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Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in New Hampshire involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in New Hampshire?

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in New Hampshire to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best New Hampshire financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in New Hampshire

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Joseph Skees

Granite Bay Wealth Management, LLC

767 Islington Street
Unit 1D

Portsmouth, NH 03801

888-610-8881

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Duane Goodell

Optimum Wealth LLC

310 Marlboro Street

Keene, NH 03431

603-357-2254

List of Additional Financial Advisors in New Hampshire*

* Additional advisor listing is provided in partnership with Yext

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The Polhemus Group - UBS Financial Services Inc.

40 Congress Street

Portsmouth, NH 03801
603-334-6233

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Allstate Personal Financial Representative: Kenneth Cormier

1 Portsmouth Ave
Ste 6

Stratham, NH 03885
207-337-4670

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Brian Caldwell - Ameriprise Financial Services, LLC

5 Bedford Farms
Fl 3

Bedford, NH 03110
603-391-0503

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Joe O'Keefe - Ameriprise Financial Services, LLC

5 Bedford Farms
Fl 3

Bedford, NH 03110
603-668-1273

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Laurie LeDuc

38 Portsmouth Avenue

Stratham, NH 03885
603-634-7751

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Paula Parrish

835 Hanover Street

Manchester, NH 03104
603-634-7000

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Brophy Wealth Management, LLC

40 S. River Road
Unit 15

Bedford, NH 03110
603-668-2303

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Gary W. Pelletier

39 Simon Street
Unit 1

Nashua, NH 03060
800-337-7421

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Reid Financial Group - UBS Financial Services Inc.

1155 Elm Street
Suite 501

Manchester, NH 03101
603-626-2923

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Applied Capital Management, Inc.

50 Nashua Road
Suite 200

Londonderry, NH 03053
603-437-5056

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Patti Clark - Morgan Stanley

1000 Elm St
14th Fl

Manchester, NH 03101
603-629-0252

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The Market Square Group - Morgan Stanley

1 Harbour Place
Ste 125

Portsmouth, NH 03801
603-422-8909

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Verizon Wireless Authorized Retailer - Amcomm Wireless

160 Washington Street
Unit 303

Rochester, NH 03839
603-335-9200

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First Command Financial Advisor - Matt Wineriter

6 Loudon Road
Ste 401

Concord, NH 03301
603-715-1210

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Michael Humphries - Ameriprise Financial Services, LLC

20 Trafalgar Sq
Ste 421

Nashua, NH 03063
603-589-4021

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TSS Wealth Management

19 Morgan Drive

Lebanon, NH 03766
603-653-0044

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George Desaulniers - UBS Financial Services Inc.

10 Park Street

Concord, NH 03301
603-226-1111

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Chris Laux - Morgan Stanley

14 Country Club Road

Gilford, NH 03246
603-527-4109

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Jayson Spring

35 Winnacunnet Rd

Hampton, NH 03842
603-929-5623

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Market Square Advisors - UBS Financial Services Inc.

40 Congress Street

Portsmouth, NH 03801
603-334-6247

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Christopher Kinnane - Ameriprise Financial Services, LLC

262 S River Rd
Ste 201

Bedford, NH 03110
603-606-4255

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Cynthia Magner - Ameriprise Financial Services, LLC

10 Ferry St
Ste 312

Concord, NH 03301
603-226-3537

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Bruce Addison - Morgan Stanley

1 Harbour Place
Ste 125

Portsmouth, NH 03801
603-422-8919

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Craig Johnson

1 Capital Plz

Concord, NH 03301
603-369-5406

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Spike Trueworthy - Ameriprise Financial Services, LLC

25 Chestnut St
Ste 300N

Portsmouth, NH 03801
603-430-9080

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The Legacy Group | Hanover, NH - Morgan Stanley

203 Heater Rd

Lebanon, NH 03766
603-442-7916

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The Lakes Region Group - Morgan Stanley

14 Country Club Road

Gilford, NH 03246
603-528-1390

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Brian Gaumont

199 Route 101
Ste 1A

Amherst, NH 03031
603-335-2602

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Erik Schulz

15 Main St

Keene, NH 03431
603-552-2067

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Terri Harbour

587 Main St

Laconia, NH 03246
603-527-3003

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Ryan McCabe - Ameriprise Financial Services, Inc.

