Find a Financial Advisor in Lebanon, NH

 

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

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We Only Work With The Best Lebanon 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 Lebanon, NH


  • Financial Advisor Close to Lebanon, 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 Lebanon, 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 Lebanon, NH

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

  • Population: 13,623
  • % of Population 62 Years and Over: 23.8%
  • Average Home Value: $253,400
  • Average Monthly Housing Cost: $1,347
  • Average Household Income: $88,244
  • 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 Lebanon, NH

 

GLOBAL FOREST PARTNERS LP

Website

(603) 298-7001

67 Etna Road
Suite 500
Lebanon, NH 3766

SEC#: 801-62203
Years in Business: 18 years

AMERICAN TRUST INVESTMENT ADVISORS, LLC

Website

(603) 448-6415

One Court Street
Suite 350
Lebanon, NH 3766

SEC#: 801-60454
Years in Business: 20 years

INVESTMARK ADVISORY GROUP LLC

Website

(603) 865-1077

29 School Street

Lebanon, NH 3766

SEC#: 801-76505
Years in Business: 9 years

INVESTMARK ADVISORY GROUP LLC

Website

(603) 865-1077

29 School Street

Lebanon, NH 3766

SEC#: 801-76505
Years in Business: 9 years

 


Lebanon, NH Financial Advisor FAQs

Some basic things you may want to know when meeting with a financial advisor include how long they have been licensed for, what qualifications they hold, their current title and responsibility. Ask them which services they offer - this gives you an idea of the scope of their business. Whether or not you will need ongoing services from that person can be determined based on this broad description. In addition, ask them how often it would be necessary for them to meet with you going forward.
A financial advisor would help you establish your goals, work with you to come up with the best plan of action to reach those goals, and monitor the progress.
It depends on a lot of different factors, but first consider how much you have to invest and what your time frame is for getting back.
The choice of a financial advisor largely depends on the personal needs of the individual. It's recommended to choose someone who is knowledgeable about your specific area of need. Some of these factors may include: your profession, level of assets, willingness to take risks, your geographical location (how nearby they are), size of portfolio (contact me for help with that) or investment objectives.