Top passive / index investing financial advisors working with high-net-worth individuals in Nashua, 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 have a high net worth and prefer a hands-off approach to investing, these advisors can help you focus on passive or index investing strategies. The main risk is working with someone who treats passive investing like a one-size-fits-all solution, ignoring your unique financial goals and tax situation.
- Tax efficiency in New Hampshire. Confirm how they leverage the state's lack of income tax to optimize your investment returns.
- Portfolio simplicity. Ask how they maintain low-cost, diversified index funds while aligning with your risk tolerance.
- Long-term discipline. Look for advisors who emphasize staying the course through market ups and downs, avoiding frequent trading.
- High-net-worth experience. Ensure they understand the complexities of managing larger portfolios without unnecessary fees or turnover.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kelsey B
CFP®, Series 65
Westford, MA
Perennial Advisors Group, LLC
Kelsey Brennan specializes in passive and index investing strategies tailored for high-net-worth clients, leveraging her CFP® certification and eight years of experience to manage portfolios with a long-term, asset-class-based approach. Located near Nashua, NH, she offers flat-fee financial planning and discretionary investment management through Perennial Advisors Group, emphasizing diversified mutual funds and ETFs alongside personalized client contact.
Experience: 9 years
Avg account: $2,075,018
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Hugh M
Series 63, Series 65
New York, NY
Arax Advisory Partners
Hugh Maginnis Jr. offers expertise in passive and index investing tailored for high-net-worth clients, supported by 28 years of experience and a firm managing $7.28 billion in assets. His approach combines fundamental, technical, and quantitative analysis, with flexible fee structures including flat fees for planning, distinguishing him from others by integrating diverse investment strategies and serving a broad client base from individuals to institutions.
Experience: 28 years
Avg account: $1,602,916
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Alicia D
Series 65
Nashua, NH
Nashua Capital Management LLC
Alicia Donahue specializes in passive and index investing strategies tailored for high-net-worth individuals in Nashua, NH, leveraging 13 years of experience and a Series 65 designation. As the sole advisor at an independent firm, she emphasizes a long-term approach with diversified portfolios including dividend-paying growth stocks, ETFs, and fixed income, charging a 1.00% annual fee, which may appeal to clients seeking personalized management with moderate fees.
Experience: 14 years
Avg account: $1,665,677
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Nicholas S
Series 63, Series 65, Series 66
Windham, NH
Catalyst Investment Management LLC
Nicholas Shea specializes in passive and index investing strategies tailored for high-net-worth clients, leveraging 34 years of experience and a long-term, fiduciary investment approach with low-cost mutual funds and ETFs. Based in Windham, NH, he offers a wrap fee program consolidating costs and provides additional expertise in real estate and healthcare insurance, distinguishing him from advisors focused solely on investment management.
Experience: 35 years
Avg account: $2,163,500
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Derek D
Series 63, Series 66
Bedford, NH
Apex Wealth Management, LLC
Derek Deangelis specializes in passive and index investing strategies tailored for high-net-worth individuals near Nashua, NH, leveraging 19 years of experience and a long-term investment approach. His firm, Apex Wealth Management, offers flat-fee financial planning and discretionary portfolio management, emphasizing fundamental analysis and personalized portfolios, distinguishing him from advisors with more generic or commission-based models.
Experience: 20 years
Avg account: $1,675,974
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