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 Portsmouth, NH:
Jean Fullerton
CFP®
Milestone Financial Planning, LLC
Newmarket, 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.
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.
Nick Prigitano
CFP®
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.
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
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
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
Stephanie Griebel
CFP®
Davis Wealth Advisors
Salem, NH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Salem, NH, serving clients locally and across the country
Kathryn Lund
CPA, CFP®, MSFP, MST, MBA
Milestone Financial Planning
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 Massachusetts and New Hampshire offices, meeting online and in person.
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
Jennifer Climo
CFP®, CPA, MSFP
Milestone Financial Planning, LLC
Newmarket, 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.
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
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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)
