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Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
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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
Exeter, New Hampshire has a cost of living that is 14% higher than the national average. Therefore, Exeter residents may benefit from the assistance of a financial advisor to make the most of their earnings, choose suitable investments, and create an effective financial plan. To explore lucrative financial opportunities, consider working with a certified financial advisor in and near Exeter, New Hampshire. Through WiserAdvisor's directory of pre-screened and ranked financial advisors and advisory firms, you can compare vetted professionals who offer tailored guidance and services in retirement planning, investment planning, wealth management, financial planning, estate planning, and more, based on your specific financial goals. Additionally, we recommend using our free match tool to connect you with up to 3 vetted financial advisors matched to your specific needs.
Exeter
has
7
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Exeter,
New Hampshire
have an average of
19
years of experience.
NOTE: The list of vetted financial
advisors in
Exeter,
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
Exeter, New Hampshire.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
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 |
| 15 Years | Not Specified | $150,000 | Fee-Based | |
| Not Disclosed | $205,600,000,000 | Not Specified | Fee-Only | |
| Not Disclosed | Not Specified | $0 | Fee-Based | |
| 35 Years | Not Specified | Not Specified | Fee-Only | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| 11 Years | Not Specified | $250,000 | Fee-Based |
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
CRD# 5752506
Firm CRD# 8032
Series 7, 66
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
108 E Main St,
Ste 4B,
Gloucester,
MA
01930
Phone Number
978-420-4015
Robert manages $25 million in AUM as of 5/31/2025. Robert began his investment industry career in 2010. He serves high-net-worth individuals and their families by developing and implementing customized wealth management plans designed to suit their changing needs. His commitment is to provide trusted guidance, outstanding service, and simplified, objective education to all of his clients and their families. Prior to joining his father as a financial advisor at Stifel, Robert worked as a construction manager for 14 years. He earned a B.S. in Civil Engineering from Worcester Polytechnic Institute and holds Series 7 and 66 securities licenses and life, health, and variable insurance licenses (including annuities). When not in the office, Robert enjoys being on the ocean cruising or searching for fish. He also enjoys playing golf with family and friends.
Before founding Engineered Wealth Solutions, Robert L. Capone, Jr., spent 14 years as a construction manager, overseeing large commercial projects. He then began his finance career working with his father, who has over 40 years of industry experience and taught Robert the steps to building financial success. Robert's real-world engineering experience helps him connect with professionals from a host of demanding industries, allowing him to speak their language and translate key financial concepts.
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, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
25 Burlington Mall Road,
Suite 405,
Burlington,
MA
01803
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 117756
Series 7
Compensation/Fee Fee-Based, Based on Assets
Office Location
80 Blanchard Road, Suite 201,
Burlington,
MA
01803
Phone Number
888-225-3777
Sequoia uses the depth of our resources and the diversity of our talent to bring the right advisory team to every client. To do so, we've built a team culture where advisors and technicians can focus on specialization that matches their clients' needs. We bring clarity through our planning advice and asset management, accelerated by our custom technology platform and operational expertise. You are the central figure in your financial story, and you deserve an advisory team that will create an experience that is Built For You. Sequoia Financial Group offers full-service, comprehensive wealth management services. Wealth Planning - Our specialized, in-house Wealth Planning team takes a holistic approach to your finances, delivering comprehensive financial analysis, personalized strategies, and a built-for-you wealth plan you can put into action right away. Asset Management - Our team of investment experts is committed to achieving results for you. We employ a data-driven approach, meticulously and continuously evaluating the investment landscape. Family Office Services - Sequoia Sentinel serves families of exceptional means through long-term thinking, comprehensive planning, and robust investment capabilities. We prioritize preserving your legacy. What you can expect from Sequoia Financial Group: Objectivity - We are fiduciaries, we strive to simplify complex financial decisions so that our clients can take center stage. Service Across The Full Wealth Continuum - We proudly serve clients with diverse sources and substance of wealth, leveraging our operational expertise to support advisory teams focused on clients they love. Specialized Teams - We empower advisor teams to prioritize planning for and being with their clients. Our advisors and technical specialists are empowered to build practice groups with similar needs and expectations.
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, Estate Planning & Trusts, Insurance Products & Annuities
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
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
720 University Avenue,
Suite 230,
Norwood,
MA
02062
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 6317420
Firm CRD# 8032
Series 7, 66
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
5 Fundy Road,
Suite 2C,
Falmouth,
ME
04105
Phone Number
207-233-7846
"The best time to plant a tree was 20 years ago, but the second-best time is today." These words and the lessons my father taught me over the years instilled in me a planner's mindset and a passion for educating others. The old saying "an ounce of prevention is worth a pound of cure" is true in financial planning as well. My clients want a coach who can help them sort through the abundance of information available today while teaching them how to achieve their goals. As a father, I think a lot about the future of my two sons and want our financial resources to be a positive influence. As a husband, I want the security of knowing that my wife will be financially secure if the unexpected ever happens to me. My clients feel the same way. That's why I help families to save more, identify growth opportunities, protect what they've grown, and efficiently transfer their wealth to the next generation. I want my clients to live the life they love. Over the last several years, building my practice, I have felt the struggles and the pride of creating something of value, which is why I help business owners with strategies to get the most out of their business while managing their risk. When you decide to work with our practice, we start by understanding what is most important to you. Then our established process is used to build personalized strategies that fit your needs to help you achieve your financial goals. Lastly, we partner with you for the rest of your life to keep you on track. When I meet with clients, I want them to leave feeling understood, informed, in control and secure - with confidence in their future so they can focus their time enjoying what is important to them today. Outside of this important work, you can find me playing drums, reading a good spy book, playing fetch with our dog Seamus, or enjoying the Maine outdoors. Most often though, I'm with my family: at the playground, at a hockey rink or ball field, or at the beach and being the best father and husband I can be.
Objective Financial Planning for the Future You Envision Our commitment to every relationship is why we believe our clients entrust us to guide their financial lives and recommend us to their families and friends to do the same for them.
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, Estate Planning & Trusts, 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 |
|---|---|---|---|---|
| 16 | 4 | $682,730,409 | A percentage of AUM, Performance Based |
|
| 11 | 1401 | $656,268,782 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 8 | 1503 | $444,910,598 | A percentage of AUM, Fixed fees, Commission Based |
|
| 2 | 252 | $202,277,485 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 4 | 466 | $184,085,659 | A percentage of AUM, Fixed fees |
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 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?
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.
