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
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Barry Betters II
CFP®, MBA
Cornerstone Financial Planning
Portsmouth, NH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Cash Flow Planning, Insurance Analysis
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.
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.
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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.
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.
Bradley Clark
CFP®, RICP®, MBA
Clark Asset Management, LLC
Portsmouth, NH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We offer our bundle of investment management & financial planning for a simple fixed flat fee of $12,500 per year.
Peter Ankeny
CFP®
Wolf Pine Capital
Portsmouth, NH
Specialties: Multigenerational Wealth Transfer, Estate & Legacy Planning, Inherited Wealth & Trust Planning, Complex Wealth Planning, Comprehensive Financial Planning, Investment Management, Tax Planning, Tax-Aware Investment Management, Concentrated Stock & Equity Compensation Planning, Family Governance & Next-Generation Planning, Charitable Giving & Philanthropic Planning, Retirement Income Planning
Fee-only wealth management for multigenerational families, executives, and business owners. Comprehensive financial planning, tax-efficient investing, and generational wealth transfer.
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.
Christina Traurig
CFP®, MBA
Cornerstone Financial Planning
Portsmouth, NH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Cash Flow Planning, Insurance Analysis
Take advantage of over 25 years of expertise to help you and your family achieve your financial goals.
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.
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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)
