NH · Lebanon

Fiduciary advisors in Lebanon, NH

1 advisor with offices in Lebanon. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Lebanon

American Trust Investment Advisors

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.

View details

Financial advisors in Lebanon, New Hampshire

Advisors serving Lebanon specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (New Hampshire's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

Back to all New Hampshire advisors