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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 - 18-Mar-2023

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

Information on Qualified Financial Advisors in Concord

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

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


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

    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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      Frequently Asked Questions

      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 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.

      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?