Fiduciary advisors in New Hampshire

Amherst, New Hampshire

Amherst Financial Group is an independent registered investment advisory firm founded in 2021 by Certified Financial Planner Bob Ellis, located on the Amherst Village Green in Amherst, New Hampshire. The firm provides investment advisory services and offers clients access to custodians including LPL Financial and Interactive Brokers. The team includes financial advisors with backgrounds in investment management and finance, and the firm follows a four-step planning process: assessment of client circumstances, strategy development based on goals and risk tolerance, implementation of financial changes, and ongoing monitoring and adjustments.

Bedford, New Hampshire

Independent RIA

Robbins Farley, LLC is an independent ria firm in Bedford, New Hampshire. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 16 Google reviews.

Bedford, New Hampshire

Milestone Financial Planning is a fiduciary firm in Bedford, New Hampshire that serves mid-career professionals and offers financial planning, investment management, and estate planning services. The firm's approach incorporates tax planning throughout the retirement planning process and addresses concentrated stock positions, equity awards, and 401(k) strategy as part of its work with clients. CFP-credentialed advisors gather information on investments, savings, insurance, and estate documents to develop and present financial plans in accessible terms.

Bedford, New Hampshire

Creative Planning is an investment advisory firm in Bedford, New Hampshire. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Concord, New Hampshire

Davidson & Sons - Raymond James is an investment advisory firm in Concord, New Hampshire. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 2 Google reviews.

Concord, New Hampshire

Davis Wealth Management is a Concord, New Hampshire-based firm offering financial planning, investment management, retirement planning, and insurance analysis. The firm emphasizes relationship-based advisory, with advisors working to understand clients' risk tolerance and financial goals through personalized consultation. The firm provides secure account access and coordination with investment companies for account management and information security.

Concord, New Hampshire

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Concord, New Hampshire. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 2.7-star rating from 3 Google reviews.

Concord, New Hampshire

Carlson Investments is an investment advisory firm in Concord, New Hampshire. The office has a wheelchair-accessible entrance. The office is open five days a week.

Hanover, New Hampshire

Carson Wealth is an investment advisory firm in Hanover, New Hampshire. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 4-star rating from 2 Google reviews.

Hanover, New Hampshire

SJ Boyle Wealth Planning, based in Hanover, NH, offers financial planning, investment management, and estate planning services to individuals and families in the Upper Valley region. The firm specializes in retirement income planning with tax-efficient strategies, portfolio construction and ongoing management, and legacy coordination. The principal holds a CDFA® credential and provides particular focus on major life transitions including divorce, retirement, and business sales. Services are offered on a fee basis, with a Smart Plan starting at $5,000 annually and ongoing wealth management available at tiered AUM fees ranging from 1.00% to 0.55% depending on account size.

Keene, New Hampshire

Upper Valley Wealth Management is located in Keene, New Hampshire and provides investment management and wealth management services. The firm works with clients to identify life goals, develop investment plans aligned with personally meaningful benchmarks, and conduct periodic reviews to track progress and adjust strategy as circumstances change. The firm discloses the reasoning behind recommendations and associated fees, and offers client communication through in-person meetings, phone, or email.

Keene, New Hampshire

Birch Financial Group provides financial planning, investment management, and wealth management services to professionals in New Hampshire and nationwide from its Keene office. The firm emphasizes personalized planning through in-depth client conversations and customized strategies rather than standardized approaches, with a stated focus on understanding each client's specific circumstances and priorities.

Keene, New Hampshire

Independent RIA

Trust Company of Vermont is an independent, employee-owned fiduciary RIA offering investment management, trust administration, estate planning, and retirement planning services to individuals, families, and institutions in Vermont and New Hampshire. The firm manages portfolios using direct security ownership and modern portfolio theory, overseen by an in-house Trust Investment Committee of ten professionals. Its advisors integrate investment management with tax and estate planning expertise to align portfolios with client objectives and generational wealth transfer goals. The firm is located in Keene, New Hampshire.

Lebanon, New Hampshire

American Trust Investment Advisors is a registered investment advisor in Lebanon, New Hampshire offering estate planning and investment management services. The firm operates on a fee-only basis without an in-house broker-dealer, partnering with Charles Schwab for asset custody. The advisory board includes professionals with credentials including CPA and CFA designations. The firm serves both individual and institutional clients and maintains a limited client base to ensure direct access to its portfolio management team.

