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 Portsmouth, NH 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".
Every Portsmouth, NH Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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
Kathryn Lund
CPA, CFP®, MSFP, MST, MBA
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 Massachusetts and New Hampshire offices, meeting online and in person.
Jennifer Climo
CFP®, CPA, MSFP
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.
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.
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.
Steve Jacobsmeier
CFP®, ChFC®, CLU®
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.
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.
Jean Fullerton
CFP®
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.
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
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.
Daniel Koppel
MSFS, CFP®
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.
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.
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
Kyle Labelle
CFP®, RICP®
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.
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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)
