Top financial 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.
Choosing the right financial advisor in New Hampshire means focusing on whether they handle the specific financial tasks you need, not just picking from a large list. A common mistake is hiring an advisor based on a quick recommendation and later finding out they don't address your unique financial goals.
- Match on the actual work. Understand what the advisor does day-to-day and ensure their experience aligns with your financial needs, whether it's retirement planning, investment management, or tax strategies.
- Tax planning context. New Hampshire has no tax on wages or dividends, so confirm the advisor focuses on relevant taxes like property or federal income tax.
- Fee structure clarity. Advisors may charge flat fees, hourly rates, or a percentage of assets managed; knowing this helps you find a cost approach that fits your preferences.
- Continuity and team support. Ask who else on the advisor's team would manage your account if your main contact is unavailable, especially important in smaller firms.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Gregory N
CFP®, Series 63, Series 66
Georges Mills, NH
APEX Investment Group
Gregory Norris offers expertise in wealth management and retirement plans for business owners, supported by 24 years of experience and CFP® certification, making him well-suited for financial needs in New Hampshire. His firm, Apex Investment Group, provides discretionary investment management with a focus on diversified portfolios, charging a 1.25% AUM fee, and serves a broad client base including trusts and charities, distinguishing him from advisors with narrower client focuses.
Experience: 24 years
Avg account: $392,493
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Asena L
Series 66, Series 63
Tilton, NH
LPL Financial
Asena Landry specializes in college savings plans like 529s and UTMA accounts, making her well-suited for families in New Hampshire focused on education funding. With 11 years of experience and a background at Fidelity Investments and Camden National Bank, she offers flat-fee financial planning through LPL Financial, a large firm providing extensive advisory and brokerage services.
Experience: 11 years
Avg account: $399,489
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Robert C
Series 63, Series 66
Bedford, NH
MAI Capital Management, LLC
Robert Caron brings 31 years of experience to clients in Bedford, NH, specializing in private investments, business exit strategies, and tax planning for small businesses, which suits complex financial needs in New Hampshire. His firm, MAI Capital Management, offers flat fees or retainers and serves a diverse clientele including high-net-worth individuals, providing integrated wealth management and family-office services within a large firm setting.
Experience: 32 years
Avg account: $2,176,834
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Kevin S
CFP®, Series 66
Bedford, NH
Mass Mutual Investors Services
Kevin Smith, a CFP® with four years of experience, is based in Bedford, NH, and works at Mass Mutual Investors Services, a large firm offering comprehensive financial planning and asset management. His specialties include divorce financial planning, estate guidance, and multi-generational wealth transfer, making him suitable for clients needing these services alongside cash flow and budgeting support.
Experience: 4 years
Avg account: $249,379
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Lisa D
CFP®, Series 63
Portsmouth, NH
Secure Planning, LLC
Lisa Dugan offers wealth management services in Portsmouth, NH, with 28 years of experience and CFP® certification, making her well-equipped for comprehensive financial planning in New Hampshire. Her firm, Secure Planning, LLC, uses Modern Portfolio Theory and offers flat-fee and hourly pricing, serving a diverse client base including trusts and corporations, which distinguishes her from advisors focusing solely on individual clients.
Experience: 28 years
Avg account: $353,525
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