Top financial advisors in Lebanon, 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 Lebanon, NH, and want to keep more of your investment income, you might be considering how to manage your portfolio without worrying about state income tax. A common mistake is focusing only on federal taxes and overlooking how local property taxes or other costs can affect your overall financial picture.
- State tax nuances. Ask how they factor New Hampshire's lack of income tax but higher property taxes into your planning.
- Income source planning. Confirm they understand how dividends and interest are treated locally, since New Hampshire phased out its Interest and Dividends Tax.
- Long-term cost outlook. See if they consider property tax trends and other local expenses that impact your net returns.
- Coordination with other advisors. Check how they work with your tax preparer or estate planner to align strategies across state and federal rules.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Tyler T
Series 66
Lebanon, NH
Fidelity
Tyler Trout in Lebanon, NH, is equipped to address local tax nuances with Fidelity's systematic investment approach, which integrates fundamental and quantitative analysis. His experience at major firms and Series 66 designation complement Fidelity's use of model portfolios combining mutual funds, ETFs, and ETPs, offering a structured strategy distinct from smaller or boutique advisors in the area.
Experience: 4 years
Avg account: $234,793
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Wyktor C
Series 66
Lebanon, NH
Edward Jones
Wyktor Cavalcante, based in Lebanon, NH, offers wealth management and tax-loss harvesting services, which are crucial for navigating New Hampshire's unique tax landscape. Affiliated with Edward Jones, a large firm serving over four million clients, he provides access to diverse investment strategies and a broad support network, differentiating him from smaller local advisors despite his relatively recent entry into the industry.
Experience: 2 years
Avg account: $246,728
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John H
CFP®, Series 63, Series 65
Lebanon, NH
The Wealth Conservatory
John Hutchins, a CFP® with 31 years of experience in Lebanon, NH, offers expertise in tax-loss harvesting and general retirement planning, which is crucial for managing investments considering New Hampshire's unique tax landscape. His firm, The Wealth Conservatory, serves high-net-worth clients with a flat-fee and fee-only model emphasizing passive, academic investment strategies and systematic rebalancing, distinguishing him from advisors with different fee structures or investment approaches.
Experience: 31 years
Avg account: $1,129,524
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Gary P
Series 63, Series 65
Lebanon, NH
Cetera
Gary Packnick's 35 years of experience and expertise in wealth management and tax-loss harvesting make him well-suited to address the unique tax considerations in Lebanon, NH, including the state's lack of income tax and higher property taxes. Operating within Cetera, a large firm offering diverse portfolio management and fiduciary solutions, he provides flat-fee and hourly consulting options, catering to high earners and those approaching retirement.
Experience: 36 years
Avg account: $306,089
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David D
Series 65
Lebanon, NH
Dattilio & Ash Capital Management, LLC
David Dattilio in Lebanon, NH, offers expertise in retirement planning and wealth management with a focus on long-term strategic asset allocation using low-cost, passive ETFs and mutual funds. His firm serves high-net-worth clients with flat-fee options and integrates detailed cash-flow modeling, distinguishing him through a combination of independent advice and collaboration with a CPA firm for comprehensive financial planning.
Experience: 8 years
Avg account: $591,817
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