Best Financial Advisors in New Hampshire

Read our Advertiser Disclosure.
Contributor, Benzinga
May 14, 2021

Looking for the right advisor for you? Datalign Advisory makes finding a financial advisor specific to your needs easier than ever.

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 Financial Advisors in New Hampshire Near You:

  • Best for Long-Term Goals: White Pine Investments
  • Best Robo-Advisor: M1 Finance
  • Best Mobile App: Betterment
  • 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

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.

WHITE PINE INVESTMENTS

WHITE PINE INVESTMENTS

$14,000,000
  • A percentage of assets under your management
No minimum
1
N/A
No
83
0
    Address

    60 NORTH MAIN STREET WOLFEBORO NH, 03894

    Phone number

    603-569-1009

    M1 Finance
    Best For
    • Customizable Robo Investing
    securely through M1 Finance's website

    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.

    Betterment
    Best For
    • ETF Investors
    securely through Betterment's website

    Best Mobile App: Betterment

    Betterment is perfect if you’re a new investor. The app charges low fees and has a seamless interface that makes investing easy. 

    There are 2 options: Betterment Digital and Betterment Premium. 

    Betterment Digital’s annual fee is 0.25% and requires no minimum balance. You can get personalized financial advice, low-cost diversified investment portfolios, automatic rebalancing, advanced tax-saving strategies and reliable customer support.

    The Premium plan has an annual fee of 0.40%. The minimum account balance required is $100,000. With Betterment Premium, you can get in-depth financial advice and unlimited access to its Certified Financial Planner™ (CFP®) professionals.

    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.

    BARTLEY FINANCIAL ADVISORS, LLC

    BARTLEY FINANCIAL ADVISORS, LLC

    $81,211,551
    • A percentage of assets under your management
    • Hourly charges
    • Fixed fees (other than subscription fees)
    N/A
    3
    N/A
    No
    50
    2
    • 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

    Personal Capital
    Best For
    • High Net Worth Individuals
    securely through Personal Capital's website

    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.

    SQUAM LAKES FINANCIAL ADVISORS, LLC

    SQUAM LAKES FINANCIAL ADVISORS, LLC

    $0
    • Hourly charges
    • Fixed fees (other than subscription fees)
    N/A
    1
    N/A
    No
    88
    4
    • Financial planning services
    • Selection of other advisers (including private fund managers)
    • ADVICE ON MATTERS NOT INVOLVING SECURITIES.
    Address

    ,

    Phone number

    603-968-2317

    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.

    ZELEK & ASSOCIATES

    ZELEK & ASSOCIATES

    $0
    • Hourly charges
    • Fixed fees (other than subscription fees)
    N/A
    2
    N/A
    No
    45
    4
    • Financial planning services
    • Educational seminars/workshops
    Address

    1088 WHITTIER HIGHWAY MOULTONBOROUGH NH, 03254

    Phone number

    603-476-9789

    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.