Find a Financial Advisor in Keene, NH

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We Only Work With The Best Keene 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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

  • Financial Advisor Close to Keene, 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

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

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

  • Population: 22,953
  • % of Population 62 Years and Over: 21.1%
  • Average Home Value: $191,900
  • Average Monthly Housing Cost: $1,178
  • Average Household Income: $73,761
  • 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.)


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The Top Financial Advisor Firms in Keene, NH

 

BLUESTONE WEALTH MANAGEMENT LLC

Website

(603) 499-4737

67 Winter Street

Keene, NH 3431

SEC#: 801-68611
Years in Business: 14 years

WEALTHCARE CAPITAL MANAGEMENT LLC

Website

(603) 654-7770

271 Old Walpole Rd

Keene, NH 3431

SEC#: 801-60183
Years in Business: 21 years

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Website

(603) 847-7229

34 West Street

Keene, NH 3431

SEC#: 801-107426
Years in Business: 6 years

WEALTHCARE CAPITAL MANAGEMENT LLC

Website

(603) 654-7770

271 Old Walpole Rd

Keene, NH 3431

SEC#: 801-60183
Years in Business: 21 years

 


Keene, NH Financial Advisor FAQs

Keene is a city in Cheshire County, New Hampshire, and the county seat. The Connecticut River basin includes the entire town of Keene. C&S Wholesale Grocers, based in Keene, New Hampshire, is an industry leader with a $30.0 billion annual revenues. It employs 17,000 people and is the area's largest employer. Keene is one of New Hampshire's most unique and picturesque towns, with a rich history, breathtaking natural scenery, and classic New England architecture. Keene, located in the Connecticut River Valley, is home to a variety of delectable restaurants, award-winning entertainment, interesting museums, and world-class art. Financial Advisors in Keene offer a variety of services to help people with their finances. Keene is the county seat of Cheshire County in New Hampshire, United States. Cities near Keene include Swanzey, NH, Brattleboro, VT, Jaffrey, NH, Peterborough, NH, Rindge, NH, and Rockingham, VT. Explore trusted financial advisors close by as provided in the links below.

Financial advisors are professionals that help people acquire their financial goals. They focus on investment management, retirement planning, college funding, tax minimization and more.

When choosing a financial advisor, your main considerations are whether you feel comfortable with this person and their credentials. You should also inquire about conflicts of interest that might arise if the advisor sells products for another company-this situation is often demanding on an advisor's time, leaving less for their client

Yes, most definitely. Avoiding a financial advisor may seem like an easy and cheap way to keep your finances in order, but the truth is that without their expertise, you cannot make good decisions in regards to when, what and how much to invest when it comes time to retire.

Financial advisors are generally compensated by the percentage of assets they manage for you. So if you work with an advisor who charges 1% on your assets, and your portfolio is worth $1 million, your annual fee will be $10,000.


Other Nearby Financial Advisors

Lebanon, NH
White River Junction, VT
Hanover, NH
Norwich, VT
Windham County, CT