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Find Retirement Advisors for Retirement Planning in New Hampshire
While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:
1. Is it the right time to retire?
2. Will I be able to lead a decent lifestyle with my current savings?
3. How much money should I withdraw from my investments so that I have enough money left in my account?
4. How to handle my 401k rollover and IRA?
A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.
Among the top retirement financial planners in New Hampshire, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.
Finding the Best Retirement Planners in New Hampshire
Last Updated - April 24, 2025New Hampshire has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 76 non-vetted advisors in your local area. These retirement advisors in New Hampshire have an average of 16 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in New Hampshire
VERIFIEDJoseph Skees
CFP®, ChFC®
Granite Bay Wealth Management, LLC
Qualifications
CRD# 2585891
Firm CRD# 35747
Series 7, 24, 66
Minimum Assets Required
$50,000
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
VERIFIEDPEAK Wealth Management LLC
CFP®, CRPC®
Qualifications
CRD# 7509696
Firm CRD# 281036
Series 65
Minimum Assets Required
$0
Advisory Services:
Financial Planning, 401K Rollovers, Wealth Management, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in New Hampshire (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 3 Pleasant Street, Suite 400 Portsmouth, NH, 03801 | $12,092,862,376 | 4 | 18 | A percentage of AUM, Performance Based |
| 2 | 273 Corporate Drive, Suite 250, Portsmouth, NH, 03801 | $10,409,452,909 | 70 | 129 | A percentage of AUM, Fixed fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
| 3 | 30 Penhallow Street, Suite 400, Portsmouth, NH, 03801 | $9,643,533,263 | 19 | 113 | A percentage of AUM |
| 4 | 67 Etna Road, Suite 500 Lebanon, NH, 03766 | $3,554,771,000 | 18 | 23 | A percentage of AUM, Fixed fees, Performance Based |
| 5 | 145 Maplewood Avenue, Suite 210 Portsmouth, NH, 03801 | $3,108,813,749 | 1858 | 45 | A percentage of AUM, Fixed fees, Other (PERCENT OF ASSETS UNDER ADVISEMENT) |
| 6 | 100 Market Street, Suite 203 Portsmouth, NH, 03801 | $2,104,334,424 | 2188 | 30 | A percentage of AUM, Performance Based |
| 7 | 331 South River Road, Bedford, NH, 03110 | $1,734,378,971 | 3608 | 22 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 3 Greenleaf Woods Drive, Suite 202 Portsmouth, NH, 03801 | $1,514,041,032 | 190 | 5 | A percentage of AUM, Fixed fees |
| 9 | 36 Maplewood Ave, Portsmouth, NH, 03801 | $1,396,569,716 | 1 | 1 | A percentage of AUM, Fixed fees |
| 10 | 1 New Hampshire Avenue, Suite 300, Portsmouth, NH, 03801-2904 | $1,270,956,000 | 487 | 5 | A percentage of AUM, Fixed fees |
| 11 | Two International Drive, Suite 325 Portsmouth, NH, 03801 | $1,109,715,192 | 4048 | 23 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 100 Market Street, Suite 201 Portsmouth, NH, 03801 | $774,040,243 | 691 | 8 | A percentage of AUM, Fixed fees |
| 13 | 23 South Main Street, Suite 3a Hanover, NH, 03755 | $738,640,908 | 9 | 18 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (FEES FOR CONSULTING SERVICES ON LAND CONSERVATION STRATEGIES) |
| 14 | 686 Chestnut St, Manchester, NH, 03104 | $735,258,297 | 946 | 8 | A percentage of AUM |
| 15 | 8 Center Street, Exeter, NH, 03833 | $682,730,409 | 4 | 16 | A percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in New Hampshire
QualificationsFirm CRD# 160066
Assets Under Management $12,092,862,376
No. Of Clients4
Clients Per Financial Advisor0
MATRIX CAPITAL MANAGEMENT COMPANY, LP is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 106455
Assets Under Management $10,409,452,909
No. Of Clients70
Clients Per Financial Advisor1
PRIME BUCHHOLZ LLC is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 70 clients. The team consists of 129 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)
Financial Planning Services
- Pesnsion consulting services
- Selection for other advisors
- Other (GENERAL INVESTMENT CONSULTING-INVESTMENT PROGRAM DESIGN,ASSET ALLOC, MGR SEARCH/EVAL, PERFORMANCE MONITORING,REPORTING&ANALYTICS)
QualificationsFirm CRD# 114335
Assets Under Management $9,643,533,263
No. Of Clients19
Clients Per Financial Advisor0
IMPAX ASSET MANAGEMENT LLC is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 clients. The team consists of 113 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 127064
Assets Under Management $3,554,771,000
No. Of Clients18
Clients Per Financial Advisor1
GLOBAL FOREST PARTNERS LP is a financial advisory firm situated in Lebanon, New Hampshire. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 288300
Assets Under Management $3,108,813,749
No. Of Clients1858
Clients Per Financial Advisor41
LAKE STREET ADVISORS is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1858 clients. The team consists of 45 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (PERCENT OF ASSETS UNDER ADVISEMENT)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (WEALTH MANAGEMENT SERVICES)
QualificationsFirm CRD# 116176
Assets Under Management $2,104,334,424
No. Of Clients2188
Clients Per Financial Advisor73
WELLESLEY ASSET MANAGEMENT, INC. is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2188 clients. The team consists of 30 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 105637
Assets Under Management $1,734,378,971
No. Of Clients3608
Clients Per Financial Advisor164
THE HARBOR GROUP, INC. is a financial advisory firm situated in Bedford, New Hampshire. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3608 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 106126
Assets Under Management $1,514,041,032
No. Of Clients190
Clients Per Financial Advisor38
DHK FINANCIAL ADVISORS INC is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 190 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 330698
Assets Under Management $1,396,569,716
No. Of Clients1
Clients Per Financial Advisor1
TIDE CYCLE RESOURCES LLC is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 106664
Assets Under Management $1,270,956,000
No. Of Clients487
Clients Per Financial Advisor97
DAVID WENDELL ASSOCIATES, INC. is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 487 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 120870
Assets Under Management $1,109,715,192
No. Of Clients4048
Clients Per Financial Advisor176
CHARTER OAK CAPITAL MANAGEMENT is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4048 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
QualificationsFirm CRD# 150138
Assets Under Management $774,040,243
No. Of Clients691
Clients Per Financial Advisor86
CMH WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $774M assets under management, the firm specializes in crafting personalized retirement planning solutions for 691 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 171953
Assets Under Management $738,640,908
No. Of Clients9
Clients Per Financial Advisor1
THE LYME TIMBER COMPANY LLC is a financial advisory firm situated in Hanover, New Hampshire. With a nearly $739M assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
- Other (FEES FOR CONSULTING SERVICES ON LAND CONSERVATION STRATEGIES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (CONSULTING SERVICES ON LAND CONSERVATION STRATEGY; ADMINISTRATIVE AND ACCOUNTING SERVICES)
QualificationsFirm CRD# 106380
Assets Under Management $735,258,297
No. Of Clients946
Clients Per Financial Advisor118
ELDRIDGE INVESTMENT ADVISORS INC is a financial advisory firm situated in Manchester, New Hampshire. With a nearly $735M assets under management, the firm specializes in crafting personalized retirement planning solutions for 946 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 160706
Assets Under Management $682,730,409
No. Of Clients4
Clients Per Financial Advisor0
CONSERVATION RESOURCE PARTNERS, LLC is a financial advisory firm situated in Exeter, New Hampshire. With a nearly $683M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Retirement Planners Near You
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