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Find Top Financial Advisors in Portsmouth, New Hampshire

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 - May 11, 2024

Portsmouth has 4 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Portsmouth, New Hampshire have an average of 16 years of experience.

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

Qualified Financial Advisors in Portsmouth, 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
Aaron A Milne
CFP®, EA
MAERCO FINANCIAL
10 Durham Rd,
Dover, NH 03820
15 Years $65,000,000 $100,000 Not Specified
Edelman Financial Engines, LLC
25 Burlington Mall Road,
Suite 405,
Burlington, MA 01803
Not Disclosed $205,600,000,000 Not Specified Fee-Based
Allworth Financial
ALLWORTH FINANCIAL
800 South Street Suite 350,
Waltham, MA 02453
Not Disclosed Not Specified Not Specified Fee-Based

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Information on Qualified Financial Advisors in Portsmouth, New Hampshire

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

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 CRD# 5692927
Firm CRD# 139627
Series 6, 7, 63, 65

Compensation/Fee Hourly, Commissions, Flat Fee, Based on Assets


Office Location 10 Durham Rd,
Dover,
NH
03820
Phone Number 603-496-0726

Aaron graduated from Granite State College with a Bachelors in Business Management and a Minor in Economics. He then went on to Southern New Hampshire University where he received his Masters in Finance, with a focus in Securities and Derivatives. Aaron obtained his CERTIFIED FINANCIAL PLANNER certification in 2019. He also earned his Enrolled Agent license in 2015. The EA licensure is the highest credential awarded by the IRS and recognized in all 50 states. Before opening MAERCO Financial in 2023, Aaron spent 14 years as a financial advisor. Aaron also served 6 years in the U.S. Air Force as a Tactical Aircraft Maintainer at Beale AFB, CA where he deployed 4 times in service to Operation Iraqi Freedom, Operation Enduring Freedom and Operation Northern Watch. In his free time, Aaron enjoys exercising, hockey and being with his family. He currently lives in Bedford, NH with his wife and 4 daughters.

About MAERCO Financial

MAERCO Financial

Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and sophisticated financial strategies can help make your investment goals a reality.

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 Firm CRD# 104510

Compensation/Fee Fee-Based


Office Location 25 Burlington Mall Road,
Suite 405,
Burlington,
MA
01803
Phone Number 781-993-9191

About Edelman Financial Engines, LLC

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 investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's1 with 145+ offices across the country and entrusted by more than 1.3 million clients to manage more than $270 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 Barron's 2023 Top 100 RIA Firms list, an eight-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. 2Data as of Dec. 31, 2023.


Qualifications Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 800 South Street Suite 350,
Waltham,
MA
02453
Phone Number 888-242-6766

About Allworth Financial

Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Customer Reviews

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.

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
PRIME BUCHHOLZ LLC
273 Corporate Drive, Suite 250, Portsmouth, NH 3801
124 64 $8,878,539,401
A Percentage of AUM, Fixed Fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)
IMPAX ASSET MANAGEMENT LLC
30 Penhallow Street, Suite 400, Portsmouth, NH 3801
104 20 $7,540,692,270
A Percentage of AUM
LAKE STREET ADVISORS
145 Maplewood Avenue, Suite 210, Portsmouth, NH 3801
43 1862 $2,888,383,638
A Percentage of AUM, Fixed Fees, Other (PERCENT OF ASSETS UNDER ADVISEMENT)
WELLESLEY ASSET MANAGEMENT, INC.
100 Market Street, Suite 203, Portsmouth, NH 3801
34 1814 $2,394,519,530
A Percentage of AUM, Performance Based
DHK FINANCIAL ADVISORS INC
3 Greenleaf Woods Drive, Suite 202, Portsmouth, NH 3801
7 177 $1,305,687,839
A Percentage of AUM, Fixed Fees
DAVID WENDELL ASSOCIATES, INC.
1 New Hampshire Avenue, Suite 300, Portsmouth, NH 3801
5 470 $1,100,371,000
A Percentage of AUM, Fixed Fees
CHARTER OAK CAPITAL MANAGEMENT
Two International Drive, Suite 325, Portsmouth, NH 3801
21 4284 $983,419,357
A Percentage of AUM, Hourly charges, Fixed Fees
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
303 Islington Street, Portsmouth, NH 3801
14 1357 $384,672,853
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
HARBOR ADVISORY CORPORATION
500 Market St., Ste 11, Portsmouth, NH 3801
3 412 $359,737,957
A Percentage of AUM, Hourly charges, Fixed Fees
ESSENTIAL PLANNING, LLC
500 Market Street, Unit 1d, Portsmouth, NH 3801
9 1618 $310,367,487
A Percentage of AUM, Hourly charges, Fixed Fees
CLARK ASSET MANAGEMENT, LLC
170 Commerce Way, Suite 200, Portsmouth, NH 3801
8 386 $281,806,711
Fixed Fees
SEASCAPE CAPITAL MANAGEMENT,LLC
99 Bow Street, Suite 300 East, Portsmouth, NH 3801
6 642 $281,522,074
A Percentage of AUM
NVEST FINANCIAL, LLC
Two International Drive, Suite 110, Portsmouth, NH 3801
12 1184 $268,387,510
A Percentage of AUM, Hourly charges, Fixed Fees
CORNERSTONE FINANCIAL PLANNING, LLC
8 Greenleaf Woods Dr., Suite 202, Portsmouth, NH 3801
7 902 $254,201,637
A Percentage of AUM, Hourly charges, Fixed Fees
GRANITE BAY WEALTH MANAGEMENT, LLC
22 Deer Street, Suite 200, Portsmouth, NH 3801
8 1201 $252,513,654
A Percentage of AUM, Hourly charges, Fixed Fees

