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Find Top Financial Advisors in Concord, 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 Concord, New Hampshire
Last Updated - 19-Jun-2022

Concord has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 39 non-vetted advisors in your local area. These financial advisors in Concord, New Hampshire have an average of 20 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
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
Bill Coke
THE WILLIAM R. COKE GROUP
50 Rowes Wharf, 4th Floor,
Boston, MA 02110
Not Disclosed Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Concord

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# 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


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


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

    List of Additional Advisors in Concord, New Hampshire*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Adam Davidson
    Inquire with Adam
    1 Pillsbury St, Ste 100, Concord, NH  03301 603-715-8486
    Susan Giroux
    Inquire with Susan
    10 Ferry St, Ste 312, Concord, NH  03301 603-226-3537
    Cynthia Magner
    Inquire with Cynthia
    10 Ferry St, Ste 312, Concord, NH  03301 603-226-3537
    Bruce Adams, Bankers Life Securities Financial Representative
    Inquire with Bruce
    6 Loudon Rd, Ste 302, Concord, NH  03301 603-224-5384
    Angela Beaulieu, Bankers Life Securities Financial Representative
    Inquire with Angela
    6 Loudon Rd, Ste 302, Concord, NH  03301 603-224-5384
    Todd Oconnell, Bankers Life Securities Financial Representative
    Inquire with Todd
    6 Loudon Rd, Ste 302, Concord, NH  03301 603-224-5384
    Glenn Flessas, Bankers Life Securities Financial Representative
    Inquire with Glenn
    6 Loudon Rd, Ste 302, Concord, NH  03301 603-224-5384
    Robert Samson, Bankers Life Securities Financial Representative
    Inquire with Robert
    6 Loudon Rd, Ste 302, Concord, NH  03301 603-224-5384
    Mary Laase, Bankers Life Securities Financial Representative
    Inquire with Mary
    6 Loudon Rd, Ste 302, Concord, NH  03301 603-224-5384
    Kevin Bishop, Bankers Life Securities Financial Representative
    Inquire with Kevin
    6 Loudon Rd, Ste 302, Concord, NH  03301 603-224-5384
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