Business Details
Independent Financial Advisers in Tilton, NH
MHP Asset Management is an independent investment advisory firm dedicated to providing client-centered financial solutions. With over 27 years of industry experience, we specialize in fee-based portfolio management, retirement planning, and customized wealth strategies tailored to individual needs. Our team prioritizes transparency, avoiding product quotas to focus solely on client objectives. We serve clients across Maine, New Hampshire, Massachusetts, and Rhode Island, offering personalized guidance through complex financial landscapes.Our expertise includes portfolio analysis, income planning, insurance consulting, and risk management. We maintain fiduciary responsibility, ensuring all recommendations align with client goals. Through educational workshops and one-on-one consultations, we empower clients to make informed financial decisions. Our approach combines modern portfolio theory with innovative strategies to optimize returns while managing volatility. We welcome both new and existing clients seeking to improve their financial futures.
Services
Investment Management
Retirement Planning
Portfolio Analysis
Insurance Consulting
Income Planning
Risk Management
Financial Workshops
Highlights and features
- We offer 27 years of independent investment advisory experience
- Our fee-based model eliminates product sales conflicts of interest
- Custom portfolio design tailored to individual financial objectives
- Transparent fee structure with fiduciary responsibility to clients
- Comprehensive retirement planning including income distribution strategies
Services
Investment Management
Our investment management service creates customized portfolios using individual stocks, bonds, and ETFs. We employ modern portfolio theory with non-correlated assets to reduce volatility while enhancing returns. Our approach includes strategic use of options and derivatives to optimize income generation and risk management for long-term growth.
Retirement Planning
We specialize in transforming retirement savings into sustainable income streams. Our strategies analyze existing 401(k)/403(b) plans, optimize asset allocation, and implement tax-efficient distribution methods. We help clients transition from accumulation to distribution phases while maintaining portfolio growth potential.
Portfolio Analysis
Our comprehensive portfolio analysis identifies hidden fees, assesses market risk exposure, and evaluates investment performance. Using advanced analytical tools, we provide actionable recommendations to improve portfolio efficiency and align investments with current financial goals while maintaining cost-effectiveness.
Insurance Consulting
We offer expert evaluation of life insurance, annuities, and other risk management products. Our consulting service analyzes existing policies, compares market options, and recommends appropriate coverage solutions that integrate with overall financial plans while avoiding unnecessary or overly complex products.
Financial Workshops
Our educational workshops provide market insights and financial planning strategies. These sessions cover retirement strategies, investment principles, and portfolio management techniques. Participants gain practical knowledge to make informed financial decisions while understanding current market dynamics affecting their investments.
People
Mark Patterson
Founder/Director
Independent Registered Investment Advisor with 27+ years experience. MBA in Finance from Anna Maria College. Former finance professor. Specializes in portfolio creation and retirement strategies. Developed client-centered approach to eliminate product sales conflicts.
Andrea Patterson
Medicare Specialist
10 years of Medicare consulting experience. Helps clients navigate changing insurance plans. Holds business degree from Stonehill College. Focuses on healthcare cost integration with retirement planning.
Andrew Patterson
Director of Planning
Investment Advisor Representative with dual expertise in finance and linguistics. Specializes in portfolio analysis and financial planning. Combines analytical skills with communication expertise to explain complex financial concepts clearly.
Questions
What distinguishes your investment approach from other advisors?
We build custom portfolios from scratch using individual securities rather than pre-packaged funds. Our fiduciary responsibility means we prioritize client interests over product sales, with transparent fee structures.
How do you determine appropriate investment strategies?
We conduct comprehensive portfolio analyses to assess current holdings, fees, and risk exposure. Based on your financial goals and risk tolerance, we create tailored strategies using modern portfolio theory principles.
Can you help with existing retirement accounts?
Yes, we analyze 401(k)/403(b) plans to optimize allocations, reduce fees, and transition to income-producing assets. We ensure retirement distributions align with tax-efficient strategies while maintaining growth potential.
Do you offer socially responsible investing options?
Yes, we can incorporate ESG (Environmental, Social, Governance) factors into portfolio construction. Our custom approach allows implementing socially responsible strategies while maintaining diversified exposure across asset classes.
How are your fees structured?
We use a transparent fee-based model tied to assets under management. Our compensation aligns with client success - we perform better when client portfolios perform well, eliminating conflicts from product sales commissions.
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