Top financial advisors in Concord, NH
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you live in Concord, NH, and are managing your finances, you might face unique tax considerations since New Hampshire has no income tax on wages or dividends. Without careful planning, you could overlook how property taxes and other local costs impact your overall financial picture. The top matches here understand how to balance tax efficiency with your broader financial goals.
- Local tax knowledge. Confirm how they incorporate New Hampshire's tax structure, including the absence of income tax but higher property taxes, into your plan.
- Income planning. Ask how they help manage income sources that might be taxed differently outside New Hampshire or in retirement.
- Asset location strategy. Discuss how they recommend placing investments to optimize tax outcomes given the state's unique tax environment.
- Long-term cost management. Inquire about their approach to balancing property taxes and other expenses with your investment and retirement plans.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Scott C
Series 63, Series 66
Concord, NH
Ameriprise
Scott Costa specializes in retirement income strategy and income planning, making him well-suited to address Concord, NH's unique tax environment, including the absence of income tax and higher property taxes. Affiliated with a large firm, he leverages a quantitative and algorithmic investment approach with a 0.15% AUM fee, providing structured portfolio management that may differ from smaller local advisors.
Experience: 4 years
Avg account: $471,167
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David W
Series 63
Concord, NH
Altus Investment Group
David Woolpert offers expertise in retirement, tax, and estate planning, which is crucial for navigating Concord, NH's unique tax environment without income tax but higher property taxes. His firm, Altus Investment Group, focuses on personalized financial planning with flat and hourly fee structures, serving a diverse client base including trusts and small businesses, distinguishing him from advisors who may rely on asset-based fees or broader investment management.
Experience: 30 years
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Darren H
Series 63, Series 66
Concord, NH
Commonwealth Financial Network
Darren Howcroft's 27 years of experience and expertise in tax-loss harvesting and retirement income strategy equip him to navigate Concord, NH's unique tax environment, including the absence of income tax and higher property taxes. Operating within Commonwealth Financial Network, a large firm offering flat-fee consulting and discretionary model portfolios, he provides seasoned guidance that balances tax efficiency with personalized investment solutions.
Experience: 28 years
Avg account: $568,323
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Valerie B
Series 63, Series 66
Concord, NH
Citizens securities, Inc.
Valerie Bouraphael's decade of experience and Series 63 and 66 licenses equip her to navigate Concord, NH's unique tax environment, including property tax considerations and income planning. Working at Citizens Securities, a large firm with diverse retail and high-net-worth clients, she offers a 0.50% AUM fee and access to digital advisory platforms and managed accounts, distinguishing her from advisors at smaller firms.
Experience: 10 years
Avg account: $208,871
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Lois P
Series 66
Concord, NH
Benjamin F. Edwards & Company, Inc.
Lois Parker's 21 years of experience and expertise in tax-loss harvesting and retirement plans for business owners make her well-equipped to address Concord, NH's unique tax environment, including the absence of income tax and higher property taxes. Working with Benjamin F. Edwards & Company, a large SEC-registered firm, she offers flat-fee financial planning and active portfolio management, providing a structured yet flexible approach compared to other local advisors.
Experience: 21 years
Avg account: $553,528
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