Browse all Seasoned advisors in New Hampshire

Every advisor below is licensed to work with clients in New Hampshire. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

Find New Hampshire advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty
Advisors
Founder/Business Owner
1,057
Tax-loss harvesting
640
Executive
603
Retired
602
Wealth management
584
Retirement income strategy
400
Retirement plans for business owners (SEP, solo 401k)
386
Active portfolio management
375
General retirement planning
275
Income planning
221
ESG / Sustainable investing
219
Approaching retirement
217
College savings (529s, UTMA, etc.)
211
Charitable giving & philanthropy
209
Private / alternative investments
196
Annuities
194
Cash flow / budgeting
177
Options & derivatives strategies
168
Passive / index investing
168
General estate planning guidance
155
Business exit / sale strategy
154
Social Security optimization
132
Concentrated stock management
128
Self-Employed
115
HENRY (High Earners, Not Rich Yet)
114
Mid-Career Professionals
109
Retirement withdrawal strategies
106
Equity compensation tax strategy
92
Business succession planning
66
Divorce financial planning
57
Multi-generational wealth transfer
54
Financial Professional
53
Real estate investing
47
General tax planning
43
Attorney
36
Established Professionals
33
Business ownership considerations
26
Women Professionals
24
Debt management
19
Long-term care insurance
16
Medicare planning
14
Liquidity event planning
13
Life insurance needs analysis
10
Equity Recipients (RS/RSU, SOP, ESPP)
9
Business sale tax planning
8
Values-based investing
8
Family Business
7
Parents
7
Educators, Teachers, and Academics
6
Stock option exercise strategy
6
Tax strategies for small businesses
6
Doctor or Medical Professional
5
Business Financial Management
4
Retired
4
Charitable giving tax strategies
3
Technology Professional
3
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