, CLU®
SJ BOYLE WEALTH PLANNING LLC
45 Lyme Road Suite 204A,
Hanover, NH 03755
30 Not Specified $500,000 Fee-Based

Information on Qualified Financial Advisors in Bedford

Qualifications FirmCRD# 293420

Compensation/Fee Fee-Only, Based on Assets, Flat Fee, Hourly


Office Location 6 Felton Ln,
West Newbury,
MA
01985
Phone Number 978-775-1287

About Bluebird Wealth Management

We help people prepare for and thrive during retirement, by addressing critical factors such as retirement income generation, tax-sensitive portfolio management, insurance reviews (we do not sell insurance), and estate planning. We help our clients meet retirement and life goals by delivering transparent and independent asset management, tightly integrated with comprehensive financial planning, at an attractive value.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 5228974
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 25 Burlington Mall Road,
Suite 405,
Burlington,
MA
01803
Phone Number 339-234-5600

I became a financial planner over a decade ago because I enjoy helping my clients in achieving peace of mind and pursuing their life dreams through financial planning. In my time away from work, I enjoy hiking in the mountains with my wife and two daughters. I also like keeping my mind sharp and building new skills. Currently, I'm learning to play guitar.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 2585891
FirmCRD# 35747
Series 7, 24, 66

Compensation/Fee Fee-Based


Office Location 767 Islington Street,
Unit 1D,
Portsmouth,
NH
03801
Phone Number 888-610-8881

About Granite Bay Wealth Management, LLC

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# 1526771
FirmCRD# 79
Series 7, 66

Compensation/Fee Fee-Based


Office Location 50 Rowes Wharf, 4th Floor,
Boston,
MA
02110
Phone Number 617-654-2849

Bill Coke is a Managing Director and Wealth Advisor with J.P. Morgan Wealth Management. With over 30 years of financial services and industry experience, Bill focuses on asset allocation, portfolio management and planning for his clients, who include high-net-worth individuals, corporate executives, foundations, endowments and institutions. He works with his clients to build and customize diverse strategies suited to their specific risk tolerance and consistent with their short- and long-term goals, using a range of asset classes that include fixed income, equities, foreign investments, real estate, commodities and alternatives. Bill also has significant experience in serving middle-market pension plans, money managers, hedge funds and private equity firms, as well as assisting select corporate executives with executing public company control and restricted stock transactions, allowing them to monetize their illiquid holdings. Bill enjoys the challenges inherent in volatile markets and endeavors to translate this passion to the benefit of his clients, backed by a solid organization with leading research and thought leadership, including J.P. Morgan's vast array of institutional money management services. These internal and third-party managers are subject to extensive evaluations, interviews and in-depth questionnaires in order to provide Bill and his team with the tools they need to help his clients meet their financial needs. Prior to joining J.P. Morgan in 1991, Bill worked at Shearson Lehman/American Express and General Reinsurance, where he was responsible for evaluating and underwriting commercial property and casualty risks of Fortune 500 companies. A New England native, Bill grew up in the town of Harvard, Massachusetts, graduating from the University of MassachusettsAmherst with a B.A. in Business and Finance. As an active alumnus, Bill is a Founding Board Governor of the UMass Club in Boston. Being a strong proponent of education in his community, Bill has also served on the Parents Council of the Brooks School in North Andover, and has served two terms on the Board of Trustees at Lawrence Academy in Groton. In his free time, Bill enjoys skiing, running, sailing and spending time with his wife and their two sons at their home in Topsfield, Massachusetts.

About The William R. Coke Group

Mission With over 30 years of experience in the industry, we focus on delivering comprehensive, tailored investment plans designed to meet our clients goals. We deliver world-class research and trading, and support our individual clients by building diversified strategies using a range of asset classes.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 4292472
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 57 Wells Ave.,
Suite 31,
Newton,
MA
02459
Phone Number 339-225-4967

I have been helping my clients with their financial planning needs since 2003. I enjoy meeting new people and making a positive difference in their well-being so they can reach the financial goals and rewarding retirement they set out to achieve. Away from work, my wife and I seek out adventures like driving around South Africa, hiking the Dolomites or all things water sports.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 1026790
FirmCRD# 174158
Series 6, 7, 22, 63, 66

Compensation/Fee Fee-Based


Office Location 45 Lyme Road Suite 204A,
Hanover,
NH
03755
Phone Number 603-277-9953

For 30 years, Sally has been working with individuals and business owners, providing financial planning and business succession advice.In 2010, Sally earned the esteemed Certified Financial Planner designation issued by the Certified Financial Planner Board of Standards, Sally is also well-versed in how real life can impact wealth planning. Once upon a time, she found herself in a protracted, 3-year-long litigated divorce. Since then, Sally has devoted herself to a holistic approach to financial management. A portion of her time as an advisor is dedicated to working with the financial side of divorce for couples who want to collaborate in the transition and come out ahead. She does this as a Certified Divorce Financial Planner at The Better Half. www.betterhalfdivorcefinancial.com

