Explore Financial Advisors Serving Portsmouth, NH

Granite Bay Wealth Management provides comprehensive wealth management services including financial planning, investment management, and estate planning. As fiduciaries, we create personalized strategies for high-net-worth families while maintaining offices in Portsmouth, NH. Our certified professionals combine technical analysis with holistic financial guidance.

Patriot Advisory Group is a strategic wealth management firm specializing in personalized financial planning, retirement income strategies, and estate solutions. We prioritize client goals through a holistic, fee-based fiduciary approach. Our expertise in complex financial scenarios ensures tailored investment strategies aligned with individual values.

Lake Street Advisors is an independent multi-family office providing comprehensive wealth management services to ultra-high-net-worth families since 2003. Specializing in financial architecture and fiduciary advisory, we integrate investment management, estate planning, and tax optimization services to address complex wealth challenges. Our client-centric approach maintains a 2:1 client-to-employee ratio to ensure personalized attention and proactive financial stewardship.

Relayer Benefits Group provides retirement planning services focused on principal protection and lifetime income strategies. With 17+ years of experience, we offer educational seminars, personalized consultations, and insurance-based solutions to help retirees navigate market volatility and create sustainable income streams.

Veris Wealth Partners is a sustainable investment advisory firm that helps clients align financial assets with their values and vision for the future. Since 2007, we have provided customized wealth management solutions, combining financial expertise with impact investing strategies across public and private markets. Our mission-driven approach serves individuals, families, foundations, and endowments seeking to create positive social and environmental impact through their investments.

Robinson Smith Wealth Advisors provides fee-only financial planning and investment management services to clients across the United States. Based in Portland, Maine and Portsmouth, New Hampshire, we offer personalized financial life plans through a team of CERTIFIED FINANCIAL PLANNER professionals. Our fiduciary approach emphasizes retirement planning, wealth management, and guidance through life transitions while maintaining over $400 million in managed assets.

Mardin Capital Group is a financial advisory firm specializing in personalized wealth management, retirement planning, and tax-efficient strategies. Founded in 2002, we prioritize fiduciary responsibility and long-term client relationships, using tailored approaches like the Bucket Distribution Strategy to help clients achieve financial stability. Our services encompass investment management, estate planning, and risk assessment, delivered through a collaborative, client-first philosophy.

Whole Wealth Management is an independent financial advisory firm providing comprehensive financial planning and investment management services. We help clients organize, simplify, and optimize their finances to achieve long-term well-being. Our fiduciary approach focuses on personalized solutions aligned with individual values and life goals.