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Find Retirement Advisors for Retirement Planning in Nashua, New Hampshire

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Nashua, New Hampshire

Last Updated - February 7, 2025

Nashua has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Nashua, New Hampshire have an average of 22 years of experience.

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List of Qualified Retirement Planning Advisors in Nashua, New Hampshire

advisor
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PEAK 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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

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, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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advisor
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Brian Davies
MBA, CFA®
Shepherd Financial Partners

Qualifications
CRD# 6957563
Firm CRD# 169093
Series 7, 63

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, 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

Fee-Only, Based on Assets

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advisor
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Savant Wealth Management
Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 3 Retirement Planning firms in Nashua, New Hampshire (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
20 Trafalgar Square, Suite 432
Nashua, NH, 3063
$161,467,535193
A Percentage of AUM, Fixed Fees
2
20 Trafalgar Square, Ste. 304
Nashua, NH, 3063
$106,586,2154283
A Percentage of AUM, Hourly charges, Fixed Fees, Other (CONSULTING FEES)
3
20 Trafalgar Sq, Suite 404
Nashua, NH, 3063
$93,582,4593493
A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in Nashua, New Hampshire

QualificationsFirm CRD# 170692

Assets Under Management $161,467,535

No. Of Clients19

Clients Per Financial Advisor6

PHOENIX INTERNATIONAL INVESTMENTS LLC is a financial advisory firm situated in Nashua, New Hampshire. With a nearly $161M assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 clients. The team consists of 3 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 pooled Investment
  • Selection of Other Advisors
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QualificationsFirm CRD# 165535

Assets Under Management $106,586,215

No. Of Clients428

Clients Per Financial Advisor143

WILLIAMS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Nashua, New Hampshire. With a nearly $107M assets under management, the firm specializes in crafting personalized retirement planning solutions for 428 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Other (CONSULTING FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
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QualificationsFirm CRD# 281036

Assets Under Management $93,582,459

No. Of Clients349

Clients Per Financial Advisor116

PEAK WEALTH MANAGEMENT LLC is a financial advisory firm situated in Nashua, New Hampshire. With a nearly $94M assets under management, the firm specializes in crafting personalized retirement planning solutions for 349 clients. The team consists of 3 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
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

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