Find a Financial Planner in Hillsborough County, NH

 

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

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We Only Work With The Best Hillsborough County 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 Hillsborough County, NH


  • Financial Advisor Close to Hillsborough County, 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 Hillsborough County Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Hillsborough County area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
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 Hillsborough County, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
19.2% of Hillsborough County'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 Hillsborough County area can create a custom plan and walk with you each step of the way.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Hillsborough County area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
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 Hillsborough County area an ongoing effort.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Hillsborough County area who determine what breaks are available to you to minimize your tax payments. 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 is a service offered by many financial advisors, planners, and other professionals in the Hillsborough County area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Hillsborough County area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

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

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

  • Population: 413,035
  • % of Population 62 Years and Over: 19.2%
  • Average Home Value: $278,100
  • Average Monthly Housing Cost: $1,449
  • Average Household Income: $103,090
  • 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 Hillsborough County, NH


BROPHY WEALTH MANAGEMENT, LLC

Website

(603) 668-2303

40 South River Road
Bedford Place Unit 15
Bedford, NH 03110

SEC#: 801-78964
Years in Business: 7 years

BALDWINCLARKE

Website

(603) 668-4353

116A South River Road

Bedford, NH 03110

SEC#: 801-25587
Years in Business: 35 years

COHEN INVESTMENT ADVISORS, LLC

Website

(603) 232-8350

264 South River Road
Suite 414
Bedford, NH 03110

SEC#: 801-117592
Years in Business: 1 years

NORTHEAST PLANNING ASSOCIATES, INC.

Website

(603) 471-0900

43 Constitution Drive

Bedford, NH 03110

SEC#: 801-110475
Years in Business: 4 years

THE HARBOR GROUP, INC.

Website

(603) 668-0634

331 South River Road

Bedford, NH 03110

SEC#: 801-22924
Years in Business: 36 years

PEAK WEALTH MANAGEMENT LLC

Website

(603) 488-2483

1 Hardy Road
#400
Bedford, NH 03110

SEC#: 801-118166
Years in Business: 1 years

MILESTONE FINANCIAL PLANNING, LLC

Website

(603) 589-8010

3 Executive Park Drive
Suite 200
Bedford, NH 03110

SEC#: 801-107645
Years in Business: 5 years

THE EIDEARD GROUP, LLC

Website

(603) 471-9909

360 Route 101
Suite 13C
Bedford, NH 03110

SEC#: 801-66396
Years in Business: 15 years