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Which Financial Advisor Should You Choose in New Hampshire?

Review 27 financial advisors across New Hampshire, including Portsmouth, Bedford and Rochester, and find out what each professional offers. Consider client feedback and professional details, then shortlist advisors who provide the type of financial guidance you need.
Bedford (3)
Concord (1)
Hampton (1)
Hanover (1)
Holderness (1)
Lebanon (1)
Meredith (1)
Merrimack (1)
Nashua (1)
North Hampton (1)
Portsmouth (9)
Rochester (3)
Salem (1)
Tilton (1)
Wolfeboro (1)
5 reviews
Granite Bay Wealth Management
20 Years
5 reviews
We maintain fiduciary responsibility to act in clients' best interests
Expert financial planning and investment management services in Portsmouth, NH. Granite Bay Wealth Management offers personalized wealth solutions for retirement, education, and estate planning.
Financial Planning Investment Management Education Planning
(603) 610-8881 Call Profile
4 reviews
DAK Financial Group
34 Years
4 reviews
We offer 36 years of specialized retirement planning expertise
DAK Financial Group offers personalized retirement planning services in Gilford, NH. With 36+ years of experience, we specialize in financial reviews, IRA transfers, and long-term care planning to help clients achieve financial security.
Retirement Planning Financial Reviews 401k Rollovers
(603) 279-0700 Call Profile
1 review
Creteau Hackett La Chapelle
1 review
We offer 80+ combined years of experience in comprehensive financial planning.
Creteau Hackett La Chapelle offers personalized financial planning and investment advisory services in Rochester and Portsmouth, NH. Our certified advisors specialize in retirement strategies, estate planning, and wealth management to help clients achieve
Retirement Planning Estate Planning Investment Management
(603) 332-6518 Call Profile
Not rated yet
Cohen Investment Advisors
13 Years
Not rated yet
We operate under a fiduciary standard, prioritizing your best interests.
Cohen Investment Advisors offers fiduciary financial planning and investment management in Bedford, NH. Specializing in retirement planning, wealth management, and tax strategies for individuals and families.
Investment Management Wealth Management Retirement Planning
(603) 232-8350 Call Profile
Not rated yet
Castle Asset Management
25 Years
Not rated yet
We offer 40+ years of experience in conservative financial planning
Castle Asset Management offers conservative financial planning and investment advisory services in North Hampton, NH. Specializing in portfolio management, estate planning, and retirement strategies since 2001.
Portfolio Planning Risk Management Estate Planning
(603) 929-7891 Call Profile
Not rated yet
Atlantic Management
50+ Years
Not rated yet
We offer 60+ years of experience in valuation and transaction advisory services.
Trusted valuation and transaction advisory services since 1968. Specializing in business valuations, ESOPs, M&A, and ownership transition strategies for clients nationwide.
Business Valuation ESOPs Mergers & Acquisitions
(603) 436-8009 Call Profile
Not rated yet
MHP Asset Management
Not rated yet
We offer 27 years of independent investment advisory experience
Independent financial advisory firm offering customized portfolio management and retirement planning services in Maine, New Hampshire, Massachusetts, and Rhode Island.
Investment Management Retirement Planning Portfolio Analysis
(603) 447-1979 Call Profile
Not rated yet
Granite Value Capital
17 Years
Not rated yet
We operate under strict fiduciary standards with no conflicts of interest.
Granite Value Capital offers investment management and wealth planning services with a value-based approach, serving clients nationwide from Hanover, NH.
Investment Management Financial Planning Wealth Management
(603) 643-0770 Call Profile
Not rated yet
American Trust Investment Advisors
24 Years
Not rated yet
We operate on a fee-only structure to eliminate conflicts of interest.
American Trust Investment Advisors offers personalized investment management services with a client-first approach, specializing in sustainable growth through value investing and socially responsible portfolios.
Investment Management Portfolio Construction Socially Responsible Investing
(603) 448-6415 Call Profile
Not rated yet
Boston Retirement Advisors
Not rated yet
We operate as a fee-only fiduciary with no product commissions
Boston Retirement Advisors offers fee-only financial planning, retirement strategies, and personalized asset management. Committed to acting in your best interest as fiduciaries. Schedule your consultation today.
Financial Planning Retirement Planning Asset Management
(603) 896-6400 Call Profile