Fee-Only Financial Planners in Portsmouth, NH

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

David Smith

CIMA®, CFP®

Robinson Smith Wealth Advisors, LLC

Portsmouth, NH

Justin Moyer

Kearsarge Wealth Management, LLC

Portsmouth, NH

Faye Doria

Resolute Financial, LLC

Portsmouth, NH

Eileen Guerin

Resolute Financial, LLC

Portsmouth, NH

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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)

    NAPFA Consumer Tools PDF

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