262 S River Rd
Ste 201

Bedford, NH 03110
603-606-4255

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Jai M Dev - Ameriprise Financial Services, LLC

1 Tara Blvd
Ste 200

Nashua, NH 03062
603-234-8430

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Verizon Wireless Authorized Retailer - Amcomm Wireless

153 Washington St

Claremont, NH 03743
603-542-9811

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Terence McCormick - Ameriprise Financial Services, LLC

50 Nashua Rd
Ste 112

Londonderry, NH 03053
603-437-4558

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Eric Ellis - Ameriprise Financial Services, LLC

5 Bedford Farms
Fl 3

Bedford, NH 03110
603-391-0512

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T-Squared Financial

36 Bouldervale Road

Croydon, NH 03773
203-239-1600

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Desaulniers Group - UBS Financial Services Inc.

1155 Elm Street
Suite 501

Manchester, NH 03101
603-226-1120

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Bill Fleming

122 Northeastern Blvd

Nashua, NH 03062
603-369-5404

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The Johnston Financial Group - UBS Financial Services Inc.

1155 Elm Street
Suite 501

Manchester, NH 03101
603-626-2919

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Retirement CFO

1 Park Ave.
Suite 5-1

Hampton, NH 03842
781-437-4800

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Allstate Personal Financial Representative: Dennis Munroe

648 First New Hampshire Tpke

Northwood, NH 03261
603-661-7444

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Brent Kiley - Ameriprise Financial Services, LLC

262 S River Rd
Ste 201

Bedford, NH 03110
603-606-4255

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Frizzell Financial Group - UBS Financial Services Inc.

1155 Elm Street
Suite 501

Manchester, NH 03101
603-626-2917

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James Livolsi - Ameriprise Financial Services, LLC

262 S River Rd
Ste 201

Bedford, NH 03110
603-606-4255

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The Monadnock Capital Group

34 West Street
Suite 101

Keene, NH 03431
603-338-0515

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Lindsey Polhemus, CFP - UBS Financial Services Inc.

40 Congress Street

Portsmouth, NH 03801
603-422-8181

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John Clymer

140 Washington St

Dover, NH 03820
603-740-4730

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Andrea Landini, CIMA, CFP - UBS Financial Services Inc.

40 Congress Street

Portsmouth, NH 03801
603-334-6236

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Matthew Becker - Morgan Stanley

1 Harbour Place
Ste 125

Portsmouth, NH 03801
603-422-8903

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Steven M. Andrews, CFP

22 Haverhill Rd
Ste. 5

Windham, NH 03087
603-434-2663

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Seacoast Financial Network

155 Lafayette Road
Suite 8

North Hampton, NH 03862
603-964-0346

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Edward Jones - Financial Advisor: Annie J Caslin

1421 NH Route 119

Rindge, NH 03461
603-899-9514

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Jason Smith - Ameriprise Financial Services, LLC

25 Chestnut St
Ste 300N

Portsmouth, NH 03801
603-430-9080

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Justin Hall - Ameriprise Financial Services, LLC

262 S River Rd
Ste 201

Bedford, NH 03110
603-606-4255

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Seacoast Wealth Management

29 Maplewood Ave

Portsmouth, NH 03801
978-427-8855

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Hugh Jencks - UBS Financial Services Inc.

40 Congress Street

Portsmouth, NH 03801
603-334-6237

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Keith Jackson

277 DW Highway

Nashua, NH 03060
603-634-7446

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Joseph Perusse

65 Lafayette Rd

North Hampton, NH 03862
603-964-1708

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Thomas O'Malley

35 Main Street

Peterborough, NH 03458
603-924-1202

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Lise Lavoie - Ameriprise Financial Services, LLC

288 S River Rd
Bldg C

Bedford, NH 03110
603-606-8960

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John Reid - UBS Financial Services Inc.

1155 Elm Street
Suite 501

Manchester, NH 03101
603-626-2923

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Brayshaw Financial Group LLC

116 South River Road
Building D, Suite 5

Bedford, NH 03110
603-226-2004

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Andrea Riley Arnesen - Ameriprise Financial Services, LLC

74 Northeastern Blvd
Unit 17A

Nashua, NH 03062
603-598-9880

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Keith Spencer

1 Interchange Dr

Lebanon, NH 03784
781-350-7111

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Professional Investors Network, LLC

20 Main Street
Suite 7

Keene, NH 03431
860-539-2047

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Personal Financial Strategies

4 Merrill Industrial Drive
Suite 222

Hampton, NH 03842
603-929-3636

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Jennie Parisi - Ameriprise Financial Services, LLC

