What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the New Hampshire area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
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Every New Hampshire Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Jean Fullerton
CFP®
Milestone Financial Planning, LLC
Bedford, NH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Keeping Wealth in the Family, Estate Planning, Insurance Consulting, College 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.
Sally Boyle
CFP®, CDFA®
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
William Simpson
MBA, CFP®
EP Wealth Advisors
Portsmouth, NH
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Steve Jacobsmeier
CFP®, ChFC®, CLU®
Milestone Financial Planning, LLC
Bedford, NH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Keeping Wealth in the Family, Estate Planning, Insurance Consulting, College 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.
Bethany Goodrich
CFP®, MBA
Cornerstone Financial Planning
Portsmouth, NH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Take advantage of over 25 years of expertise to help you and your family achieve your financial goals.
Kathryn Lund
CPA, CFP®, MSFP, MST, MBA
Milestone Financial Planning, LLC
Bedford, NH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Keeping Wealth in the Family, Estate Planning, Insurance Consulting, College 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.
Inna Rivilis
CFP®
Sunflower Financial Planning
Windham, NH
Specialties: Foundational Financial Guidance, Comprehensive Financial Planning, Retirement Planning, Tax Efficiency Planning, Education Funding, Equity Compensation, Eldercare Planning, Organizing Eldercare Responsibilities, Elder Fraud Protection, Investment Management
We help midlife families build wealth while supporting aging parents and paying for college. We also guide pre-retirees through a confident transition to retirement with personalized, fee-only financial planning.
Christina Traurig
CFP®, MBA
Cornerstone Financial Planning
Portsmouth, NH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Take advantage of over 25 years of expertise to help you and your family achieve your financial goals.
Charles Johnson
MBA, CFP®
EP Wealth Advisors
Portsmouth, NH
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Kyle Labelle
CFP®, RICP®
Milestone Financial Planning, LLC
Bedford, NH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Keeping Wealth in the Family, Estate Planning, Insurance Consulting, College 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.
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
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, Estate Planning, Insurance Consulting, College 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.
Jonathan Harrington
CFP®, MSFP, MST
Milestone Financial Planning, LLC
Stratham, NH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Keeping Wealth in the Family, Estate Planning, Insurance Consulting, College 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.
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.
John Dulmage
CFP®, EA
SAX Wealth Advisors
Londonderry, NH
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning
For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.
Peter Ankeny
CFP®
Wolf Pine Capital
Portsmouth, NH
Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, College Education Planning, Tax Planning, Ultra High Net Worth, Wealth Transfer, Insurance Consultation, Cash Flow Planning, Retirement Income Planning, Philanthropic Strategy
Fee-Only financial planner located in Portsmouth, NH, serving clients locally and across the country
Daniel Koppel
MSFS, CFP®
Milestone Financial Planning, LLC
Bedford, NH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Keeping Wealth in the Family, Estate Planning, Insurance Consulting, College 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.
Barry Betters II
CFP®, MBA
Cornerstone Financial Planning
Portsmouth, NH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Take advantage of over 25 years of expertise to help you and your family achieve your financial goals.
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.
Robert Maloney
MSFS, AEP®
Squam Lakes Financial Advisors, LLC
Holderness, NH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Estate Planning, Tax Planning, Succession Planning
Since 1982, we've delivered superior service and support to clients in every stage of life. Located in Holderness, NH and serving the Squam Lakes & Lakes Region, NH area.
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
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
