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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 Best Financial Advisors & Planners in Portsmouth?

Looking for a qualified financial advisor in Portsmouth? We can help you by narrowing down your options & listing the best financial advisors in Portsmouth as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Portsmouth near you with the list of certified and vetted Portsmouth financial advisors.

List of Qualified Financial Advisors in Portsmouth, 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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Bluebird Wealth Management

Bluebird Wealth Management

6 Felton Ln

West Newbury, MA 01985

978-775-1287

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Jared Rubin

Edelman Financial Engines, LLC

25 Burlington Mall Road
Suite 405

Burlington, MA 01803

339-234-5600

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Bill Coke

The William R. Coke Group

50 Rowes Wharf, 4th Floor

Boston, MA 02110

617-654-2849

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Bill Keyser

UBS Financial Services

55 William St

Wellesley, MA 02481

781-446-8955

List of Additional Financial Advisors in Portsmouth, New Hampshire*

* Additional advisor listing is provided in partnership with Yext

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The Slater Group - UBS Financial Services Inc.

40 Congress Street

Portsmouth, NH 03801
603-422-8186

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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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Paul Kinnaly CFP®, CIMA® - Morgan Stanley

1 Harbour Place
Ste 125

Portsmouth, NH 03801
603-422-8907

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Grant Smith

134 Pleasant St

Portsmouth, NH 03801
603-422-9577

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Kieth Tong

134 Pleasant St

Portsmouth, NH 03801
603-430-5521

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Jane Nelsen - Morgan Stanley

1 Harbour Place
Ste 125

Portsmouth, NH 03801
603-422-8959

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John F Habig - Morgan Stanley

1 Harbour Place
Ste 125

Portsmouth, NH 03801
603-422-8901

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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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Bruce Addison - Morgan Stanley

1 Harbour Place
Ste 125

Portsmouth, NH 03801
603-422-8919

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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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Scott White - Ameriprise Financial Services, LLC

25 Chestnut St
Ste 300N

Portsmouth, NH 03801
603-430-9080

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Seacoast Wealth Management

29 Maplewood Ave

Portsmouth, NH 03801
978-427-8855

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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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Hugh Jencks - UBS Financial Services Inc.

40 Congress Street

Portsmouth, NH 03801
603-334-6237

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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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Carrigg Wealth Advisors

29 Maplewood Ave.
Suite C

Portsmouth, NH 03801
603-427-8840

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Morgan Stanley Financial Advisors

1 Harbour Place
Ste 125

Portsmouth, NH 03801
603-422-8900

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Colby Athanas - Morgan Stanley

1 Harbour Place
Ste 125

Portsmouth, NH 03801
603-422-8949

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Lindsey Polhemus, CFP - UBS Financial Services Inc.

40 Congress Street

Portsmouth, NH 03801
603-422-8181

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Lou Athanas - Morgan Stanley

1 Harbour Place
Ste 125

Portsmouth, NH 03801
603-422-8948

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Gary F. Rawnsley - Morgan Stanley

1 Harbour Place
Ste 125

Portsmouth, NH 03801
603-422-8958

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Richard W Lyons - Morgan Stanley

1 Harbour Place
Ste 125

Portsmouth, NH 03801
603-422-8909

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The Wentworth Group - Morgan Stanley

1 Harbour Place
Ste 125

Portsmouth, NH 03801
603-422-8907

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Travis Grieb - Ameriprise Financial Services, LLC

25 Chestnut St
Ste 300N

Portsmouth, NH 03801
603-430-9080

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Portsmouth, NH - UBS Financial Services Inc.

40 Congress Street

Portsmouth, NH 03801
603-334-6230

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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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Market Square Advisors - UBS Financial Services Inc.

40 Congress Street

Portsmouth, NH 03801
603-334-6247

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The Polhemus Group - UBS Financial Services Inc.

40 Congress Street

Portsmouth, NH 03801
603-334-6233

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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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Jason Smith - Ameriprise Financial Services, LLC

25 Chestnut St
Ste 300N

Portsmouth, NH 03801
603-430-9080

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Edward Jones - Financial Advisor: Ben Woodhouse

4 Greenleaf Woods Drive
Suite 202

Portsmouth, NH 03801
603-436-0007

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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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Paul J Gigis - Morgan Stanley

1 Harbour Place
Ste 125

Portsmouth, NH 03801
603-422-8908

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Matthew Becker - Morgan Stanley

1 Harbour Place
Ste 125

Portsmouth, NH 03801
603-422-8903

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Daniel Lyons - Morgan Stanley

1 Harbour Place
Ste 125

Portsmouth, NH 03801
603-422-8943

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Edward Jones - Financial Advisor: Dennie Foss

2800 Lafayette Rd
Unit 15

Portsmouth, NH 03801
603-430-9368

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Edward Jones - Financial Advisor: Tammy Perkins

875 Greenland Rd
Unit B3

Portsmouth, NH 03801
603-964-0190

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Edward Jones - Financial Advisor: Robert S Giordano

875 Greenland Rd
Suite A8-2

Portsmouth, NH 03801
603-380-7903

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Edward Jones - Financial Advisor: Larry Day Jr

2800 Lafayette Rd
Unit 15

Portsmouth, NH 03801
603-430-9368

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Edward Jones - Financial Advisor: Bob Smith, AAMS¿

501 Islington St
Suite 1D

Portsmouth, NH 03801
603-430-1099

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Highwater Wealth Group, Steward Partners

145 Maplewood Ave
Suite 100

Portsmouth, NH 03801
603-427-8859

* 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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