262 S River Rd
Ste 201

Bedford, NH 03110
603-606-4255

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Robert Kennelly - Ameriprise Financial Services, LLC

14 Plymouth St
Level 1

Meredith, NH 03253
603-279-5390

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Mary V Smith - Ameriprise Financial Services, LLC

45 Lyme Rd
Ste 203

Hanover, NH 03755
603-653-0317

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Peter Motsis - Ameriprise Financial Services, LLC

5 Bedford Farms
Fl 3

Bedford, NH 03110
603-668-1273

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Paul J Gigis - Morgan Stanley

1 Harbour Place
Ste 125

Portsmouth, NH 03801
603-422-8908

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Nancy Burt - Ameriprise Financial Services, LLC

262 S River Rd
Ste 201

Bedford, NH 03110
603-606-4255

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ABC Financial

77 Gilcreast Road
Suite 2004

Londonderry, NH 03053
603-965-3065

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Allstate Personal Financial Representative: Patrick Miner

505 W Hollis St

Nashua, NH 03062
508-463-8050

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Morgan Stanley Financial Advisors

1000 Elm St 14th
Fl

Manchester, NH 03101
603-629-0200

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Paul A Pouliot - Ameriprise Financial Services, LLC

116 S River Rd
Bldg E

Bedford, NH 03110
603-296-0030

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Lou Athanas - Morgan Stanley

1 Harbour Place
Ste 125

Portsmouth, NH 03801
603-422-8948

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Robert N Streed - Ameriprise Financial Services, LLC

5 Bedford Farms
Fl 3

Bedford, NH 03110
603-391-0520

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Scott White - Ameriprise Financial Services, LLC

25 Chestnut St
Ste 300N

Portsmouth, NH 03801
603-430-9080

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Susan Giroux - Ameriprise Financial Services, LLC

10 Ferry St
Ste 312

Concord, NH 03301
603-226-3537

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Stephen Lamoureux - Ameriprise Financial Services, LLC

5 Bedford Farms
Fl 3

Bedford, NH 03110
603-668-1273

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Nathaniel Krakow - Ameriprise Financial Services, LLC

111 Maplewood Ave
Ste A-2

Portsmouth, NH 03801
603-319-1443

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LifeLine Financial Services, LLC

40 South River Rd
Unit 45-46

Bedford, NH 03110
603-782-4663

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Don Sommese - Morgan Stanley

1000 Elm St
14th Fl

Manchester, NH 03101
603-629-0233

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Wright Choice Financial Group

2 Bedford Farms Drive
Suite #104

Bedford, NH 03110
603-262-3510

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Tom Lavery - Ameriprise Financial Services, LLC

116 S River Rd
Bldg E

Bedford, NH 03110
603-296-0030

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Arthur Meconi - Ameriprise Financial Services, LLC

288 S River Rd
Bldg C

Bedford, NH 03110
603-232-8266

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Granite Financial Group - UBS Financial Services Inc.

1155 Elm Street
Suite 501

Manchester, NH 03101
603-626-2918

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Jeremy Lathrop

11 Church St

Goffstown, NH 03045
603-497-2397

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Valerie Bouraphael

88 South St

Concord, NH 03301
603-229-3534

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Todd Fischer

71 Lowell Rd

Hudson, NH 03051
603-594-7940

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Robert A Bonfiglio - Ameriprise Financial Services, LLC

262 S River Rd
Ste 201

Bedford, NH 03110
603-606-4255

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Steven Ryan - Ameriprise Financial Services, LLC

5 Bedford Farms
Fl 3

Bedford, NH 03110
603-391-0577

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Morgan Stanley Financial Advisors

203 Heater Rd

Lebanon, NH 03766
603-442-7900

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Park Street Group - UBS Financial Services Inc.

1155 Elm Street
Suite 501

Manchester, NH 03101
603-226-1109

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Adam Davidson - Ameriprise Financial Services, LLC

1 Pillsbury St
Ste 100

Concord, NH 03301
603-715-8486

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The Ruedig Group - UBS Financial Services Inc.

