Best Financial Advisors in New Hampshire Near You:
- Best for Long-Term Goals: White Pine Investments
- Best Robo-Advisor: M1 Finance
- Best for Clear Fees: Bartley Financial
- Best Portfolio Analysis: Personal Capital
- Best for Comprehensive Planning: Squam Lakes Financial Advisors, LLC
- Best for Personalized Financial Services: Zelek & Associates
It can be challenging to find the right financial advisor with so many firms competing for your business.
Benzinga has reviewed the best firms in the state. Start with our recommended financial advisors to find your match today.
Best for Long-Term Goals: White Pine Investments
White Pine Investments is a wealth management firm located in Wolfeboro, New Hampshire and Palm Desert, California.
The firm can serve clients whose assets have a short time horizon for investment, but most clients are those whose assets are invested with long-term goals. It focus on retirement savings, retirement income and education savings.
The firm also manages trusts and ordinary taxable accounts. For those clients, special consideration is paid to minimizing tax liability, while managing those assets for long-term growth.
- Customizable Auto Investing
Best Robo-Advisor: M1 Finance
M1 Finance is a robo-advisor that gives you complete control of your finances to save and invest your money. This money management platform has over 14,000 5-star ratings and 150,000 users.
M1 Finance offers a flexible line of credit and allows you to borrow up to 35% of your portfolio’s value. You can also build a portfolio of stocks and ETFs for free or choose from 80 expertly-designed portfolio models.
Upgrade to the M1 Plus account for $125 per year. It offers perks such as a 1% annual percentage yield (APY) on your checking account, 1% cashback on certain debit card purchases, low-interest rate on borrowing and much more. You can also roll your 401(k) over into an M1 IRA.
Best for Clear Fees: Bartley Financial
Bartley Financial is an advisory firm located in Bedford, New Hampshire. The firm also has an office in Andover, Massachusetts. Bartley offers comprehensive wealth management for individuals and business owners.
The firm offers fee-only financial services. It brings the expertise of Certified Public Accountants (CPAs) and CFP®s to your investments.
Bartley Financial’s team collaborates with all of your financial professionals or sources to give comprehensive advice for college planning, estate planning, insurance planning, investment planning and retirement planning.
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
Address
169 SOUTH RIVER ROAD SUITE 17BEDFORD NH, 03110
Phone number
603-625-9900
- High Net Worth Individuals
Best Portfolio Analysis: Personal Capital
Personal Capital gives you a complete view of all your accounts in 1 secure platform to help you budget finances and keep track of your spending. It offers free investment management tools so that you can track a multi-asset portfolio.
Personal Capital offers managed services if you want to include human advising. You need a minimum of $100,000 to opt for this service. There is a 0.89% account management fee. The fee can go as low as 0.49% if your account balance is larger.
Best for Comprehensive Planning: Squam Lakes Financial Advisors, LLC
Squam Lakes Financial Advisors is a financial advisory firm located in Holderness, New Hampshire. The firm also serves clients in Vermont, Maine and Massachusetts. The firm’s founder Robert E. Maloney was also a founding member of the National Association of Personal Financial Advisors (NAPFA), the leading professional association of fee-only financial advisors.
The firm has expertise in comprehensive financial planning. It can help you articulate personal goals and develop comprehensive planning strategies to achieve those goals. The team can assist in identifying the appropriate investment professionals to implement the investment portion of your plan.
Best for Personalized Financial Services: Zelek & Associates
Zelek & Associates is a full-service financial firm located in Moultonborough, New Hampshire. The firm has been around for more than 2 decades and has expertise in financial, tax, insurance and accounting services.
The firm offers personalized, comprehensive financial services by providing a plan that aligns with your goals. It makes sure you have all-round financial security with a sound savings program, adequate insurance protection, a well-planned investment strategy and careful tax management and personalization.
The firm also periodically reviews your needs and goals to make sure that your investment strategies keep up with your changing circumstances.
Frequently Asked Questions
Q: Can financial advisors help debt?
A: Yes. Financial advisors are experts at helping you bounce back from debt. Once you disclose your relevant financial documents, your advisor will create a plan that could involve a change in your budgeting, investments and tax planning to accelerate your way out of debt.
Q: Can I talk to a financial advisor for free?
A: Yes. Your 1st consultation is typically free.
Q: Which certifications should my financial planner have?
A: The top designations for financial planners are Certified Financial Planner™ (CFP®) and Chartered Financial Analyst® (CFA®). Other certifications can qualify someone as a financial planner, but their area of expertise may be limited.
Choose the Right Financial Advisor in New Hampshire
Good financial advisors can help you manage your portfolio, debt, retirement and much more. You should always perform a background check before you select a financial advisor.
Try meeting multiple prospects, learn about services and ensure that the plan they chalk out for you aligns with your goals. Start with our list of recommended firms to find your match today.
Methodology
To determine the top financial advisors in New Hampshire we pored through all SEC-registered advisory firms who have an office in New Hampshire. To winnow down the list we only included advisors who were registered fiduciaries, had no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offered both investment management and planning, had no conflicts of interest, have a wrap fee program and have over $50 million in assets under management.