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Scott S

Series 63, Series 65

Bedford, NH

Bay Point Financial, LLC

Scott Sullivan is a financial advisor with Bay Point Financial, LLC in Bedford, NH, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has been with Bay Point Financial since 2010 and previously worked at Triad Advisors, LLC. Outside of advising, he is involved as a corporator at Franklin Savings Bank. Bay Point Financial provides investment advisory and financial planning services to individuals, trusts, business entities, and retirement plans. The firm emphasizes a passive, index-based ETF strategy with globally diversified asset allocation and typically operates in a non-discretionary, consultative capacity, recommending third-party managers and offering ongoing account reviews and plan implementation support.

Retirement income strategy General estate planning guidance Cash flow / budgeting
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Douglas C

CFP®, Series 65

Lee, NH

Cobb Financial, LLC

Douglas Cobb is a CFP® professional with 22 years of industry experience. He has been the sole advisor at Cobb Financial, LLC since 2003. The firm provides discretionary investment management and financial planning services, along with tax preparation and CFO/business consulting engagements under separate fee arrangements. Cobb also maintains a full-time corporate finance role outside of his advisory practice. Cobb Financial, LLC serves individual clients by constructing diversified portfolios using fundamental and technical analysis, with regular reviews and reporting. The firm combines investment management with tax and business advisory services, operating a practitioner-led model focused on accounts generally at or above $100,000.

Wealth management Cash flow / budgeting Business succession planning
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Stephen M

ChFC®, Series 63

Manchester, NH

Legacy Financial Solutions, Inc.

Stephen Mathieu is a ChFC® credentialed financial advisor with 27 years of industry experience. He has been with Legacy Financial Solutions, Inc. since 1997 and also serves as managing member and accountant at LFS Tax Group, LLC, a tax consulting and accounting firm. Legacy Financial Solutions provides personalized financial planning and asset management services to individuals, trusts, estates, charitable organizations, and business entities, serving both individual and high-net-worth clients. The firm employs a non-discretionary approach using fundamental and technical analysis and integrates financial and estate planning into its advisory services.

General estate planning guidance Charitable giving & philanthropy Income planning Life insurance needs analysis Retired
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Daniel M

Series 66

Auburn, NH

Nutfield Financial

Daniel Mclaughlin is a financial advisor at Nutfield Financial with 14 years of industry experience. He holds the Series 66 designation and has worked at Cetera Advisors LLC and Investors Capital Corporation among other roles. In addition to his advisory work, he is licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products. Nutfield Financial serves individual investors, high-net-worth clients, trusts, and small businesses by providing financial planning focused on retirement and estate planning, investment advisory services, tax preparation, and insurance products. The firm delivers non-discretionary investment advice using fundamental and cyclical analysis, combining buy-and-hold strategies with occasional short-term trading and covered-call techniques.

General retirement planning General estate planning guidance Annuities
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Joseph L

CFP®, Series 63, Series 65

Manchester, NH

Goldfinch Financial, Inc.

Joseph Latona is a CFP® professional with 21 years of experience in the financial services industry. He has been with Goldfinch Financial, Inc. since 2015 and is also associated with LPL Financial. In addition to his advisory work, he is a licensed notary. Goldfinch Financial provides financial planning and consulting services to individuals, trusts, charitable organizations, and businesses. The firm focuses on broad-based or modular written plans and targeted advice without offering discretionary portfolio management or taking custody of client assets.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Life insurance needs analysis Annuities
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Charles S

ChFC®, Series 63, Series 65

Manchester, NH

Glenwood Investment Group, LLC

Charles Stephen is a financial advisor at Glenwood Investment Group, LLC in Manchester, NH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience and has been with Glenwood Investment Group since 2004. In addition to his advisory role, he is a licensed insurance broker and spends part of his time engaged in insurance-related activities. Glenwood Investment Group provides personalized financial planning and investment management services to individuals, trusts, small businesses, estates, and a charitable organization. The firm employs a core-and-satellite investment approach, combining actively managed funds, passive index funds, and ETFs, with continuous portfolio monitoring and quarterly reviews.

