Fiduciary advisors in Keene, NH

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.

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.