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Portfolio Size of 100K and
above
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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
Bedford, New Hampshire, is a city known for its charming surroundings and desirable living conditions for over 23,600 residents. Despite this city's smaller population, Bedford has a cost of living that is 22% higher than the national average. To make informed financial decisions in this high-cost city, residents can benefit from connecting with a fiduciary financial advisor who can help them manage their money and make informed decisions about their financial future. Additionally, a qualified financial advisor can provide ongoing support and assistance for your financial endeavors. To find top-ranked financial professionals in and near Bedford, New Hampshire, you can begin your search with WiserAdvisor's online directory. Our directory below features a list of screened and vetted financial advisors who offer a range of financial services in areas including financial planning, investment management, wealth management, retirement planning, and estate planning.
Bedford
has
6
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Bedford,
New Hampshire
have an average of
21
years of experience.
NOTE: The list of vetted financial
advisors in
Bedford,
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
Bedford, New Hampshire.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 15 Years | $100,000,000 | $0 | Fee-Only | |
| 15 Years | $65,000,000 | $100,000 | Not Specified | |
|
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 |
| Not Disclosed | Not Specified | Not Specified | Fee-Based | |
| 35 Years | Not Specified | Not Specified | Fee-Only | |
|
Jonathan Straus
CSNA (Certified Special Needs Advisor) COMMONS CAPITAL 254 Second Avenue, Suite 130, Needham, MA 02494 |
24 Years | $24,000,000,000 | $25,000,000 | Fee-Based |
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
Qualifications
CRD# 5692927
Firm CRD# 139627
Series 6, 7, 63, 65
Compensation/Fee Hourly, Commissions, Flat Fee, Based on Assets
Office Location
10 Durham Rd,
Dover,
NH
03820
Phone Number
603-496-0726
Aaron graduated from Granite State College with a Bachelors in Business Management and a Minor in Economics. He then went on to Southern New Hampshire University where he received his Masters in Finance, with a focus in Securities and Derivatives. Aaron obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2019. He also earned his Enrolled Agent license in 2015. The EA licensure is the highest credential awarded by the IRS and recognized in all 50 states. Before opening MAERCO Financial in 2023, Aaron spent 14 years as a financial advisor. Aaron also served 6 years in the U.S. Air Force as a Tactical Aircraft Maintainer at Beale AFB, CA where he deployed 4 times in service to Operation Iraqi Freedom, Operation Enduring Freedom and Operation Northern Watch. In his free time, Aaron enjoys exercising, hockey and being with his family. He currently lives in Bedford, NH with his wife and 4 daughters.
Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and sophisticated financial strategies can help make your investment goals a reality.
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# 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
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
800 South Street Suite 350,
Waltham,
MA
02453
Phone Number
888-242-6766
Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Firm CRD# 107271
Compensation/Fee Fee-Only, Based on Assets
Office Location
80 William Street,
Suite 260,
Wellesley,
MA
02481
Phone Number
781-235-7550
Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.
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, Legal Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 2839717
Firm CRD# 165738
Series 7, 24, 63, 65, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
254 Second Avenue, Suite 130,
Needham,
MA
02494
Phone Number
617-431-5155
Jonathan is the Founding Principal of Commons Capital. He has worked for many of the big Wall Street firms over his career including Smith Barney, Tucker Anthony, RBC Dain Rauscher, Advest and Merrill Lynch/Bank of America three of them by way of acquisition. Jonathan has an extensive background providing comprehensive wealth management advice and services to individuals, multigenerational families, businesses and institutions. He is a member of a select group of advisors who can offer personalized, discretionary asset management services. This enables him to function as your personal portfolio manager and to construct a portfolio that is aligned with your investment objectives, time horizon, risk tolerance, and overall financial strategy. For the last 13 consecutive years, Jonathan received the Boston Magazine FIVE STAR Wealth Manager Award for Overall Satisfaction. Five Star Professional partnered with Boston Magazine to conduct research to identify a select group of wealth managers who are exceptional in both their ability and their commitment to overall satisfaction. Fewer than 3% of the 20,000 wealth managers in the Boston area were selected. For the last 12 years, Jonathan was named to the Barron's Winners Circle Top Independent Advisors and invited to attend the annual conference. The Barron's Winner's Circle Top Independent Advisors Summit brings together the best in the business. It is designed to facilitate a free-flowing exchange of information, ideas and insights through peer-based communication and an unwavering focus on best practices and winning wealth management strategies.
Commons Capital is an independent, boutique private wealth management firm delivering an extraordinary multi-family office experience. Founded in 2009, the firm is headquartered in Needham, Massachusetts and maintains an office in New York City. We were established on the belief that we can greatly improve on the traditional Wall Street relationship. While economies of scale may substantially benefit financial institutions, they also create potential costs in the form of conflicts of interest. Our independence frees us from those biases and allows us to focus on what is important you. We have created a dynamic organization offering effective, flexible, and visionary financial services to a select client base, transcending the capabilities and limitations of traditional firms. We work across continents and across cultures, calling upon all that our distinctive team have learned and have lived, to create innovative and decisive possibilities with the certainty of action.
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, Insurance Products & Annuities
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 | 3307 | $1,325,621,457 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 10 | 4 | $769,514,188 | A Percentage of AUM, Performance Based
|
|
| 8 | 1142 | $364,401,801 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 13 | 919 | $353,363,992 | A Percentage of AUM, Fixed Fees
|
|
| 9 | 638 | $318,966,578 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 6 | 299 | $263,297,550 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (% OF ASSETS UNDER ADVISEMENT)
|
|
| 126 | 1263 | $255,646,737 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 7 | 611 | $149,829,866 | A Percentage of AUM
|
|
| 5 | 588 | $136,613,715 | A Percentage of AUM, Fixed Fees
|
|
| 3 | 219 | $122,027,570 | A Percentage of AUM, Fixed Fees
|
|
| 3 | 453 | $116,068,938 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 6 | 179 | $113,621,261 | A Percentage of AUM, Hourly charges
|
|
| 1 | 485 | $102,157,023 | A Percentage of AUM, Fixed Fees
|
|
| 2 | 45 | $5,816,394 | A Percentage of AUM, Hourly charges
|
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.
