Find a Financial Planner in Concord, NH

 

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We did the hard work of finding trustworthy partners in Concord, NH.

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We Only Work With The Best Concord Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Concord, NH


  • Financial Advisor Close to Concord, NH

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Concord Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Concord area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Concord, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
19.9% of Concord's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Concord area can create a custom plan and walk with you each step of the way.
In the Concord area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Concord area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Concord area often offer tax planning services to their clients. Tax planning strategies will differ depending on depending on where you live. New Hampshire has unique laws defining which actions trigger a taxable event and has the 5th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Concord area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Concord area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Concord, NH


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Concord, NH

We evaluated over 13,000 RIA firms to bring you the best of the best Concord financial advisors.
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How Retirement-Friendly is Concord, NH?

  • Population: 43,244
  • % of Population 62 Years and Over: 19.9%
  • Average Home Value: $238,800
  • Average Monthly Housing Cost: $1,208
  • Average Household Income: $86,638
  • New Hampshire Total Tax Burden: 6.84% (5th Lowest in U.S.)
  • New Hampshire Property Tax: 5.47% (Highest in U.S.)
  • New Hampshire Individual Income Tax: 0.13% (9th Lowest in U.S.)
  • New Hampshire Sales and Excise Tax: 1.24% (3rd Lowest in U.S.)


The Top Financial Advisor Firms in Concord, NH


VALPEY FINANCIAL SERVICES LLC

Website

(603) 856-7945

100 North Main Street Suite 500

Concord, NH 03301

SEC#: 801-118576
Years in Business: 1 years

DL CARLSON INVESTMENT GROUP INC

Website

(603) 224-5977

Two Capital Plaza
Suite 404
Concord, NH 03301

SEC#: 801-34606
Years in Business: 31 years

GRANITE INVESTMENT ADVISORS, LLC

Website

(603) 226-6600

6 Eagle Sq
3rd Floor
Concord, NH 03301

SEC#: 801-70096
Years in Business: 12 years

TAYLOR, COTTRILL, ERICKSON AND ASSOCIATES, INC.

Website

(603) 228-5471

46 South Main Street

Concord, NH 03301

SEC#: 801-40719
Years in Business: 29 years