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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 can 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 - June 18, 2024

New Hampshire has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 69 non-vetted advisors in your local area. These retirement advisors in New Hampshire have an average of 16 years of experience.

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List of Qualified Retirement Planning Advisors in New Hampshire

advisor-photo
vector.svg VERIFIED

Aaron A Milne
CFP®, EA
MAERCO Financial

Qualifications
CRD# 5692927
Firm CRD# 139627
Series 6, 7, 63, 65

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Hourly, Commissions, Flat Fee, Based on Assets

advisor-photo
vector.svg VERIFIED

Joseph 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

advisor-photo

Qualifications
CRD# 7509696
Firm CRD# 281036

Minimum Assets Required
$0

Advisory Services:

Financial Planning, 401K Rollovers, Wealth Management, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Based on Assets

Top 15 Retirement Planning firms in New Hampshire (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
PRIME BUCHHOLZ LLC
273 Corporate Drive, Suite 250,
Portsmouth, NH, 3801
$8,878,539,40164124
A Percentage of AUM, Fixed Fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)
2
IMPAX ASSET MANAGEMENT LLC
30 Penhallow Street, Suite 400,
Portsmouth, NH, 3801
$7,540,692,27020104
A Percentage of AUM
3
GLOBAL FOREST PARTNERS LP
67 Etna Road, Suite 500
Lebanon, NH, 3766
$4,059,119,0005024
A Percentage of AUM, Fixed Fees, Performance Based
4
LAKE STREET ADVISORS
145 Maplewood Avenue, Suite 210
Portsmouth, NH, 3801
$2,888,383,638186243
A Percentage of AUM, Fixed Fees, Other (PERCENT OF ASSETS UNDER ADVISEMENT)
5
WELLESLEY ASSET MANAGEMENT, INC.
100 Market Street, Suite 203
Portsmouth, NH, 3801
$2,394,519,530181434
A Percentage of AUM, Performance Based
6
THE HARBOR GROUP, INC.
331 South River Road,
Bedford, NH, 3110
$1,325,621,457330718
A Percentage of AUM, Hourly charges, Fixed Fees
7
DHK FINANCIAL ADVISORS INC
3 Greenleaf Woods Drive, Suite 202
Portsmouth, NH, 3801
$1,305,687,8391777
A Percentage of AUM, Fixed Fees
8
DAVID WENDELL ASSOCIATES, INC.
1 New Hampshire Avenue, Suite 300,
Portsmouth, NH, 3801
$1,100,371,0004705
A Percentage of AUM, Fixed Fees
9
CHARTER OAK CAPITAL MANAGEMENT
Two International Drive, Suite 325
Portsmouth, NH, 3801
$983,419,357428421
A Percentage of AUM, Hourly charges, Fixed Fees
10
CONSERVATION RESOURCE PARTNERS, LLC
8 Center Street,
Exeter, NH, 3833
$833,422,766414
A Percentage of AUM, Performance Based
11
ALTERNA CAPITAL PARTNERS LLC
10 Corporate Drive, Suite 2204
Bedford, NH, 3110
$769,514,188410
A Percentage of AUM, Performance Based
12
THE LYME TIMBER COMPANY LLC
23 South Main Street, Suite 3a
Hanover, NH, 3755
$750,361,7901117
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (FEES FOR CONSULTING SERVICES ON LAND CONSERVATION STRATEGIES)
13
CARLSON INVESTMENTS
Two Capital Plaza, Suite 404
Concord, NH, 3301
$656,590,46482013
A Percentage of AUM
14
WHITEGATE INVESTMENT COUNSELORS, INC.
46 South Main Street,
Concord, NH, 3301
$618,358,1194844
A Percentage of AUM, Hourly charges, Fixed Fees
15
ELDRIDGE INVESTMENT ADVISORS INC
686 Chestnut St,
Manchester, NH, 3104
$585,238,9299108
A Percentage of AUM

Information on Top Retirement Planning firms in New Hampshire

QualificationsFirm CRD# 106455

Assets Under Management $8,878,539,401

No. Of Clients64

Clients Per Financial Advisor1

PRIME BUCHHOLZ LLC is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 64 clients. The team consists of 124 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

  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 114335

Assets Under Management $7,540,692,270

No. Of Clients20

Clients Per Financial Advisor0

IMPAX ASSET MANAGEMENT LLC is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 clients. The team consists of 104 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 127064

Assets Under Management $4,059,119,000

No. Of Clients50

Clients Per Financial Advisor2

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 50 clients. The team consists of 24 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 Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 288300

Assets Under Management $2,888,383,638

No. Of Clients1862

Clients Per Financial Advisor43

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 1862 clients. The team consists of 43 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
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 116176

Assets Under Management $2,394,519,530

No. Of Clients1814

Clients Per Financial Advisor53

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 1814 clients. The team consists of 34 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
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 105637

Assets Under Management $1,325,621,457

No. Of Clients3307

Clients Per Financial Advisor184

THE HARBOR GROUP, INC. is a financial advisory firm situated in Bedford, New Hampshire. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3307 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 106126

Assets Under Management $1,305,687,839

No. Of Clients177

Clients Per Financial Advisor25

DHK FINANCIAL ADVISORS 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 177 clients. The team consists of 7 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
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 106664

Assets Under Management $1,100,371,000

No. Of Clients470

Clients Per Financial Advisor94

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 470 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 120870

Assets Under Management $983,419,357

No. Of Clients4284

Clients Per Financial Advisor204

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 4284 clients. The team consists of 21 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 160706

Assets Under Management $833,422,766

No. Of Clients4

Clients Per Financial Advisor0

CONSERVATION RESOURCE PARTNERS, LLC is a financial advisory firm situated in Exeter, New Hampshire. With a nearly $833M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 14 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 156954

Assets Under Management $769,514,188

No. Of Clients4

Clients Per Financial Advisor0

ALTERNA CAPITAL PARTNERS LLC is a financial advisory firm situated in Bedford, New Hampshire. With a nearly $770M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 10 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
View Full Profile

QualificationsFirm CRD# 171953

Assets Under Management $750,361,790

No. Of Clients11

Clients Per Financial Advisor1

THE LYME TIMBER COMPANY LLC is a financial advisory firm situated in Hanover, New Hampshire. With a nearly $750M assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 17 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 105729

Assets Under Management $656,590,464

No. Of Clients820

Clients Per Financial Advisor63

CARLSON INVESTMENTS is a financial advisory firm situated in Concord, New Hampshire. With a nearly $657M assets under management, the firm specializes in crafting personalized retirement planning solutions for 820 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 107732

Assets Under Management $618,358,119

No. Of Clients484

Clients Per Financial Advisor121

WHITEGATE INVESTMENT COUNSELORS, INC. is a financial advisory firm situated in Concord, New Hampshire. With a nearly $618M assets under management, the firm specializes in crafting personalized retirement planning solutions for 484 clients. The team consists of 4 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

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 106380

Assets Under Management $585,238,929

No. Of Clients910

Clients Per Financial Advisor114

ELDRIDGE INVESTMENT ADVISORS INC is a financial advisory firm situated in Manchester, New Hampshire. With a nearly $585M assets under management, the firm specializes in crafting personalized retirement planning solutions for 910 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
View Full Profile

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