Top advisors in New Hampshire
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.
You might be considering a financial advisor in New Hampshire because you're navigating complex local tax rules or planning for retirement in a state with unique cost-of-living factors. Without advisors familiar with New Hampshire's financial landscape, you risk missing opportunities or misjudging your retirement income needs.
- Local tax knowledge. Confirm how they handle New Hampshire's lack of state income tax but presence of other taxes, like property and interest and dividends taxes.
- Retirement income planning. Ask how they model your income streams considering New Hampshire's cost of living and healthcare expenses.
- Experience with local firms. Advisors connected to New Hampshire firms may have deeper insights into regional investment options and community resources.
- High-net-worth considerations. If your assets are substantial, check how they address estate planning and wealth transfer within New Hampshire's legal framework.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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David G
Series 63, Series 66
Warren, NJ
Primerica Advisors
David Greenberg brings 23 years of experience and specializes in business exit strategies and tax-loss harvesting, which can be valuable for managing complex financial needs. Operating from a large firm, Primerica Advisors, he offers flat-fee and subscription-based planning options, serving both individual and high-net-worth clients, which may provide flexible and comprehensive support compared to other advisors in New Hampshire.
Experience: 23 years
Avg account: $230,599
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Gregory N
CFP®, Series 63, Series 66
Georges Mills, NH
APEX Investment Group
Gregory Norris offers extensive wealth management expertise with 24 years of experience and CFP® certification, making him well-equipped to navigate New Hampshire's unique tax and retirement planning challenges. His role at Apex Investment Group, which manages nearly $195 million with a long-term investment approach, combined with his independent status and insurance licensing, distinguishes him from other advisors by providing a comprehensive and flexible financial strategy tailored to diverse client needs.
Experience: 24 years
Avg account: $392,493
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Andrew D
Series 63, Series 65
Boston, MA
Moors & Cabot, Inc.
Andrew Donahue brings 29 years of experience managing wealth and alternative investments, which can support complex retirement income planning and estate considerations relevant to New Hampshire residents. Operating from Boston with Moors & Cabot, he offers flexible fee structures including flat fees and negotiable AUM percentages, serving both individual and high-net-worth clients, which may provide a broader range of financial planning options compared to local-only advisors.
Experience: 29 years
Avg account: $642,316
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Rachel G
Series 63, Series 65
Ronkonkoma, NY
Verity Asset Management
Rachel Gentz's experience with active portfolio management and tax-loss harvesting can help clients navigate New Hampshire's unique tax environment and retirement planning challenges. Operating from Verity Asset Management, she offers a model-driven investment approach with tactical asset allocation, serving a diverse client base including individuals and institutions, and provides flexible fee options such as flat fees and hourly rates, distinguishing her from other advisors in the region.
Experience: 6 years
Avg account: $145,771
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Asena L
Series 63, Series 66
Tilton, NH
LPL Financial
Asena Landry is equipped to assist with financial planning in New Hampshire, leveraging 11 years of experience and expertise in wealth management, retirement plans for business owners, and tax-loss harvesting. Operating through LPL Financial, a large firm offering flat-fee structures, she provides access to diverse investment solutions and in-house research, which may benefit clients seeking comprehensive support compared to smaller or commission-based advisors.
Experience: 11 years
Avg account: $399,489
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