Amherst Financial Group
Amherst, New Hampshire
Amherst Financial Group is based in Amherst, New Hampshire. The firm serves clients in English.
View detailsDirectory · NH
Fiduciary advisors in New Hampshire
New Hampshire has no state income tax on earned income (it recently eliminated the interest and dividends tax as well), making it extremely attractive for investors and retirees. Manchester, Nashua, and Concord host most advisory firms, with many clients commuting to Boston. New Hampshire advisors specialize in cross-border planning with Massachusetts, tax-efficient portfolio construction, and retirement planning for technology and defense industry workers in the southern tier.
Robbins Farley, LLC
★
Bedford, New Hampshire
Independent RIA
Robbins Farley, LLC is an independent registered investment advisor based in Bedford, New Hampshire. The firm provides financial planning and investment management services to clients. More detailed information about service specialties, fee structures, and team credentials is not currently available.
View detailsMilestone Financial Planning, LLC
Fiduciary
Bedford, New Hampshire
CFP
Estate Planning
Milestone Financial Planning, LLC is a fiduciary firm based in Bedford, New Hampshire that provides estate planning, financial planning, and investment management services. The firm's team holds CFP credentials and works with clients in English.
View detailsCreative Planning
Bedford, New Hampshire
Estate Planning
Creative Planning operates in Bedford, New Hampshire, providing estate planning, financial planning, insurance analysis, and investment management services. The firm specializes in estate planning strategies for clients seeking to organize and structure their assets.
View detailsDavidson & Sons - Raymond James
★
Concord, New Hampshire
CLU
Retirement Planning
Small Business
Davidson & Sons - Raymond James is based in Concord, New Hampshire and provides retirement planning services with a focus on small business clients. The team holds the CLU credential. The firm operates as a Raymond James affiliate and conducts business in English.
View detailsDavis Wealth Management
★
Concord, New Hampshire
Investment Management
Retirement Planning
Wealth Management
Davis Wealth Management is located in Concord, New Hampshire and provides financial planning, investment management, retirement planning, and insurance analysis services. The firm specializes in investment management, retirement planning, and wealth management.
View detailsMerrill Lynch Wealth Management
★
Concord, New Hampshire
Wirehouse
Investment Management
Wealth Management
Merrill Lynch Wealth Management operates in Concord, New Hampshire as a wirehouse offering investment management and wealth management services. The firm provides financial planning and investment management to clients. Services are available in English.
View detailsCarlson Investments
Concord, New Hampshire
Carlson Investments is based in Concord, New Hampshire and serves clients in English.
View detailsCarson Wealth
★
Hanover, New Hampshire
CLU
Estate Planning
Investment Management
Retirement Planning
+1
Carson Wealth is located in Hanover, New Hampshire and provides estate planning, financial planning, and retirement planning services. The firm specializes in estate planning, investment management, retirement planning, and wealth management. Team members hold the CLU credential.
View detailsSJ Boyle Wealth Planning
★
Hanover, New Hampshire
SJ Boyle Wealth Planning is a financial planning firm located in Hanover, New Hampshire. The firm provides financial planning services to clients in the area and operates in English.
View detailsUpper Valley Wealth Management- Keene NH
Keene, New Hampshire
Investment Management
Wealth Management
Upper Valley Wealth Management operates from Keene, New Hampshire and provides investment management and wealth management services. The firm works with clients in English.
View detailsBirch Financial Group
★
Keene, New Hampshire
Investment Management
Wealth Management
Birch Financial Group is a Keene, New Hampshire-based firm offering investment management, wealth management, and financial planning services. The firm works with clients in English and operates on an unspecified fee structure.
View detailsTrust Company of Vermont
Keene, New Hampshire
Independent RIA
Estate Planning
Trust Company of Vermont is an independent registered investment advisor based in Keene, New Hampshire, offering estate planning, financial planning, and investment management services. The firm specializes in estate planning matters and serves clients in English.
View detailsAmerican Trust Investment Advisors
Lebanon, New Hampshire
Estate Planning
American Trust Investment Advisors is located in Lebanon, New Hampshire and provides estate planning and investment management services. The firm specializes in estate planning matters for its clients.