About SJ Boyle Wealth Planning LLC

Money is never the goal. Money enables the goal. It is important to uncover what matters to you beyond the money. What are the people, places and things that you love? They need to factor into your wealth planning. If that sounds different than your typical wealth-planning conversation, that's because Sally J. Boyle Wealth Planning is not your typical financial management firm. You're not like everyone else. Shouldn't your planning reflect your uniqueness? It's about more than just managing investments. It's about looking at the whole financial picture where you are, where you want to be, and how to get there. Your plan is all about you and where you want to go in the short term, the long term, and the points in between. That's why we need to have conversations. Navigating to wherever you want to be happens not by accident, but with purpose and intent. We partner with industry and technology leaders in both financial planning and investment management. Our portfolios are geared for optimal returns through diversification, automatic rebalancing, and lower fees. Estate planning matters regardless of your income. It protects your hard-earned wealth. Beyond simply writing a will or executing a trust, estate planning is controlling your legacy efficiently, privately and personally. Why is money important to you? That might seem like an odd question. But it's where this journey should begin. Do you believe that financial management is about a one-dimensional plan for investing and retirement? If so, you're not alone. Getting to a dimensional plan with depth and destination requires questions. That means asking things like, Why is money important to you? The conversations we have provide a better understanding of your values and belief systems. We believe In Values-Based Planning. A logical extension of that is our approach to investing, which is also values-based. When you decide to become a client, I build a well researched portfolio. That research considers impact investing, with a focus on environmental, social and governance criteria. Additionally, that investment approach is sustainable. Living at today's speed of life, it's easy to avoid sorting out what matters to us. But I believe that every day, we are creating our future. We're committed to helping you build your tomorrow with purpose, intent and consciousness.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts


Top Financial Advisor Firms in Bedford, New Hampshire (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
The Harbor Group, Inc.
331 South River Road,
Bedford, NH 3110
$1,543,409,151 3193 A percentage of AUM
Hourly charges
Fixed fees
Alterna Capital Partners Llc
10 Corporate Drive , Suite 2204,
Bedford, NH 3110
$771,163,525 4 A percentage of AUM
Performance Based
Brophy Wealth Management, Llc
40 South River Road , Bedford Place Unit 15,
Bedford, NH 3110
$418,005,280 1092 A percentage of AUM
Hourly charges
Fixed fees
Milestone Financial Planning, Llc
3 Executive Park Drive , Suite 200,
Bedford, NH 3110
$382,780,986 842 A percentage of AUM
Fixed fees
Baldwinclarke
1 Bedford Farms Dr , Suite 102,
Bedford, NH 3110
$340,651,495 600 A percentage of AUM
Hourly charges
Fixed fees
The Eideard Group, Llc
360 Route 101 , Suite 13c,
Bedford, NH 3110
$318,712,694 280 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Other (% OF ASSETS UNDER ADVISEMENT)
Northeast Planning Associates, Inc.
43 Constitution Drive,
Bedford, NH 3110
$285,239,436 1518 A percentage of AUM
Hourly charges
Fixed fees
Cohen Investment Advisors, Llc
264 South River Road , Suite 414,
Bedford, NH 3110
$151,793,393 551 A percentage of AUM
Granite State Retirement Planning, Inc.
360 Route 101 , Suite 1301,
Bedford, NH 3110
$118,622,100 577 A percentage of AUM
Fixed fees
Bartley Financial Advisors, Llc
169 South River Road , Suite 17,
Bedford, NH 3110
$114,398,720 424 A percentage of AUM
Hourly charges
Fixed fees
Apex Wealth Management, Llc
1 Hardy Rd , #400,
Bedford, NH 3110
$106,519,918 184 A percentage of AUM
Fixed fees
Grodman Financial Group, Llc
40 South River Road , Unit 15,
Bedford, NH 3110
$10,750,154 41 A percentage of AUM
Hourly charges

    List of Additional Advisors in Bedford, New Hampshire*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Brian Caldwell
    Inquire with Brian
    5 Bedford Farms, Fl 3, Bedford, NH  03110 603-391-0503
    Brent Kiley
    Inquire with Brent
    262 S River Rd, Ste 201, Bedford, NH  03110 603-606-4255
    Arthur Meconi
    Inquire with Arthur
    288 S River Rd, Bldg C, Bedford, NH  03110 603-232-8266
    Brophy Wealth Management, LLC
    Inquire with Brophy
    40 S. River Road, Unit 15, Bedford, NH  03110 603-668-2303
    Charlene D Thibeault
    Inquire with Charlene
    262 S River Rd, Ste 201, Bedford, NH  03110 603-606-4255
    Lise Lavoie
    Inquire with Lise
    288 S River Rd, Bldg C, Bedford, NH  03110 603-606-8960
    Parag Kulshreshtha
    Inquire with Parag
    116 S River Rd, Bldg E, Bedford, NH  03110 603-606-4910
    James Livolsi
    Inquire with James
    262 S River Rd, Ste 201, Bedford, NH  03110 603-606-4255
    Jennie Parisi
    Inquire with Jennie
    262 S River Rd, Ste 201, Bedford, NH  03110 603-606-4255
    Joseph Tyler
    Inquire with Joseph
    406 Riverway Pl, Bedford, NH  03110 603-296-0022
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