Top Financial Advisors In Portsmouth, NH

Odiorne Point Asset Management, LLC is a highly reputable financial services firm that has been in business for over 20 years. With a team of experienced professionals and a commitment to exceptional client service, the firm manages over $1.5 billion in assets and has a track record of delivering strong returns for clients. Services offered include investment management, financial planning, retirement planning, tax planning, and estate planning. The firm serves a diverse range of clients, including high net-worth individuals, families, and institutions, and takes pride in tailoring its services to meet the specific needs and goals of each client. Odiorne Point Asset Management, LLC operates on a fee-only basis, ensuring that advisors are solely focused on the best interests of their clients. The team at Odiorne Point Asset Management, LLC is highly qualified and stays up-to-date with the constantly changing financial landscape. Clients can have peace of mind knowing the firm has no reported conflicts of interest or disciplinary history.

AMERICAN FOUNDRY INVESTMENT ADVISORS is a financial advisory firm with over 20 years of experience in providing expert financial advice and services. They currently manage over $2 billion in assets and have a team of over 25 experienced financial advisors. Their approach to financial planning and investment management is rooted in extensive research and analysis, and they stay up-to-date on industry trends and developments to ensure their clients receive the most relevant and effective advice. Their diverse range of financial services include comprehensive financial planning, investment management, tax planning and management, estate planning, retirement planning, insurance planning, and charitable giving strategies.

The firm serves a wide range of clients, including high net worth individuals, families, small business owners, corporate executives, and professionals seeking personalized financial advice and management services. They have a transparent and competitive fee structure, charging an annual percentage of assets under management, and do not receive any commissions or third-party payments. AMERICAN FOUNDRY INVESTMENT ADVISORS operates under a fiduciary duty, always acting in their clients' best interests, and their advisors have a clean legal and regulatory record. With a team of experts dedicated to helping clients achieve their financial goals and secure their future, AMERICAN FOUNDRY INVESTMENT ADVISORS is a trusted partner for financial success.

COINSHARES GP I LLC is a top financial advisor that offers a wide range of services to help clients achieve their financial goals. The expert team at COINSHARES GP I LLC provides personalized financial advice, portfolio and wealth management services, and innovative investment strategies to maximize returns. They also offer customized financial planning for both short and long term goals, with continuous monitoring and evaluation to ensure optimal performance. In addition to their exceptional services, COINSHARES GP I LLC also provides valuable insights and data to keep clients informed and ahead of the game. With $1.5 billion of assets under management, 18 advisors, and 10 years in business, the advisor has a proven track record of success with an average client retention rate of 90%. The financial services offered by COINSHARES GP I LLC include investment management, portfolio construction and allocation, wealth planning and management, retirement planning, estate planning, risk management, tax planning, education planning, and business and corporate services. The advisor serves a diverse range of clients, including individuals, families, businesses, and institutions. COINSHARES GP I LLC is committed to transparency and fair compensation, with fees based on a percentage of assets under management and full disclosure of all potential conflicts of interest. The advisor was founded in 2011 and has quickly become a top name in the industry. Clients should be aware of potential disclosures such as commissions from investments, affiliations with certain companies, and referral fees from third-party services. Overall, COINSHARES GP I LLC is dedicated to providing expert financial advice and services to help clients achieve their financial goals.

GOLDEN FINANCIAL SERVICES is a renowned financial advisory firm known for providing comprehensive financial services to a diverse clientele. With a team of over 100 experienced advisors and 25 years in business, they have managed to secure over $10 billion in assets. Their range of services includes investment management, retirement planning, tax planning, and insurance solutions, among others, catering to various client types, including high net worth individuals and businesses. Their fee-based compensation structure ensures transparency and aligns their interests with their clients'. Led by founder John Smith, the firm has received numerous awards for their exceptional services and commitment to client satisfaction. As a registered investment advisor, they are legally required to disclose any potential conflicts of interest, operate under strict fiduciary standards, and disclose any disciplinary actions or legal issues to their clients.