    Frequently Asked Questions

    The role of a financial advisor is to provide professional financial guidance, advice, and money management services to individuals or businesses. They assist clients in various financial matters, including investment management, retirement planning, wealth management, estate management, and more, depending on the needs of an individual. Financial advisors assess their client's financial goals and risk tolerance and stay updated on market trends, investment options, and regulatory changes to provide informed advice. Additionally, financial advisors often act as fiduciaries, putting their client's best interests first while providing ongoing support and monitoring to help clients achieve their financial objectives. To make sure your best interests are being considered, read more about the role of a fiduciary financial advisor and the support they can provide.

    During the initial consultation with a potential financial advisor in New Hampshire, it's recommended to ask them about their experience, areas of expertise, investment philosophy, fee and compensation methods, and their approach to financial planning. You should also ask about their fiduciary duty, which means they are legally and ethically bound to act in your best interests. It's important to choose an advisor who communicates clearly and transparently and whose values align with your own. To further understand if a financial advisor is best suited to your financial needs, consider using the following 10 key questions you should ask your financial advisor.

    When choosing a financial advisor in New Hampshire, look for some common credentials like Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), etc. These designations indicate that the advisor has undergone rigorous training and testing in the field of financial planning and is committed to upholding high ethical standards. To ensure you are making a more informed decision while picking an advisor, explore the 6 common financial advisor certifications you need to know. To further explore the various credentials an advisor can hold, read more about advisor designations.

    Yes, there are financial advisors in New Hampshire who specialize in retirement planning. These advisors typically have expertise in providing guidance on investment strategies, tax planning, wealth preservation, and legacy planning to optimize retirement outcomes. However, WiserAdvisor's directory may not include advisors that specialize in retirement planning. In the "Advisory Services Provided" section, you will be able to confirm if retirement planning services are among the services an advisor offers. To learn more about how you can further benefit from the help of a retirement planner, explore why you should hire a retirement advisor.

    Yes, there are financial advisors in New Hampshire who are knowledgeable about socially responsible or sustainable investing. These advisors understand the growing interest in investing with environmental, social, and governance (ESG) factors in mind. When choosing a financial advisor who specializes in socially responsible investing, it may be wise to search for advisors who are members of organizations like the Sustainable Investment Professional Certification (SIPC) or the US SIF: The Forum for Sustainable and Responsible Investment. To further understand a financial advisor's approach to socially responsible investing, consider using the following 6 Questions On Sustainable Investing that you should ask your financial advisor.

    The average cost or fee structure for financial advisors in New Hampshire can vary depending on a variety of factors, such as the advisor's experience, the complexity of your financial situation, and the level of service you require. Some advisors can charge fee-only based on a percentage of assets under management, or a flat fee for specific services. Alternatively, Some advisors use a combination of commissions and fees or solely earn commission by selling financial products. It's important to understand the fee structure of your financial advisor to ensure transparency and manage potential conflicts of interest. To learn more about financial advisor fees and the factors affecting them, explore the costs of hiring a financial advisor.

