NH · Portsmouth

Fiduciary advisors in Portsmouth, NH

2 advisors with offices in Portsmouth. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Portsmouth

Mercer Advisors - Portsmouth

Fiduciary

Portsmouth, New Hampshire

Independent RIA

Wealth Management

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.

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Merrill Lynch Wealth Management

Portsmouth, New Hampshire

Wirehouse

Investment Management Wealth Management

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.

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Financial advisors in Portsmouth, New Hampshire

Advisors serving Portsmouth 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.

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