A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.
Fee-Only Financial Planners in New Hampshire:
Avery Dwyer
CFP®
Resolute Financial, LLC
Portsmouth, NH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Newburyport, MA, serving clients locally and across the country
Melinda Davis
CFP®, CRPC®
Davis Wealth Advisors
Hampstead, NH
Specialties: Comprehensive Financial Planning, Tax Planning, Company Stock Strategies, Retirement Income Planning, Investment Management
Fee-Only financial planner with offices in Hampstead and Bedford NH, and serving clients locally and across the country
Kathryn Lund
CPA, CFP®, MSFP, MST, MBA
Milestone Financial Planning
Bedford, NH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Specializing in tax, retirement, and financial planning with an emphasis on tax planning to reduce total lifetime taxes paid. Serving clients across the country from our Massachusetts and New Hampshire offices, meeting online and in person.
Sally Boyle
CFP®, CDFA®, CSRIC®
SJ Boyle Wealth Planning
Hanover, NH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in West Lebanon, NH, serving clients locally and across the country
Steven Bell
CFP®, MBA
The Wealth Conservatory
Lebanon, NH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Planner with offices in New Hampshire, Missouri, and California
Robert Maloney
MSFS, AEP®
Squam Lakes Financial Advisors, LLC
Holderness, NH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Women in Transition
Fee-Only Financial Planner located in Holderness, NH and serving the Squam Lakes & Lakes Region, NH area.
Jennifer Climo
CFP®, CPA, MSFP
Milestone Financial Planning, LLC
Bedford, NH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Keeping Wealth in the Family
Specializing in tax, retirement, and financial planning with an emphasis on tax planning to reduce total lifetime taxes paid. Serving clients across the country from our New Hampshire and Massachusetts offices, meeting online and in person.
Robert Bartley
CPA, CFP®
Bartley Financial Advisors
Bedford, NH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Andover, MA and Bedford, NH, serving clients locally and across the country. Please visit our website www.bartleyfinancial.com for more information.
Nick Prigitano
CFP®
Milestone Financial Planning, LLC
Bedford, NH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Specializing in tax, retirement, and financial planning with an emphasis on tax planning to reduce total lifetime taxes paid. Serving clients across the country from our New Hampshire and Massachusetts offices, meeting online and in person.
Michael Solari
CFP®
Solari Financial Planning, LLC
Bedford, NH
Specialties: Investment Management, Comprehensive Financial Planning, Tax Planning, Retirement Income Planning, College Education Planning
Fee-Only Financial Planner With Offices in Bedford NH, Nashua NH, and Boston MA
Jill Boynton
BA, CDFA®, CFP®
Cornerstone Financial Planning, LLC
Portsmouth, NH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Newington, NH, serving clients throughout the Portsmouth and Seacoast region
Michael Babcock
CFP®, CPA
The Wealth Conservatory
Lebanon, NH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Planner with offices in New Hampshire, Missouri, and California
Jonathan Harrington
CFP®, MSFP, MST
Milestone Financial Planning, LLC
Newmarket, NH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Specializing in tax, retirement, and financial planning with an emphasis on tax planning to reduce total lifetime taxes paid. Serving clients across the country from our New Hampshire and Massachusetts offices, meeting online and in person.
Robin Young
CFP®, CeFT®, RLP®
Northstar Financial Planning
Windham, NH
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Tax Planning, Financial Life Transitions, Women and Wealth, Legacy Planning
Independent, Fee-Only, Fiduciary Wealth Manager located in Windham, NH, serving clients locally and across the country.
Kelly Luethje
CFP®, MBA
Willow Planning Group, LLC
Holderness, NH
Specialties: Comprehensive Financial Planning, Setting personalized financial goals, Cash-flow based, Stock options and equity compensation, Merging finances with partner
Financial Planning for Life's Adventures.
Charles Johnson
CFP®
Resolute Financial, LLC
Portsmouth, NH
Specialties: Retirement Income Planning, Tax Strategies, Roth Conversions, Preserving Capital
Fee-Only financial planner located in Newburyport, MA and North Port, FL
Stephanie Griebel
CFP®
Resolute Financial
Portsmouth, NH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Portsmouth, NH, serving clients locally and across the country
John Dulmage
CFP®, EA, CDFA®
Financial Pathways
Londonderry, NH
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning
Fee-Only financial planner located in Londonderry, NH, serving clients locally and across the country
Jared Hoole
CFP®, MST
Lakeside Financial Planning
Windham, NH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planning in Windham, New Hampshire and Burlington, Massachusetts
Jean Fullerton
CFP®
Milestone Financial Planning, LLC
Bedford, NH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Social Security planning
Specializing in tax, retirement, and financial planning with an emphasis on tax planning to reduce total lifetime taxes paid. Serving clients across the country from our New Hampshire and Massachusetts offices, meeting online and in person.
William Simpson
CFP®, MBA
Resolute Financial, LLC
Portsmouth, NH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner Located in Portsmouth, NH and Serving Clients Nationwide
Christina Traurig
CFP®, MBA
Cornerstone Financial Planning, LLC
Portsmouth, NH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Newington, NH, serving clients throughout the Portsmouth and Seacoast region
Jay Hutchins
CFP®, AEP®, AIF®A, MS
The Wealth Conservatory
Lebanon, NH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Planner with offices in New Hampshire, Missouri, and California
Howard Cadwell
CFP®, AIF®
Northeast Passage Financial Advisors
Hampton, NH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner Located in Hampton, NH and Serving Clients in NH, ME and MA.