10 Park Street

Concord, NH 03301
603-226-1123

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Richard W Lyons - Morgan Stanley

1 Harbour Place
Ste 125

Portsmouth, NH 03801
603-422-8909

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Robert Dunlap - Morgan Stanley

1000 Elm St
14th Fl

Manchester, NH 03101
603-629-0264

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Joseph Tyler - Ameriprise Financial Services, LLC

406 Riverway Pl

Bedford, NH 03110
603-296-0022

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Owen McGarrahan - Morgan Stanley

1000 Elm St 14th
Fl

Manchester, NH 03101
603-629-0221

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The Hanover Group - Morgan Stanley

203 Heater Rd

Lebanon, NH 03766
603-442-7941

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John F Habig - Morgan Stanley

1 Harbour Place
Ste 125

Portsmouth, NH 03801
603-422-8901

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John Caggiano - Northeast Planning Associates, Inc.

121 Shattuck Way
Suite 16

Newington, NH 03801
603-431-1382

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Todd H. Leo - Ameriprise Financial Services, LLC

335 Nashua St

Milford, NH 03055
603-721-7200

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Kristi M Johnson - Morgan Stanley

1000 Elm St 14th
Fl

Manchester, NH 03101
603-629-0232

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The Slater Group - UBS Financial Services Inc.

40 Congress Street

Portsmouth, NH 03801
603-422-8186

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Timothy Fitzbag - Ameriprise Financial Services, LLC

22 Sawmill Rd

Gilford, NH 03249
603-524-1555

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Michael K Clark - Ameriprise Financial Services, LLC

116 S River Rd
Bldg E Fl 2

Bedford, NH 03110
603-218-1304

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Parag Kulshreshtha - Ameriprise Financial Services, LLC

116 S River Rd
Bldg E

Bedford, NH 03110
603-606-4910

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Micheal White - Ameriprise Financial Services, LLC

74 Main St
Ste A

Francestown, NH 03043
603-831-5004

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First Command Financial Advisor - Rachel Faris

6 Loudon Road
Ste 401

Concord, NH 03301
603-715-1210

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Morgan Stanley Financial Advisors

1 Harbour Place
Ste 125

Portsmouth, NH 03801
603-422-8900

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Joseph Cartier - Morgan Stanley

1000 Elm St
14th Fl

Manchester, NH 03101
603-629-0234

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The Wentworth Group - Morgan Stanley

1 Harbour Place
Ste 125

Portsmouth, NH 03801
603-422-8907

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The Slattery Longo Group - Morgan Stanley

1000 Elm Street
14th Floor

Manchester, NH 03101
603-629-0201

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Daniel Lyons - Morgan Stanley

1 Harbour Place
Ste 125

Portsmouth, NH 03801
603-422-8943

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Jane Nelsen - Morgan Stanley

1 Harbour Place
Ste 125

Portsmouth, NH 03801
603-422-8959

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Seth P. McNally - Morgan Stanley

1000 Elm St 14th
Fl

Manchester, NH 03101
603-629-0238

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Gary F. Rawnsley - Morgan Stanley

1 Harbour Place
Ste 125

Portsmouth, NH 03801
603-422-8958

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Jesse E Burnett - Morgan Stanley

1000 Elm St
14th Fl

Manchester, NH 03101
603-629-0275

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David Blake - Ameriprise Financial Services, LLC

25 Chestnut St
Ste 300N

Portsmouth, NH 03801
603-430-9080

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Colby Athanas - Morgan Stanley

1 Harbour Place
Ste 125

Portsmouth, NH 03801
603-422-8949

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Gregory S Caulfield - Morgan Stanley

14 Country Club Road

Gilford, NH 03249
603-528-1390

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Jim Healy - Morgan Stanley

203 Heater Rd

Lebanon, NH 03766
603-442-7925

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James Goodrich - Morgan Stanley

203 Heater Rd

Lebanon, NH 03766
603-442-7921

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Lisa Caulton - Morgan Stanley

1000 Elm St
14th Fl

Manchester, NH 03101
603-629-0223

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Concord, NH Branch Office - UBS Financial Services Inc.

10 Park Street

Concord, NH 03301
603-225-6601

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Kurt E Stieper - Morgan Stanley

1000 Elm St
14th Fl

Manchester, NH 03101
603-629-0225

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Norman Hill

One Trafalgar Square

Nashua, NH 03063
603-594-7698

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Richard John DeMarco Jr. - UBS Financial Services Inc.

40 Congress Street

Portsmouth, NH 03801
603-422-8190

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Manchester, NH Branch Office - UBS Financial Services Inc.

