Lebanon, NH Office
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The Wealth Conservatory
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About
The Wealth Conservatory serves individuals (including high-net-worth clients), trusts, estates, charitable organizations, corporations, and business entities with comprehensive financial planning, consulting, wealth management, and educational workshops and seminars. Clients engage the firm under written agreements and may choose one-time planning engagements or ongoing advisory memberships.
The firm functions primarily as an investment consultant rather than an analyst of individual securities, generally allocating assets to mutual funds and ETFs while employing Modern Portfolio Theory and a systematic, academic approach to asset allocation and rebalancing. It emphasizes access to institutional share classes and restricted funds, implements frequent rebalancing and opportunistic tax-loss harvesting, and manages portfolios on a discretionary basis across multiple custodians.
Operating with three advisors and roughly $138 million in discretionary AUM across about 121 clients, The Wealth Conservatory offers an Investment Steward membership that includes consolidated quarterly reporting, an online portfolio database, and automatic calculation and execution of required minimum distributions—services that are less common among peers of similar size. The firm also offers fee-only planning on a fixed or hourly basis in addition to its asset-based wealth management and does not accept authority to vote client proxies.
Based on The Wealth Conservatory
Expertise
Based on The Wealth Conservatory
Location
29 School Street
Lebanon NH 03766
Advisors at this office
2
Advisors at this office
John H
CFP®, Series 63, Series 65
Lebanon, NH
The Wealth Conservatory
John Hutchins is a CFP® with 31 years of industry experience, currently affiliated with The Wealth Conservatory in Lebanon, NH. He has been with Comprehensive Planning Associates since 1995. The Wealth Conservatory serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning, consulting, wealth management, and educational workshops. The firm uses a fee-only model with a focus on passive, academic investment strategies, systematic rebalancing, and tax-loss harvesting.
Daniel J
CFP®, Series 63, Series 65
Lebanon, NH
The Wealth Conservatory
Daniel Johnson III is a CFP® with 13 years of industry experience, currently serving at The Wealth Conservatory in Lebanon, NH. His prior roles include positions at Comprehensive Planning Associates, Inc., Refocus Financial Planning, and Parsec Financial Management Inc. Outside of his advisory work, he manages rental property finances and tenant communications. The Wealth Conservatory provides comprehensive financial planning and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a fee-only, passive investment approach focused on asset allocation, systematic rebalancing, and tax-loss harvesting.
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