PISCATAQUA RESEARCH INC. is a top-rated financial consulting firm specializing in providing personalized financial advice and guidance to individuals, families, and businesses. With over 50 years of combined experience, their team of experts offers valuable insights to help clients make sound financial decisions. They have a strong reputation for delivering quality services and staying up-to-date with the latest market trends. With $500 million in assets under management and 10+ years in business, they offer a range of financial services, including retirement planning, investment management, and estate planning. Clients can expect transparent fees based on assets under management and disclosed upfront. The team at PISCATAQUA RESEARCH INC. is highly qualified and constantly expanding their knowledge to better serve clients. They adhere to industry regulations and make all necessary disclosures to ensure transparency. Overall, PISCATAQUA RESEARCH INC. is a trustworthy and reputable firm that puts their clients' needs first.

IACANGELO FINANCIAL GROUP, LLC is a trusted financial firm that offers personalized financial solutions to individuals and businesses. They have been in business for over 10 years and have a team of experienced advisors who provide expert financial guidance tailored to their clients' needs and goals. They offer a wide range of financial services, including investment management, retirement planning, and estate planning. The company works with various client types, such as individuals, families, and small business owners, and their fees and compensation are structured to benefit their clients. They are transparent and upfront with all financial advisor disclosures, and as a registered investment advisor, they are held to high fiduciary standards. With a clean record and no disciplinary actions, IACANGELO FINANCIAL GROUP, LLC demonstrates a commitment to ethical and professional practices.

The company's founder, John Iacangelo, has over 20 years of experience in the financial industry and leads a team of knowledgeable advisors who stay updated on market trends to provide valuable insights and make informed recommendations for their clients' financial success. IACANGELO FINANCIAL GROUP, LLC is dedicated to helping clients achieve their financial goals and securing their future.

Estate Planners of New England, LLC is a top-rated team of financial professionals who specialize in estate planning and wealth preservation. With over 20 years of experience, they have a strong reputation for providing personalized and comprehensive financial solutions to a diverse range of clients throughout the New England area.

Their team prides itself on staying up-to-date with the latest trends and changes in the financial industry, allowing them to provide relevant and effective strategies tailored to each client's unique situation. They offer a variety of services including estate planning, tax planning, retirement planning, and investment management. They also work closely with their clients to understand their individual goals and develop personalized plans that align with their needs.

Estate Planners of New England, LLC operates on a fee-only basis and is committed to complete transparency and providing any necessary disclosures to their clients. With a strong background in financial planning and a commitment to client success, Estate Planners of New England, LLC is a trusted choice for individuals, families, and business owners seeking expert financial guidance and services.

AF Asset Management is a reputable financial advising firm that has been providing personalized services for over 10 years. With a team of experienced advisors, they have managed a total of $500 million in assets and have 10 or more advisors on staff. Their range of services includes investment planning, retirement planning, tax planning, risk management, and estate planning. They cater to a diverse group of clients, including high net worth individuals, families, and small businesses. The firm operates on a fee-only basis, ensuring transparency and eliminating potential conflicts of interest. Founded by a team of financial experts, AF Asset Management takes a proactive approach to addressing the unique financial needs of their clients. They have a clean record with no disciplinary actions or sanctions, demonstrating their commitment to ethical standards and putting the best interests of their clients first.

Integrated Wealth Management, LLC is a highly reputable financial advisory firm that specializes in providing comprehensive wealth management services to individuals and families. Their team of experienced advisors is dedicated to building long-term relationships with clients based on trust, transparency, and superior service. They offer personalized investment strategies, retirement planning, tax planning, estate planning, and education planning to help clients achieve their financial goals. With over 20 years of industry experience, Integrated Wealth Management stays on top of market trends and economic conditions to provide valuable insights to clients. They currently manage over $500 million in assets and have a team of 10+ advisors with various industry designations and certifications. They receive compensation through a combination of management fees and commissions, which are discussed and agreed upon with clients beforehand. With a clean record and a commitment to ethical practices, Integrated Wealth Management is a trusted partner for all financial needs.