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Find Top Financial Advisors in Keene, 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 Keene, New Hampshire
Last Updated - 31-Jul-2022

Keene has 4 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 14 non-vetted advisors in your local area. These financial advisors in Keene, New Hampshire have an average of 26 years of experience.

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

Qualified Financial Advisors in Keene, New Hampshire
Financial Advisor Experience AUM Minimum Assets Fee Structure
Carl Amos Johnson
CFP®, AIF®
GROVE STREET FIDUCIARY, LLC
20 Grove Street,
Suite 240,
Peterborough, NH 03458
22 $358,757,735 $5,000,000 Fee-Only
Peter Canniff
CFP®
ADVANCED PORTFOLIO DESIGN, LLC
515 Groton Road,
Suite 201,
Westford, MA 01886
27 $500000 Not Specified Not Specified
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 Keene

Qualifications CRD# 4343732

Compensation/Fee Fee-Only, Based on Assets, Flat Fee, Hourly


Office Location 20 Grove Street,
Suite 240,
Peterborough,
NH
03458
Phone Number 800-258-9939

About Grove Street Fiduciary, LLC

I help provide security and signficance for clients and their financial resources. I work with clients' investments and financial matters within a comprehensive and global strategy that is individually designed. To the exclusion of every other consideration, I and my colleagues operate and advise in the best interests of our clients. We are compensated directly by them so we retain complete independence and objectivity.

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


Qualifications CRD# 2513892

Compensation/Fee Based on Assets, Flat Fee, Hourly


Office Location 515 Groton Road,
Suite 201,
Westford,
MA
01886
Phone Number 978-850-4910

About Advanced Portfolio Design, LLC

Knowing, understanding and communicating with our clients are our top priorities. Within a year of becoming Wealth Planning clients at Advanced Portfolio Design, LLC: I want clients to say Wow, I really feel like we are doing all of the right things to protect and build and pass on our wealth; we are using the most appropriate investment, tax, insurance and estate strategies. We have a handle on our property ownership and our business interests.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts


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


Qualifications CRD# 1526771
Firm CRD# 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 Keene, New Hampshire (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Bluestone Wealth Management Llc
67 Winter Street,
Keene, NH 3431
$245,760,025 110 A percentage of AUM
Fixed fees

    List of Additional Advisors in Keene, New Hampshire*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Professional Investors Network, LLC
    Inquire with Professional
    20 Main Street, Suite 7, Keene, NH  03431 860-539-2047
    Edward Jones
    Inquire with Edward
    178 Main Street, Suite B, Keene, NH  03431 603-352-1921
    The Monadnock Capital Group
    Inquire with Monadnock
    34 West Street, Suite 101, Keene, NH  03431 603-338-0515
    Allstate Personal Financial Representative: Bob DeRosa
    Inquire with Allstate
    266 Main St, Keene, NH  03431 603-357-7000
     BERGERON FINANCIAL
    Inquire with  BERGERON
    271 Old Walpole Rd., Keene, NH  03431 603-313-5857
    Erik Schulz
    Inquire with Erik
    15 Main St, Keene, NH  03431 603-552-2067
    Scott Trendell
    Inquire with Scott
    117 West St, Ste 2, Keene, NH  03431 603-499-4454
    Edward Jones
    Inquire with Edward
    151 West Street, Keene, NH  03431 603-357-7023
    Edward Jones
    Inquire with Edward
    37 Central Square, Keene, NH  03431 603-357-3131
    Edward Jones
    Inquire with Edward
    151 West Street, Keene, NH  03431 603-357-7023
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