Top business exit / sale strategy financial advisors in New Hampshire

Gregory Norris is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments, Barrell Investment Group, and Ameriprise Financial Services before joining Apex Investment Group in 2025. He is also a licensed insurance agent. Apex Investment Group is an SEC-registered wealth management firm serving individuals, trusts, retirement plans, corporations, and charities. The firm manages customized, long-term portfolios using diversified mutual funds, ETFs, and selective individual securities, with an emphasis on fundamental and technical analysis.

Asena Landry is a financial advisor with LPL Financial in Tilton, NH, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Prior to joining LPL Financial, she worked at Fidelity Investments and Camden National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advice delivery through a broad network of investment adviser representatives.

Robert Caron is a financial advisor with MAI Capital Management, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with MAI Capital Management since 2016. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a broad client base that includes high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and serves in both product-sponsor and advisory roles, managing assets totaling $72.3 billion as of May 2026.

Kevin Smith is a CFP® with four years of industry experience, currently serving at Mass Mutual Investors Services. He previously worked at Commonwealth Financial Network for six years and has experience at MassMutual Life Insurance Company. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and also provides programs such as wrap accounts and educational seminars.

Lisa Dugan is a CFP® with 28 years of experience in the financial industry. She has been with Secure Planning, LLC since 1998. In addition to her advisory role, she is also licensed as an insurance agent, providing insurance planning as part of the firm's comprehensive financial services. Secure Planning, LLC serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm manages discretionary and non-discretionary portfolios using Modern Portfolio Theory and an efficient market approach, offering financial planning, consulting, and access to third-party asset allocation programs.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Kristin Manna is a financial advisor at Guardian Life with one year of industry experience. She holds a Series 66 designation and has worked previously at Consolidated Planning Holdings, Inc. and Charleston County School District. Outside of her advisory role, she is an author and publisher of books including The Basketball Coach's Notebook and works as a math tutor for high school students. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Geoffrey Tomes is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 26 years of industry experience. He has worked at Noyes Advisors LLC for 11 years and David A Noyes & Company for 26 years. His other business activities include involvement in fixed life and health insurance and fixed annuities. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services employing various analytical approaches and maintains distinctive features such as negotiated performance-based fees for large institutional clients and affiliations with specialized asset management firms.

Amanda Quicke is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding a Series 66 designation and 18 years of industry experience. She has worked within Wells Fargo entities since 2016. Outside of her advisory role, she has ownership interests in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, offering both brokerage and advisory programs.

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.