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 you 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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Find The Best Financial Advisors in Portsmouth, New Hampshire

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Portsmouth is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Portsmouth & pick the one as per your needs

How To Find The Best Financial Advisors in Portsmouth, New Hampshire
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Portsmouth, New Hampshire, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and 23 non-vetted financial advisors in Portsmouth, New Hampshire, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Portsmouth, New Hampshire have an average of 18 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Portsmouth, New Hampshire

Joseph Skees

Granite Bay Wealth Management, LLC

888-610-8881

Address

767 Islington Street,
Unit 1D,
Portsmouth, NH 03801 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

25 Burlington Mall Road,
Suite 405,
Burlington, MA 01803 See Details

Sequoia Financial Group

888-225-3777

Address

80 Blanchard Road, Suite 201,
Burlington, MA 01803 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

720 University Avenue,
Suite 230,
Norwood, MA 02062 See Details

Top Financial Advisor Firms in Portsmouth, New Hampshire (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
MATRIX CAPITAL MANAGEMENT COMPANY, LP 3 Pleasant Street, Suite 400 Portsmouth, NH, 03801	160066	$12,092,862,376	4	A percentage of AUM, Performance Based
PRIME BUCHHOLZ LLC 273 Corporate Drive, Suite 250, Portsmouth, NH, 03801	106455	$10,409,452,909	70	A percentage of AUM, Fixed fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)
IMPAX ASSET MANAGEMENT LLC 30 Penhallow Street, Suite 400, Portsmouth, NH, 03801	114335	$9,643,533,263	19	A percentage of AUM
LAKE STREET ADVISORS 145 Maplewood Avenue, Suite 210 Portsmouth, NH, 03801	288300	$3,108,813,749	1858	A percentage of AUM, Fixed fees, Other (PERCENT OF ASSETS UNDER ADVISEMENT)
WELLESLEY ASSET MANAGEMENT, INC. 100 Market Street, Suite 203 Portsmouth, NH, 03801	116176	$2,104,334,424	2188	A percentage of AUM, Performance Based
DHK FINANCIAL ADVISORS INC 3 Greenleaf Woods Drive, Suite 202 Portsmouth, NH, 03801	106126	$1,514,041,032	190	A percentage of AUM, Fixed fees
TIDE CYCLE RESOURCES LLC 36 Maplewood Ave, Portsmouth, NH, 03801	330698	$1,396,569,716	1	A percentage of AUM, Fixed fees
DAVID WENDELL ASSOCIATES, INC. 1 New Hampshire Avenue, Suite 300, Portsmouth, NH, 03801-2904	106664	$1,270,956,000	487	A percentage of AUM, Fixed fees
CHARTER OAK CAPITAL MANAGEMENT Two International Drive, Suite 325 Portsmouth, NH, 03801	120870	$1,109,715,192	4048	A percentage of AUM, Hourly charges, Fixed fees
CMH WEALTH MANAGEMENT, LLC 100 Market Street, Suite 201 Portsmouth, NH, 03801	150138	$774,040,243	691	A percentage of AUM, Fixed fees
CLARK ASSET MANAGEMENT, LLC 170 Commerce Way, Suite 200 Portsmouth, NH, 03801	284480	$457,305,856	633	Fixed fees
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC 303 Islington Street, Portsmouth, NH, 03801	170442	$408,117,485	1313	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
HARBOR ADVISORY CORPORATION 500 Market St., Ste 11, Portsmouth, NH, 03801	105151	$402,797,488	408	A percentage of AUM, Hourly charges, Fixed fees
NVEST FINANCIAL, LLC Two International Drive, Suite 110 Portsmouth, NH, 03801	128868	$379,824,260	989	A percentage of AUM, Hourly charges, Fixed fees
ESSENTIAL PLANNING, LLC 500 Market Street, Unit 1d, Portsmouth, NH, 03801	106651	$378,634,000	1676	A percentage of AUM, Hourly charges, Fixed fees

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Find The Best Financial Advisors in Portsmouth, New Hampshire

How To Find The Best Financial Advisors in Portsmouth, New HampshireLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Portsmouth, New Hampshire

Joseph Skees

Granite Bay Wealth Management, LLC

Address

Edelman Financial Engines, LLC

Address

Sequoia Financial Group

Address

Edelman Financial Engines, LLC

Address

Top Financial Advisor Firms in Portsmouth, New Hampshire (Ranked by AUM)

Select other cities around Portsmouth, New Hampshire to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Portsmouth, New Hampshire
Last Updated - 13-Jun-2023

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