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Find The Best Financial Advisors in Portsmouth, New Hampshire

Q: 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.

Q: 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.

Q: 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.

Q: 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.

Q: 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.

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 3 vetted financial advisors and 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 16 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

Aaron A Milne

MAERCO Financial

603-496-0726

Address

10 Durham Rd,
Dover, NH 03820 See Details

Allworth Financial

888-242-6766

Address

800 South Street Suite 350,
Waltham, MA 02453 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
PRIME BUCHHOLZ LLC 273 Corporate Drive, Suite 250, Portsmouth, NH, 3801	106455	$8,878,539,401	64	A Percentage of AUM, Fixed Fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)
IMPAX ASSET MANAGEMENT LLC 30 Penhallow Street, Suite 400, Portsmouth, NH, 3801	114335	$7,540,692,270	20	A Percentage of AUM
LAKE STREET ADVISORS 145 Maplewood Avenue, Suite 210 Portsmouth, NH, 3801	288300	$2,888,383,638	1862	A Percentage of AUM, Fixed Fees, Other (PERCENT OF ASSETS UNDER ADVISEMENT)
WELLESLEY ASSET MANAGEMENT, INC. 100 Market Street, Suite 203 Portsmouth, NH, 3801	116176	$2,394,519,530	1814	A Percentage of AUM, Performance Based
DHK FINANCIAL ADVISORS INC 3 Greenleaf Woods Drive, Suite 202 Portsmouth, NH, 3801	106126	$1,305,687,839	177	A Percentage of AUM, Fixed Fees
DAVID WENDELL ASSOCIATES, INC. 1 New Hampshire Avenue, Suite 300, Portsmouth, NH, 3801	106664	$1,100,371,000	470	A Percentage of AUM, Fixed Fees
CHARTER OAK CAPITAL MANAGEMENT Two International Drive, Suite 325 Portsmouth, NH, 3801	120870	$983,419,357	4284	A Percentage of AUM, Hourly charges, Fixed Fees
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC 303 Islington Street, Portsmouth, NH, 3801	170442	$384,672,853	1357	A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
HARBOR ADVISORY CORPORATION 500 Market St., Ste 11, Portsmouth, NH, 3801	105151	$359,737,957	412	A Percentage of AUM, Hourly charges, Fixed Fees
ESSENTIAL PLANNING, LLC 500 Market Street, Unit 1d, Portsmouth, NH, 3801	106651	$310,367,487	1618	A Percentage of AUM, Hourly charges, Fixed Fees
CLARK ASSET MANAGEMENT, LLC 170 Commerce Way, Suite 200 Portsmouth, NH, 3801	284480	$281,806,711	386	Fixed Fees
SEASCAPE CAPITAL MANAGEMENT,LLC 99 Bow Street, Suite 300 East Portsmouth, NH, 3801	126928	$281,522,074	642	A Percentage of AUM
NVEST FINANCIAL, LLC Two International Drive, Suite 110 Portsmouth, NH, 3801	128868	$268,387,510	1184	A Percentage of AUM, Hourly charges, Fixed Fees
CORNERSTONE FINANCIAL PLANNING, LLC 8 Greenleaf Woods Dr., Suite 202 Portsmouth, NH, 3801	129656	$254,201,637	902	A Percentage of AUM, Hourly charges, Fixed Fees
GRANITE BAY WEALTH MANAGEMENT, LLC 22 Deer Street, Suite 200 Portsmouth, NH, 3801	174765	$252,513,654	1201	A Percentage of AUM, Hourly charges, Fixed Fees

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

Frequently Asked Questions

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

How can I pick a good financial advisor?

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

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

What type of financial advisor do I need?

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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

Aaron A Milne

MAERCO Financial

Address

Allworth Financial

Allworth Financial

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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