General retirement planning Cash flow / budgeting Income planning
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Jenny R

Series 65

Manchester, NH

American Wealth Protection Financial, LLC

Jenny Rivard is a financial advisor with American Wealth Protection Financial, LLC, holding a Series 65 designation and eight years of industry experience. She has worked at Truth of Investing since 2018 and previously at The Cloutier Group's Estate & Financial Strategies from 2016 to 2018. In addition to her advisory role, Rivard is the owner and attorney at AWP Legal LLC, a law firm based in Manchester, NH. American Wealth Protection Financial, PLLC provides investment management, financial planning, and consulting services to individuals, personal trusts and estates, nonprofits, corporations, and other advisers. The firm manages approximately $70 million and employs a long-term, tailored investment approach using exchange-traded funds, combining fundamental, technical, and quantitative analysis to construct portfolios.

Wealth management Passive / index investing Retirement income strategy Annuities Attorney
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David M

CFP®, Series 63

Auburn, NH

Nutfield Financial

David Mclaughlin is a CFP® with 30 years of experience in financial advising. He is the sole advisor at Nutfield Financial, an independent firm based in Auburn, NH. His prior experience includes eight years at Cetera Advisors LLC and sixteen years at Investors Capital Corporation. In addition to financial advising, he is involved in tax preparation and insurance sales, focusing on life, health, disability, annuities, and long-term care products. Nutfield Financial serves individual investors, high-net-worth clients, trusts, and small businesses, offering financial planning with an emphasis on retirement and estate planning, investment advisory services, tax preparation, and insurance products. The firm provides non-discretionary investment advice using fundamental and cyclical analysis combined with buy-and-hold, short-term trading, and covered-call strategies.

General retirement planning General estate planning guidance Annuities
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John D

Series 66

Manchester, NH

Glenwood Investment Group, LLC

John Dougherty is a financial advisor at Glenwood Investment Group, LLC in Manchester, NH, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Mass Mutual Investors Services and Steward Partners, among others. Glenwood Investment Group provides personalized financial planning and investment management services to individuals, trusts, small businesses, estates, and a charitable organization, focusing on a strategic core-and-satellite asset allocation approach with ongoing portfolio monitoring and quarterly reviews.

General retirement planning Cash flow / budgeting Income planning
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Thomas S

CFP®, Series 66

Manchester, NH

Glenwood Investment Group, LLC

Thomas Stephen is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Glenwood Investment Group, LLC since 2018 and previously held roles at Valmark Advisers, Inc. and Valmark Securities, Inc. He is based in Manchester, NH. Glenwood Investment Group provides personalized financial planning and investment management services to individuals, trusts, small businesses, estates, and a charitable organization. The firm uses a strategic asset allocation with a core-and-satellite approach, combining actively managed funds, index funds, and ETFs, and offers continuous portfolio supervision along with financial and non-securities advice.

General retirement planning Cash flow / budgeting Income planning
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Michael C

Series 65

Manchester, NH

American Wealth Protection Financial, LLC

Michael Conlon is a financial advisor at American Wealth Protection Financial, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Markowski Investments, Hillsborough County Attorney Office, Winthrop Bentley Capital LLC, and Advisorassist LLC. In addition to his advisory role, he is a licensed attorney and provides legal services through AWP LEGAL LLC. American Wealth Protection Financial, PLLC offers investment management, financial planning, and consulting services to individuals, trusts, nonprofits, corporations, and other advisers. The firm manages approximately $70 million and employs a long-term, tailored approach to portfolio construction, utilizing fundamental, technical, and quantitative analysis.

Wealth management Passive / index investing Retirement income strategy Annuities Attorney
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Monique P

Series 65

Manchester, NH

GELINAS & COMPANY, CPA, PLLC

Monique Pratte is a financial advisor at Gelinas & Company, CPA, PLLC with 11 years of industry experience. She holds a Series 65 designation and has been with Gelinas & Company since 2006. The firm is a CPA practice that also offers investment advisory services, including model portfolio management and financial consulting, primarily through model portfolios or referrals to a third-party investment adviser. Gelinas & Company provides advisory services alongside its accounting practice, with an emphasis on referral and consulting engagements rather than direct asset management.

Income planning
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Michael P

CFP®, Series 66

Manchester, NH

Arcadia Wealth Management, LLC

Michael Panico is a CFP®-certified financial advisor with 23 years of industry experience. He has worked at Arcadia Wealth Management, LLC since 2014 and previously spent 10 years with Gwn Securities Inc. In addition to his advisory role, Panico is involved in insurance sales through Arcadia Financial Group and oversees operations at Arcadia Tax, a tax preparation and planning service. Arcadia Wealth Management, LLC serves individuals, high-net-worth clients, and pension and profit-sharing plans, providing portfolio management, third-party adviser selection, pension consulting, and financial planning. The firm employs a team approach and uses a combination of fundamental, technical, and quantitative analysis across multiple investment strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Gregory G

ChFC®, Series 63, Series 65

Candia, NH

Affinity Investment Group, LLC

Gregory Gagne is a financial advisor with Affinity Investment Group, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Affinity since 1998. Outside of his advisory role, he works as an independent insurance agent, dedicating a portion of his time to this activity. Affinity Investment Group serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities with financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $515 million in client assets using a core-and-satellite asset allocation strategy focused on mutual funds and ETFs, with portfolio supervision tailored to client objectives and tax considerations.