1155 Elm Street
Suite 501

Manchester, NH 03101
603-626-2900

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Matthew Lord

154 Water St

Exeter, NH 03833
603-773-2418

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Michael Barry

91 S River Rd

Bedford, NH 03110
603-229-3511

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Andy Chace - Ameriprise Financial Services, LLC

25 Chestnut St
Ste 300N

Portsmouth, NH 03801
603-430-9080

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Andrew Lane - Ameriprise Financial Services, LLC

84 W Broadway

Derry, NH 03038
603-434-2722

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Paul Makris - UBS Financial Services Inc.

10 Park Street

Concord, NH 03301
603-226-1122

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William Chapin Jr. - UBS Financial Services Inc.

10 Park Street

Concord, NH 03301
603-226-1113

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Emilie Checrallah - UBS Financial Services Inc.

10 Park Street

Concord, NH 03301
603-226-1115

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First Command Financial Advisor - Lore Ford

6 Loudon Road
Ste 401

Concord, NH 03301
603-715-1210

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Kevin Moore - Ameriprise Financial Services, LLC

5 Bedford Farms
Fl 3

Bedford, NH 03110
603-391-0587

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Karen O'Rourke - Ameriprise Financial Services, LLC

262 S River Rd
Ste 201

Bedford, NH 03110
603-606-4255

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Matt Elkin - Ameriprise Financial Services, LLC

5 Bedford Farms
Fl 3

Bedford, NH 03110
603-668-1273

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Charlene D Thibeault - Ameriprise Financial Services, LLC

262 S River Rd
Ste 201

Bedford, NH 03110
603-606-4255

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Upland Group - Morgan Stanley

203 Heater Rd

Lebanon, NH 03766
603-442-7900

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Jason Belyea

238 Main St

Nashua, NH 03060
603-594-7717

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John Reger

42 Nashua Road

Londonderry, NH 03053
603-437-2254

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Kieth Tong

134 Pleasant St

Portsmouth, NH 03801
603-430-5521

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Norman Long - Ameriprise Financial Services, LLC

288 S River Rd
Bldg C Unit 1

Bedford, NH 03110
603-232-8284

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First Command Financial Advisor - Cris Ettinger

6 Loudon Road
Ste 401

Concord, NH 03301
603-715-1210

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Scott B Dow - Ameriprise Financial Services, LLC

25 Chestnut St
Ste 300N

Portsmouth, NH 03801
603-319-3117

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Joshua Winkler

38 Portsmouth Ave

Stratham, NH 03885
603-935-6578

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Thomas Slattery - Morgan Stanley

1000 Elm St 14th
3rd Fl

Manchester, NH 03101
603-629-0201

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Kevin J McCann - Morgan Stanley

1000 Elm St 14th
Fl

Manchester, NH 03101
603-629-0261

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Paul Kinnaly - Morgan Stanley

1 Harbour Place
Ste 125

Portsmouth, NH 03801
603-422-8907

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V. Randy Whatley - Morgan Stanley

203 Heater Rd

Lebanon, NH 03766
603-442-7926

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Amy McGowan

277 Daniel Webster Hwy

Nashua, NH 03060
978-448-2240

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Zachary Magistro

45 South Broadway

Salem, NH 03079
603-740-4705

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Betsy Bowen - Morgan Stanley

1000 Elm St 14th
Fl

Manchester, NH 03101
603-629-0271

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David Snyder

91 S River Rd

Bedford, NH 03110
603-425-1254

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Melissa Rivers

42 Pinkerton St

Derry, NH 03038
603-594-7921

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Christopher Dube

238 Main St

Nashua, NH 03060
603-594-7573

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Nancy Silva

1550 North Elm Street

Manchester, NH 03104
603-665-4456

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Austin Cornish - Morgan Stanley

1000 Elm St 14th
Fl

Manchester, NH 03101
603-629-0258

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Sarah Gianninoto

140 Washington St

Dover, NH 03820
603-740-4712

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Michael L. Shearin - Morgan Stanley

1000 Elm St
14th Fl

Manchester, NH 03101
603-629-0273

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Kathryn Longo - Morgan Stanley

1000 Elm St 14th
3rd Fl

Manchester, NH 03101
603-629-0206

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John T. Souther - Morgan Stanley

203 Heater Rd

Lebanon, NH 03766
603-442-7941

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Grant Smith

134 Pleasant St

Portsmouth, NH 03801
603-422-9577

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Donna Failla

35 Winnacunnet Rd

Hampton, NH 03842
603-926-0184

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Sahar Chiboub

One Trafalgar Square

Nashua, NH 03063
603-594-7551

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Peter A. Stern - Morgan Stanley

203 Heater Rd

Lebanon, NH 03766
603-442-7945

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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