Find a Financial Planner 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.

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 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

 

How Can a CFP® in Portsmouth 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 Portsmouth 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 planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Portsmouth typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
21.0% of Portsmouth'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 Portsmouth area can create a custom plan and walk with you each step of the way.
Estate planning involves much more than just setting up a will. In the Portsmouth area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
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 Portsmouth area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Portsmouth area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 in the Portsmouth area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. 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 is a good way to make high-interest debts more manageable. Advisors in the Portsmouth 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 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 03801

SEC#: 801-44524
Years in Business: 27 years

DAVID WENDELL ASSOCIATES, INC.

Website

(603) 427-0200

2nd Floor
325 Corporate Drive
Portsmouth, NH 03801

SEC#: 801-47437
Years in Business: 26 years

PRIME BUCHHOLZ LLC

Website

(603) 433-1143

273 Corporate Drive, Suite 250

Portsmouth, NH 03801

SEC#: 801-37429
Years in Business: 30 years

SECURE PLANNING

Website

(603) 433-5515

42 Middle St

Portsmouth, NH 03801

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

SEASCAPE CAPITAL MANAGEMENT,LLC

Website

(603) 964-4480

99 Bow Street
Suite 300 East
Portsmouth, NH 03801

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

COMPASS ROSE PRIVATE INVESTMENT MANAGEMENT

Website

(603) 319-8211

110 Chapel St.

Portsmouth, NH 03801

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

HARBOR ADVISORY CORPORATION

Website

(603) 431-5740

500 Market St., Ste 11

Portsmouth, NH 03801

SEC#: 801-8915
Years in Business: 48 years

GRANITE BAY WEALTH MANAGEMENT, LLC

Website

(603) 610-8881

767 Islington St., Unit 1-D

Portsmouth, NH 03801

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

ESSENTIAL PLANNING, LLC

Website

(603) 427-5164

500 Market Street, Unit 1D

Portsmouth, NH 03801

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

CREEGAN & NASSOURA FINANCIAL GROUP, LLC

Website

(603) 778-0794

117 Bow Street, Suite 111

Portsmouth, NH 03801

SEC#: 801-63316
Years in Business: 17 years