Find a Financial Advisor in Portsmouth, NH

 

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

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We Only Work With The Best Portsmouth Financial Advisors


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

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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 Portsmouth, NH


  • Financial Advisor Close to Portsmouth, 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 Portsmouth, 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 Portsmouth, NH

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

  • Population: 21,775
  • % of Population 62 Years and Over: 21%
  • Average Home Value: $435,100
  • Average Monthly Housing Cost: $1,503
  • Average Household Income: $112,839
  • 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 Portsmouth, NH

 

DHK FINANCIAL ADVISORS INC

Website

(603) 436-5801

3 Greenleaf Woods Drive
Suite 202
Portsmouth, NH 3801

SEC#: 801-44524
Years in Business: 28 years

DAVID WENDELL ASSOCIATES, INC.

Website

(603) 427-0200

2nd Floor
325 Corporate Drive
Portsmouth, NH 3801

SEC#: 801-47437
Years in Business: 27 years

PRIME BUCHHOLZ LLC

Website

(603) 433-1143

273 Corporate Drive, Suite 250

Portsmouth, NH 3801

SEC#: 801-37429
Years in Business: 31 years

SECURE PLANNING

Website

(603) 433-5515

42 Middle St

Portsmouth, NH 3801

SEC#: 801-55630
Years in Business: 23 years

SEASCAPE CAPITAL MANAGEMENT,LLC

Website

(603) 964-4480

99 Bow Street
Suite 300 East
Portsmouth, NH 3801

SEC#: 801-79293
Years in Business: 7 years

COMPASS ROSE PRIVATE INVESTMENT MANAGEMENT

Website

(603) 319-8211

110 Chapel St.

Portsmouth, NH 3801

SEC#: 801-118174
Years in Business: 1 years

HARBOR ADVISORY CORPORATION

Website

(603) 431-5740

500 Market St., Ste 11

Portsmouth, NH 3801

SEC#: 801-8915
Years in Business: 49 years

GRANITE BAY WEALTH MANAGEMENT, LLC

Website

(603) 610-8881

767 Islington St., Unit 1-D

Portsmouth, NH 3801

SEC#: 801-92174
Years in Business: 6 years

ESSENTIAL PLANNING, LLC

Website

(603) 427-5164

500 Market Street, Unit 1D

Portsmouth, NH 3801

SEC#: 801-51363
Years in Business: 25 years

 


Portsmouth, NH Financial Advisor FAQs

Depending on the advisor, his service(s) and the rate of financial return, a financial advisor can cost anywhere from one-time fees or fixed monthly rates to a percentage of assets.
When financial planning for any stage of life is taken into account, it's important to choose a professional who can help you weigh your options according to your individual needs. They will be able to provide guidance and advice based on their knowledge and experience so that you don't have to worry about missing anything or losing out on investment opportunities due lack of expertise in this area.
I'd recommend you ask them what they would do if your standard of living were to be slashed in half in the next few years, and how their advice would be impacted by that. You also want to know if they're in it for themselves and asking questions like, What services do I get with this advisor?
Many financial advisors charge a percentage of the assets they manage. This percentage helps them get paid for their time and expertise.