Londonderry, New Hampshire

Granite Oak Private Wealth is an investment advisory firm in Londonderry, New Hampshire. Services include Financial Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office is open five days a week. It holds a 5-star rating from 39 Google reviews.

Manchester, New Hampshire

SFM, LLC is a fee-only registered investment advisor based in Manchester, New Hampshire, offering financial planning, investment management, and business-related services since 1998. Operating under a fiduciary standard with no commissions or product sales, the firm provides personalized financial evaluations covering retirement, education, tax strategy, risk assessment, and cash flow analysis. The firm serves individuals, families, and business owners through a collaborative team approach that integrates client values and priorities into customized plans.

Manchester, New Hampshire

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Manchester, New Hampshire. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Nashua, New Hampshire

Retirement Path Financial is an investment advisory firm in Nashua, New Hampshire. Services include Financial Planning. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Peterborough, New Hampshire

Milestone Financial Planning, LLC is a fiduciary financial advisory firm based in Peterborough, New Hampshire that serves mid-career professionals and their families. The firm offers financial planning, investment management, and estate planning services, with particular expertise in estate planning and strategies addressing stock compensation, tax considerations, and retirement income needs. The firm's principals hold CFP certification and gather detailed information on clients' accounts, spending, insurance coverage, and estate documents to develop coordinated financial plans presented in accessible terms.

Plymouth, New Hampshire

Sheer Empowerment Financial is an investment advisory firm in Plymouth, New Hampshire. Services include Financial Planning. It holds a 5-star rating from 3 Google reviews.

Portsmouth, New Hampshire

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Portsmouth, New Hampshire. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Portsmouth, New Hampshire

Independent RIA

Mercer Advisors' Portsmouth office is an independent registered investment adviser that serves individuals and families across New Hampshire through a family office structure combining financial planning, investment management, tax planning and preparation, estate planning, and insurance services. The firm operates as a fiduciary and serves approximately 1,300 clients managing $1.5 billion in assets under management. The management team has worked together for nearly 25 years and maintains deep roots in the local community while providing access to the resources and specialized expertise of a national firm.

Stratham, New Hampshire

Milestone Financial Planning, LLC is a fiduciary firm based in Stratham, New Hampshire that serves mid-career professionals through financial planning, investment management, and estate planning services. The firm specializes in tax-efficient strategies for stock awards, restricted stock units, and 401(k) decisions, and incorporates tax analysis into retirement projections. The firm's principals hold CFP credentials and gather comprehensive financial and tax information to develop written plans presented in accessible terms. The firm offers personalized service and secure document sharing with clients.

Walpole, New Hampshire

CHS Wealth Management & CPAs LLC is a Walpole, New Hampshire firm offering investment management, wealth management, accounting, and tax services to business owners, executives, and independent professionals. Founded by Catherine Harris, a CFP and CPA, the firm combines investment advisory with comprehensive tax and accounting expertise, supported by a team that includes CPAs, a CMA, and accounting professionals with decades of combined experience. Services span portfolio management, financial and retirement planning, business consulting, estate planning, audits, and business and personal taxation.

Windham, New Hampshire

Northstar Financial Planning is a fee-only fiduciary firm in Windham, New Hampshire, offering financial planning and investment management services. The firm specializes in assisting women and clients navigating major life transitions such as retirement, divorce, widowhood, inheritance, and business sales, and typically works with clients holding one million or more in investable assets. The team holds credentials including CFP®, RLP®, CeFT®, and FBS® designations and collaborates with clients' other professional advisors to develop integrated financial strategies.

Windham, New Hampshire

Steeplechase Capital Partners is a Windham, New Hampshire–based firm specializing in wealth management and investment management for professional athletes, business owners, and high-net-worth families. The firm offers financial planning, investment management, estate planning, tax planning, retirement planning, and business planning services, with particular expertise in sports industry clients and liquidity events. Founded in 2002, the firm is led by managing directors Trevor P. Johnson and Brian P. Russo, both with over 20 years of experience; Johnson holds Series 7 and 66 registrations through LPL Financial. The firm emphasizes personalized, education-focused advisory relationships and maintains an extensive network of professional resources for client needs beyond its direct service scope.

Windham, New Hampshire

Scott Advisory Group is an investment advisory firm in Windham, New Hampshire. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open daily.