Find Best Financial Advisors in New Hampshire

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A densely populated state like New Hampshire has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in New Hampshire and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in New Hampshire
Last Updated - 11-Aug-2022

New Hampshire has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 382 non-vetted advisors in your local area. These financial advisors in New Hampshire have an average of 24 years of experience.

NOTE: The list of financial advisors in 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 New Hampshire.

List of Qualified Financial Advisors in New Hampshire
Financial Advisor Experience AUM Minimum Assets Fee Structure
Sally Boyle
45 Lyme Road Suite 204A,
Hanover, NH 03755
30 Not Specified $500,000 Fee-Based
Joseph Skees
CFP®, ChFC®, Managing Partner
767 Islington Street,
Unit 1D,
Portsmouth, NH 03801
18 Not Specified $50,000 Fee-Based

Information on Qualified Financial Advisors in New Hampshire

Qualifications CRD# 1026790
Firm CRD# 174158
Series 6, 7, 22, 63, 66

Compensation/Fee Fee-Based

Office Location 45 Lyme Road Suite 204A,
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# 2585891
Firm CRD# 35747
Series 7, 24, 66

Compensation/Fee Fee-Based

Office Location 767 Islington Street,
Unit 1D,
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.

Top Financial Advisor Firms in 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
Hourly charges
Fixed fees
Global Forest Partners Lp
67 Etna Road , Suite 500,
Lebanon, NH 3766
$3,473,912,000 52 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
David Wendell Associates, Inc.
2nd Floor , 325 Corporate Drive,
Portsmouth, NH 3801
$1,279,596,000 476 A percentage of AUM
Fixed fees
Eldridge Investment Advisors Inc
686 Chestnut St,
Manchester, NH 3104
$667,113,572 893 A percentage of AUM
Brophy Wealth Management, Llc
40 South River Road , Bedford Place Unit 15,
Bedford, NH 3110
$418,005,280 1092 A percentage of AUM
Hourly charges
Fixed fees
Mascoma Wealth Management
80 South Main Street,
Hanover, NH 3755
$381,375,682 1348 A percentage of AUM
Hourly charges
American Trust Investment Advisors, Llc
67 Etna Road , Suite 360,
Lebanon, NH 03766-1358
$325,969,866 214 A percentage of AUM
Hourly charges
Nvest Financial, Llc
Two International Drive , Suite 110,
Portsmouth, NH 3801
$274,411,301 1104 A percentage of AUM
Hourly charges
Fixed fees
Bluestone Wealth Management Llc
67 Winter Street,
Keene, NH 3431
$245,760,025 110 A percentage of AUM
Fixed fees
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
Secure Planning
42 Middle St,
Portsmouth, NH 3801
$176,668,505 896 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
Hodge Financial Services, Llc
573 Chesterfield Road,
Hinsdale, NH 3251
$160,069,220 59 A percentage of AUM
Granite State Retirement Planning, Inc.
360 Route 101 , Suite 1301,
Bedford, NH 3110
$118,622,100 577 A percentage of AUM
Hourly charges
Fixed fees
Grodman Financial Group, Llc
40 South River Road , Unit 15,
Bedford, NH 3110
$10,750,154 41 A percentage of AUM
Hourly charges

    List of Additional Advisors in 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
    Brian Caldwell
    Inquire with Brian
    5 Bedford Farms, Fl 3, Bedford, NH  03110 603-391-0503
    Adam Davidson
    Inquire with Adam
    1 Pillsbury St, Ste 100, Concord, NH  03301 603-715-8486
    Brent Kiley
    Inquire with Brent
    262 S River Rd, Ste 201, Bedford, NH  03110 603-606-4255
    Arthur Meconi
    Inquire with Arthur
    288 S River Rd, Bldg C, Bedford, NH  03110 603-232-8266
    Andrea Riley Arnesen
    Inquire with Andrea
    74 Northeastern Blvd, Unit 17A, Nashua, NH  03062 603-598-9880
    Bruce Addison
    Inquire with Bruce
    1 Harbour Place, Ste 125, Portsmouth, NH  03801 603-422-8919
    Austin Cornish
    Inquire with Austin
    1000 Elm St 14th, Fl, Manchester, NH  03101 603-629-0258
    Andrew Lane
    Inquire with Andrew
    84 W Broadway, Derry, NH  03038 603-434-2722
    Applied Capital Management, Inc.
    Inquire with Applied
    50 Nashua Road, Suite 200, Londonderry, NH  03053 603-437-5056
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