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Find Top Financial Advisors in Hanover, 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 Hanover, New Hampshire
Last Updated - 06-Aug-2022

Hanover has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 1 non-vetted advisors in your local area. These financial advisors in Hanover, New Hampshire have an average of 30 years of experience.

NOTE: The list of financial advisors in Hanover, 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 Hanover, New Hampshire.

Qualified Financial Advisors in Hanover, New Hampshire
Financial Advisor Experience AUM Minimum Assets Fee Structure
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

Information on Qualified Financial Advisors in Hanover

Qualifications CRD# 1026790
Firm CRD# 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


Top Financial Advisor Firms in Hanover, New Hampshire (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
The Lyme Timber Company Llc
23 South Main Street , Suite 3a,
Hanover, NH 3755
$952,640,991 11 A percentage of AUM
Fixed fees
Performance Based
Other (FEES FOR CONSULTING SERVICES ON LAND CONSERVATION STRATEGIES)
Mascoma Wealth Management
80 South Main Street,
Hanover, NH 3755
$381,375,682 1348 A percentage of AUM
Hourly charges
Brendel Financial Advisors Llc
64 Lyme Rd.,
Hanover, NH 3755
$239,236,405 635 A percentage of AUM
Hourly charges
Fixed fees
Fisher Financial Advisors Llc
32 South Main Street,
Hanover, NH 3755
$187,382,001 537 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Hanover, New Hampshire*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Mary V Smith
    Inquire with Mary
    45 Lyme Rd, Ste 203, Hanover, NH  03755 603-653-0317
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      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.

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      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?