Fee-Only Financial Advisors in Portsmouth, NH

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Steve Jacobsmeier

CFP®, ChFC®, CLU®

Milestone Financial Planning

Newmarket, 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.

I can work with clients anywhere!

Daniel Koppel

MSFS, CFP®

Milestone Financial Planning

Newmarket, 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.

I can work with clients anywhere!

Jonathan Harrington

CFP®, MSFP, MST

Milestone Financial Planning

Newmarket, 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.

I can work with clients anywhere!

Kathryn Lund

CPA, CFP®, MSFP, MST, MBA

Milestone Financial Planning

Newmarket, 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.

I can work with clients anywhere!

Barry Betters II

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 Portsmouth, NH, serving clients locally and across the country

I can work with clients anywhere!

Kyle Labelle

CFP®

Milestone Financial Planning

Newmarket, 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.

I can work with clients anywhere!

Jennifer Climo

CFP®, CPA, MSFP

Milestone Financial Planning

Newmarket, 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.

I can work with clients anywhere!

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

I can work with clients anywhere!

Bethany Goodrich

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 Portsmouth, NH, serving clients locally and across the country

I can work with clients anywhere!

Jean Fullerton

CFP®

Milestone Financial Planning

Newmarket, 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.

I can work with clients anywhere!

Kathryn Wiggins

Milestone Financial Planning

Newmarket, 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.

I can work with clients anywhere!

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 Portsmouth, NH, serving clients throughout the Portsmouth and Seacoast region

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

Justin Moyer

Kearsarge Wealth Management, LLC

Portsmouth, NH

David Smith

CIMA®, CFP®

Robinson Smith Wealth Advisors, 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)

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