A state defined by its abundant expanses of wilderness and quaint towns, New Hampshire is the home to White Mountain National Forest that accommodates some winter sports. It has excellent attractions, including Mt. Washington and others. There are plenty of people, perhaps a lot like yourself, who have experienced success and call the state home. To ensure you don’t squander your wealth, you need a top financial advisor to lead you to the right path of financial success.
Here are our top five choices for financial advisory firms in New Hampshire.
Eldridge Investment Advisors
Our top pick is Eldridge Investment Advisors in Manchester, NH, with more than $407 million in assets under its management and works with individuals and families, trusts, retirement plan sponsors, closely held businesses, corporations, and non-profit organizations.
They provide enough flexibility in building investment strategies that not only meet your specific needs but also fit your personal preferences. They mainly focus on delivering exceptional retirement plan services, but also offer financial planning and investment management services that are driven by independent research and trust. By working with them, you have the chance to take advantage of their research and investor tools which can help you stay on top of your portfolio.
Eldridge Investment Advisors is a fee-based firm that has a $25,000 minimum account requirement to work with them.
You can expect the following working with Eldridge Investment Advisors:
- In-house investment managers who create fully customized portfolios that will meet your specific needs
- A staff well-qualified to work with business owners
- Excellent customer service and a friendly staff
Financial Focus, Inc
Financial Focus, Inc. is headquartered in Wolfeboro, NH and provides financial planning and asset management services to medical professionals, business owners, executive & directors, young professionals, and pre or post-retirees.
They provide customized advice to match each client’s circumstances and goals. Before providing you with a road map geared towards achieving all your objectives, the advisors first concentrate on looking at factors that may influence your personal financial situation. After analyzing the factors, then they will outline the pros and cons of various options that you can look into while on your financial path.
Financial Focus, Inc is a fee-only firm that has at least a $2.5 million minimum account requirement to work with them.
You can expect the following working with Financial Focus:
- A firm that solves complex financial issues that mostly affect high-net-worth individuals
- A team of advisors with a vast amount of experience
- Useful educational resources that keep their clients well-informed
Northeast Planning Associates, Inc
Northeast Planning Associates, Inc., located in Bedford, has more than $210 million in assets under its management. They work with individuals, families, and businesses by providing them with services that include investment advice, financial planning, and insurance strategies.
They don’t just care about the numbers when it comes to life planning but concentrate more on providing unbiased guidance that will solve your financial problems. They utilize a long-term, comprehensive financial plan to offer risk-adjusted returns.
Northeast Planning Associates, Inc is a fee-based firm that has no set minimum account requirement to work with them.
You can expect the following working with Northeast Planning Associates:
- A team of advisors who can handle virtually any financial situation
- A firm that offers access to a variety of investment options and advises you accordingly before choosing an option
- Additional planning services for groups such as divorcees and widows
Granite Bay Wealth Management
Founded in 2015, Granite Bay Wealth Management has nearly $160 million in assets under its management. It has an office in Portsmouth, NH and offers services that revolve around estate planning, education funding, wealth management, and retirement planning. They also offer consulting services regarding retirement plans.
They work with individuals, trusts, and ERISA plans and sponsors by making complex financial situations understandable. This is possible through conversations with their clients that touch on their lives, concerns, and dreams. Using information gained through communication with you, their advisors will provide you with excellent fiscal solutions.
Granite Bay Wealth Management is a fee-only firm that has a $250,000 minimum account requirement to work with them.
You can expect the following working with Granite Bay Wealth Management:
- Regular follow-ups on your plan until all your needs and goals are met
- A firm focused on giving back to the community
- A well-qualified and committed team of advisors
With about $148 million in assets under its management, NewDay Solutions has an office in Hampton, NH and serves individuals, families, business owners, and executives. It’s a firm that will work with you now and that will work with your family after you’re gone.
Their onboarding process entails several initial meetings until they are confident in knowing you well enough to bring up a financial plan that meets your needs and goals.
NewDay Solutions is a fee-only firm that has no set minimum account requirement to work with them.
You can expect the following working with NewDay Solutions
- A firm that gives back to its local community through specific organizations such as Kites Against Cancer
- A team that advises you and the generation beyond you
- Concierge-level attentive personal service to their clients
New Hampshire is a great place to live, and you shouldn’t worry about finding a great financial advisor if you’re living in the state. We’re certain that after taking some time to review each firm, you’ll find an excellent choice for you and your family’s needs. Remember that there’s no wrong answer and that no matter which option you choose, we hope you find financial security for a lifetime.