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.
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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
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.
Concord
has
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
40
non-vetted advisors in your local area. These financial advisors in
Concord, New Hampshire
have an average of
11
years of experience.
NOTE: The list of financial
advisors in
Concord, 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
Concord, New Hampshire.
| Qualified Financial Advisors in Concord, 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 |
Qualifications
Firm CRD# 293420
Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets
Office Location
6 Felton Ln,
West Newbury,
MA
01985
Phone Number
978-775-1287
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
Top Financial Advisor Firms in Concord, New Hampshire (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| DL CARLSON INVESTMENT GROUP INC
Two Capital Plaza , Suite 404, Concord, NH 3301 |
$825,042,553 | 763 |
A percentage of AUM |
| WHITEGATE INVESTMENT COUNSELORS, INC.
46 South Main Street, Concord, NH 3301 |
$717,814,661 | 475 |
A percentage of AUM Hourly charges Fixed fees |
| VALPEY FINANCIAL SERVICES LLC
100 North Main Street Suite 500, Concord, NH 3301 |
$164,196,365 | 511 |
A percentage of AUM Hourly charges |
| ATLAS FIDUCIARY SERVICES, INC.
123 N. State Street , Unit 1, Concord, NH 3301 |
$0 | 0 |
A percentage of AUM Hourly charges |
* Additional advisors listing is provided in partnership with Yext
Grow your AUM with pre-qualified leads!
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