Find a Financial Planner in Merrimack County, NH

 

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

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We Only Work With The Best Merrimack 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 Merrimack County, NH


  • Financial Advisor Close to Merrimack 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 Merrimack County Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Merrimack County area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Merrimack County include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
21.5% of Merrimack County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Merrimack County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Merrimack County area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Merrimack County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Merrimack County area is generally long-term and performed with the help of a qualified planner. 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Merrimack County area, 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 Merrimack County 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 Merrimack 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 Merrimack County, NH

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

  • Population: 149,917
  • % of Population 62 Years and Over: 21.5%
  • Average Home Value: $243,500
  • Average Monthly Housing Cost: $1,286
  • Average Household Income: $94,698
  • 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 Merrimack County, 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: 32 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