View detailsGranite Oak Private Wealth
★
Londonderry, New Hampshire
Granite Oak Private Wealth is a financial planning firm located in Londonderry, New Hampshire. The firm provides financial planning services to clients. The business operates in English and has received positive client feedback on Google.
View detailsSFM Sweeney Financial Management (SFM , LLC)
★
Manchester, New Hampshire
SFM Sweeney Financial Management is a financial planning and investment management firm based in Manchester, New Hampshire. The firm provides financial planning and investment management services to clients. SFM operates in English and has a 5-star rating on Google based on 12 client reviews.
View detailsMerrill Lynch Wealth Management
★
Manchester, New Hampshire
Wirehouse
Investment Management
Wealth Management
Merrill Lynch Wealth Management operates in Manchester, New Hampshire, offering financial planning and investment management services. As a wirehouse firm, it provides wealth management and investment management to clients. The office serves the local market with services available in English.
View detailsRetirement Path Financial
★
Nashua, New Hampshire
Retirement Planning
Retirement Path Financial is located in Nashua, New Hampshire and provides financial planning services with a focus on retirement planning. The firm conducts business in English.
View detailsMilestone Financial Planning, LLC
Fiduciary
Peterborough, New Hampshire
CFP
Estate Planning
Milestone Financial Planning, LLC is a fiduciary investment advisor based in Peterborough, New Hampshire. The firm provides estate planning, financial planning, and investment management services. Its team includes CFP professionals and conducts business in English.
View detailsSheer Empowerment Financial
★
Plymouth, New Hampshire
Sheer Empowerment Financial is located in Plymouth, New Hampshire and offers financial planning services. The firm operates in English and has received a 5-star rating on Google.
View detailsMerrill Lynch Wealth Management
Portsmouth, New Hampshire
Wirehouse
Investment Management
Wealth Management
Merrill Lynch Wealth Management in Portsmouth, New Hampshire offers investment management and wealth management services. The firm provides financial planning and investment management to clients. Services are delivered in English.
View detailsMercer Advisors - Portsmouth
Fiduciary
Portsmouth, New Hampshire
Independent RIA
Wealth Management
Mercer Advisors - Portsmouth is an independent registered investment advisor located in Portsmouth, New Hampshire. The firm provides wealth management services and operates under a fiduciary standard. Additional details on specific service offerings and fee structure are available by contacting the firm directly.
View detailsMilestone Financial Planning, LLC
Fiduciary
Stratham, New Hampshire
CFP
Estate Planning
Milestone Financial Planning, LLC is a fiduciary financial planning firm based in Stratham, New Hampshire. The firm provides estate planning, financial planning, and investment management services. The team includes CFP-credentialed advisors and conducts business in English.
View detailsCHS Wealth Management & CPAs LLC
★
Walpole, New Hampshire
CPA
Investment Management
Wealth Management
CHS Wealth Management & CPAs LLC is located in Walpole, New Hampshire and provides investment management and wealth management services. The firm's team includes CPAs. The business has a 4-star rating based on 12 Google reviews.
View detailsNorthstar Financial Planning
★
Windham, New Hampshire
Northstar Financial Planning is located in Windham, New Hampshire and offers financial planning and investment management services. The firm operates in English.
View detailsSteeplechase Capital Partners
Windham, New Hampshire
Investment Management
Wealth Management
Steeplechase Capital Partners is an investment management firm based in Windham, New Hampshire. The firm provides investment management and wealth management services to clients.
View detailsScott Advisory Group
★
Windham, New Hampshire
Scott Advisory Group is a financial planning firm located in Windham, New Hampshire. The firm provides financial planning services to clients and operates in English.
View detailsFinding an advisor in New Hampshire
This listing shows advisory firms with offices in New Hampshire. Each entry discloses its credentials, fee structure, and minimum account size. The table above is sortable; the city filter on the left narrows results; every firm links to its FINRA BrokerCheck and SEC IAPD record on the detail page.
If you're considering an advisor not on this list, the same verification applies: check their credentials, confirm fiduciary status in writing, and ask for the fee disclosure before you sign.