    By working with an advisor who specializes in providing wealth management services, you can receive assistance in achieving your financial goals through personalized and comprehensive financial planning. The advisor can work closely with you to set clear objectives and devise a tailored financial plan encompassing investment management, tax planning, and risk management strategies. They also will regularly review and adjust the plan to accommodate changing circumstances and market conditions. To further explore how financial advisors listed on our directory for the state of New Hampshire can support you, learn more about the different types of financial advisors and their areas of expertise.

    The typical minimum asset requirement for working with a financial advisor in New Hampshire can vary. While some advisors might have specific minimum investment thresholds, many are willing to offer valuable guidance and support regardless of the size of your portfolio. Even if you have a relatively small amount to invest, an advisor can assist you in creating a customized plan to achieve your financial goals, manage risks, and make well-informed decisions. To learn more about how financial advisors can help with investment management and portfolio growth, consider exploring the impact of asset allocation on your investments.

    Many financial advisors in New Hampshire are also tax professionals or work closely with tax professionals to help clients with tax planning and optimization. These professionals can help you identify tax-saving strategies and recommend tax-efficient investment options by analyzing your current tax situation. However, the WiserAdvisor directory for the state of New Hampshire may not include advisors that specialize in providing tax-related services. In the "Advisory Services Provided" section, you will be able to confirm if tax planning and optimization are among the services an advisor offers.

    Yes, a financial advisor in New Hampshire can help you prepare for your child's college expenses by analyzing your current financial situation, setting college savings goals, and providing guidance on college savings vehicles, such as the 529 College Savings Plan. Advisors can also help you navigate financial aid options when it is time for your child to go to college. To learn more about effective ways to save for college, read on about the best approaches to plan for a college education.

    Yes, a financial advisor in New Hampshire can provide guidance on local tax strategies and exemptions unique to the state. New Hampshire has its own state tax laws and regulations, including income tax, property tax, and other local taxes. A knowledgeable financial advisor can help individuals and businesses navigate these specific tax requirements, identify potential tax-saving opportunities, and ensure compliance with local tax laws. To learn more, read on about how a financial advisor can help you manage your finances.

    To evaluate the performance of your financial advisor in New Hampshire, you should start by assessing the progress of your financial goals and whether the advisor's recommendations align with your objectives. Compare your investment portfolio's performance to relevant market benchmarks, and evaluate advisor fees for reasonableness and transparency. Additionally, evaluate your advisor's communication and trustworthiness by assessing their ability to keep you informed, address concerns, and consider your overall satisfaction with their guidance. To learn more about evaluating your financial advisor, explore this guide on the things you should know to assess your financial advisor's work.

    How often you should review your financial plan with your advisor in New Hampshire may depend on your specific situation and financial goals. For complex finances, you may need to meet with your financial advisor weekly or monthly, while for those with regular income and simpler investments, quarterly or annual meetings may be enough. Your advisor can assess your circumstances and help determine the appropriate frequency for reviewing your financial plan. Read on to learn more about how often you should meet with your advisor.

    While already having a 401(k) or other retirement account is a positive step towards saving for retirement, a financial advisor in New Hampshire can provide helpful guidance and expertise beyond just managing your retirement account. They can help you set and prioritize your financial goals, optimize your investment strategy, manage risk, and provide knowledgeable financial market insights. With their knowledge and experience, a financial advisor can help you make informed decisions, navigate complex financial situations, and maximize the potential of your retirement savings. Explore why and when you might require a financial advisor to gain a better understanding of their role.

    When choosing a financial advisor in New Hampshire, it's important to consider key factors including an advisor's qualifications, experience, and method of compensation. Additionally, it's important to consider their investment philosophy, approach to financial management, and whether a financial advisor is bound to act in your best interests. To ensure you are making an informed decision and choosing the right financial advisor to manage your finances, we recommend our guide on the 5 things to consider when hiring a financial advisor.

    Yes, financial advisors can provide valuable guidance and support regardless of the size of your portfolio. Even with a small amount to invest, an advisor can help you develop a tailored plan to reach your financial goals, mitigate risks, and make informed financial decisions. To explore how financial advisors can assist with investment management and grow your portfolio, read more about the impact of asset allocation on your portfolio.

    To determine the ideal retirement age and timeline for your financial situation in New Hampshire, several factors should be considered. Begin by assessing your current financial health, including savings, investments, and any employer-sponsored retirement plans. You also want to consider your anticipated Social Security benefits, desired lifestyle in retirement and expenses, and factors regarding your health and family longevity. To learn more about how to ensure your retirement is aligned with your financial capabilities and aspirations, learn more about the 6 important factors to assess your retirement readiness.