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Find Top Financial Advisors in Portsmouth, 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 Portsmouth, New Hampshire
Last Updated - 27-Jun-2022

Portsmouth has 4 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 47 non-vetted advisors in your local area. These financial advisors in Portsmouth, New Hampshire have an average of 13 years of experience.

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

Qualified Financial Advisors in Portsmouth, New Hampshire
Financial Advisor Experience AUM Minimum Assets Fee Structure
Joseph Skees
CFP®, ChFC®, Managing Partner
GRANITE BAY WEALTH MANAGEMENT, LLC
767 Islington Street,
Unit 1D,
Portsmouth, NH 03801
18 Not Specified $50,000 Fee-Based
Bluebird Wealth Management
BLUEBIRD WEALTH MANAGEMENT
6 Felton Ln,
West Newbury, MA 01985
11 $90,000,000 $250,000 Fee-Only
Jared Rubin
CFP®, Certificate in Blockchain and Digital Assets
EDELMAN FINANCIAL ENGINES, LLC
25 Burlington Mall Road,
Suite 405,
Burlington, MA 01803
12 Not Specified Not Specified 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 Portsmouth

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

About Granite Bay Wealth Management, LLC

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 Firm CRD# 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# 5228974
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 25 Burlington Mall Road,
Suite 405,
Burlington,
MA
01803
Phone Number 339-234-5600

I became a financial planner over a decade ago because I enjoy helping my clients in achieving peace of mind and pursuing their life dreams through financial planning. In my time away from work, I enjoy hiking in the mountains with my wife and two daughters. I also like keeping my mind sharp and building new skills. Currently, I'm learning to play guitar.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


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 Portsmouth, New Hampshire (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Prime Buchholz Llc
273 Corporate Drive, Suite 250,
Portsmouth, NH 3801
$8,835,781,776 49 A percentage of AUM
Fixed fees
Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)
Lake Street Advisors
230 Commerce Way , Suite 100,
Portsmouth, NH 3801
$3,395,378,209 1524 A percentage of AUM
Fixed fees
Other (PERCENT OF ASSETS UNDER ADVISEMENT)
David Wendell Associates, Inc.
2nd Floor , 325 Corporate Drive,
Portsmouth, NH 3801
$1,279,596,000 476 A percentage of AUM
Fixed fees
Charter Oak Capital Management
Two International Drive , Suite 325,
Portsmouth, NH 3801
$890,337,223 3439 A percentage of AUM
Hourly charges
Fixed fees
Measured Wealth Private Client Group, Llc
303 Islington Street,
Portsmouth, NH 3801
$447,857,247 1442 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Harbor Advisory Corporation
500 Market St., Ste 11,
Portsmouth, NH 3801
$391,747,800 411 A percentage of AUM
Hourly charges
Fixed fees
Essential Planning, Llc
500 Market Street, Unit 1d,
Portsmouth, NH 3801
$332,578,207 1481 A percentage of AUM
Hourly charges
Fixed fees
Seascape Capital Management,Llc
99 Bow Street , Suite 300 East,
Portsmouth, NH 3801
$299,978,752 583 A percentage of AUM
Granite Bay Wealth Management, Llc
767 Islington St., Unit 1-D,
Portsmouth, NH 3801
$292,496,013 1098 A percentage of AUM
Hourly charges
Fixed fees
Nvest Financial, Llc
Two International Drive , Suite 110,
Portsmouth, NH 3801
$274,411,301 1104 A percentage of AUM
Hourly charges
Fixed fees
Cornerstone Financial Planning, Llc
210 Commerce Way , Suite 230,
Portsmouth, NH 3801
$266,577,193 820 A percentage of AUM
Hourly charges
Fixed fees
Creegan & Nassoura Financial Group, Llc
117 Bow Street, Suite 111,
Portsmouth, NH 03801-3851
$229,178,817 348 A percentage of AUM
Hourly charges
Fixed fees
Clark Asset Management, Llc
170 Commerce Way , Suite 200,
Portsmouth, NH 3801
$199,376,740 291 Fixed fees
Secure Planning
42 Middle St,
Portsmouth, NH 3801
$176,668,505 896 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
Compass Rose Private Investment Management
110 Chapel St.,
Portsmouth, NH 3801
$130,847,487 552 A percentage of AUM
Fixed fees

    List of Additional Advisors in Portsmouth, New Hampshire*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Andy Chace
    Inquire with Andy
    25 Chestnut St, Ste 300N, Portsmouth, NH  03801 603-430-9080
    Bruce Addison
    Inquire with Bruce
    1 Harbour Place, Ste 125, Portsmouth, NH  03801 603-422-8919
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    1 Harbour Place, Ste 125, Portsmouth, NH  03801 603-422-8900
    Patricia G Everett
    Inquire with Patricia
    314 Middle St, Portsmouth, NH  03801 603-501-0324
    Cole R Parlin
    Inquire with Cole
    314 Middle St, Portsmouth, NH  03801 978-474-9905
    Scott White
    Inquire with Scott
    25 Chestnut St, Ste 300N, Portsmouth, NH  03801 603-430-9080
    David Blake
    Inquire with David
    25 Chestnut St, Ste 300N, Portsmouth, NH  03801 603-430-9080
    Travis Grieb
    Inquire with Travis
    25 Chestnut St, Ste 300N, Portsmouth, NH  03801 603-430-9080
    Jason Smith
    Inquire with Jason
    25 Chestnut St, Ste 300N, Portsmouth, NH  03801 603-430-9080
    Spike Trueworthy
    Inquire with Spike
    25 Chestnut St, Ste 300N, Portsmouth, NH  03801 603-430-9080
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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.

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      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.

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      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?