Fiduciary advisors in Windham, NH

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

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.

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.