Find a Financial Planner in Rockingham County, NH

 

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

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We Only Work With The Best Rockingham 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 Rockingham County, NH


  • Financial Advisor Close to Rockingham 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 Rockingham County Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Rockingham County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Rockingham County, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
21.4% of Rockingham 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 Rockingham County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
In the Rockingham County area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Rockingham County area an ongoing effort.
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 Rockingham County 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Rockingham 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 Rockingham 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 Rockingham 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 Rockingham County, NH

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

  • Population: 306,359
  • % of Population 62 Years and Over: 21.4%
  • Average Home Value: $334,200
  • Average Monthly Housing Cost: $1,638
  • Average Household Income: $118,066
  • 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 Rockingham County, 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: 22 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: 16 years