ESG / Sustainable investing
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Justin E

Series 66

Manchester, NH

Eldridge Investment Advisors Inc.

Justin Eldridge is a financial advisor at Eldridge Investment Advisors Inc. in Manchester, NH, with nine years of industry experience. He holds the Series 66 designation and has worked at LPL Financial and Stephen Eldridge & Company. Eldridge Investment Advisors provides personalized investment advisory and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a range of investment strategies aligned with client objectives and risk tolerances and offers both discretionary and non-discretionary account management.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Craig G

Series 63, Series 65

Manchester, NH

Eldridge Investment Advisors Inc.

Craig Garner is a financial advisor with Eldridge Investment Advisors Inc. in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Eldridge Investment Advisors and LPL Financial since 2010 and has been involved with Stephen Eldridge & Company, Inc. since 1990. Outside of his advisory role, he performs and arranges music for a brass quintet and has written training material for the American Retirement Association. Eldridge Investment Advisors, Inc. provides discretionary and non-discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm customizes portfolios based on clients’ goals, time horizons, and risk tolerances, employing various analysis methods and offering retirement plan services including ERISA 3(38) fiduciary arrangements.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Luke T

CFP®, Series 66, Series 63

Bedford, NH

Brophy Wealth Management, LLC

Luke Trotochaud is an Associate Wealth Manager at Brophy Wealth Management, LLC in Bedford, NH, holding the CFP® designation along with Series 66 and Series 63 licenses. He has 11 years of industry experience, having worked at firms including FIDELITY Brokerage Services LLC, Merrill, Bank of America, and APW Capital prior to joining Brophy in 2018. Brophy Wealth Management provides fiduciary financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses strategic and tactical asset allocation supported by fundamental and technical analysis, tailoring portfolios to clients’ risk tolerances and time horizons while conducting quarterly management reviews.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Charitable giving & philanthropy Founder/Business Owner
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James B

CFP®, Series 66

Bedford, NH

Brophy Wealth Management, LLC

James Brophy is a Certified Financial Planner® with 10 years of industry experience. He is a co-founder of Brophy Wealth Management, LLC and has worked at Comprehensive Asset Management & Servicing, Inc. since 2015. Brophy serves as treasurer for the Reverand Gelinas Scholarship Fund in Manchester, NH. Brophy Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning, wealth analyses, and investment management. The firm manages over $512 million in discretionary assets using a combination of fundamental and technical analysis, third-party manager research, and strategic and tactical asset allocation.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Charitable giving & philanthropy Founder/Business Owner
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William S

CFP®, Series 66

Manchester, NH

Arcadia Wealth Management, LLC

William Salazar is a CFP® with six years of experience in the financial industry. He is currently an advisor at Arcadia Wealth Management, LLC, where he has worked since 2026. Prior to joining Arcadia, he held roles at Commonwealth Financial Network, Lincoln Investment, Ameriprise, Hornor Townsend & Kent LLC, and Penn Mutual Life Insurance Company. Outside of his advisory work, Salazar is the author of *The Smoke Shop's Backyard BBQ: Eat, Drink, and Party Like a Pitmaster*. Arcadia Wealth Management, LLC is a team of nine advisors serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm emphasizes documented Investment Policy Statements and employs a combination of fundamental, technical, and quantitative analysis across multiple investment strategies while offering ongoing portfolio management and financial planning services.

Annuities Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Ryan R

Series 63, Series 66

Manchester, NH

Arcadia Wealth Management, LLC

Ryan Raphael is a financial advisor at Arcadia Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Level Four Financial, Good Life Advisors, Edward Jones, and Bankers Life. Raphael is also a licensed insurance agent affiliated with various unaffiliated insurance carriers through Arcadia Financial Group LLC. Arcadia Wealth Management is a team of nine advisors managing approximately $436 million in discretionary assets, serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a range of investment strategies supported by documented client goals and risk tolerances, and it offers ongoing portfolio management, financial planning, and pension consulting services.

Annuities Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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