Financial Advisors in Concord, New Hampshire (Merrimack County)

Ron Valpey, AIF, CFP

The Ivy League Advisory Group is a fiduciary investment advisory firm serving professionals at every stage of life with Tax Minimization, Social Security Optimization, and Wealth and Income Planning. The firm has created a process for financial planning that teaches you how to protect, grow and potentially keep more of your money.... See More

Investment Advice and Management for individual Stocks and Mutual Funds.

We are dedicated to helping individuals, families, and businesses in their endeavor to build wealth, preserve assets, and pass on the results of their efforts in a tax-efficient, cost effective, and productive manner.

We help you create your Plan based on your goals and values. How does this help you?
*This helps you understand if you are on track for your goals of retiring with enough funds to support your lifestyle, or if you have enough saved for your child's college education or even shorter term goals like building an adequate emergency fund?
*Having a plan can make you feel more secure that you are on track to the financial future that you dream of.
We help you create a balanced portfolio with both targeted risk management and active portfolio management.
*By creating a customized portfolio just for you which we are actively managing through changing markets we help you feel less fearful about market conditions and reaching your goals.
We spend the time with you to get to know you and ask questions to get a clear understanding of your goals and values.
*We want to build a long term relationship with you so getting to know you and what is important to you and your family is the best way we know to do this. This long term relationship builds the trust that allows you to worry less about your assets after all, that is what we do for you every day!
If this sounds like what you have been looking for or even if you just want to explore more about who we are and what we can do for you, call or email us today to set up your free consultation.... See More

Here, at Applied Capital Management, we are comprehensive planners. We are versed in estate planning and tax preparation (although we don’t offer this to clients, we can help you find a competent attorney and CPA should you need one). Our focus is on – cash flow/budgeting, retirement planning, college savings (if applicable), risk management (including health and life insurances), and investment management.... See More

Thomas Chadwick, BS, CFP, ChFC, EA, MSFS

Dorothy Cole, CFP, EdM, MBA
We have been providing a full range of fee-only financial planning services since 1991. These include preparing comprehensive financial plans, providing on-going asset management and doing various special projects on either a one-time or ongoing basis. Past special projects have included specialized services to small and mid-size businesses. We offer an initial free consultation to appropriate prospective clients. This is typically done by phone or at the client's home or office. We have found that it is generally better for everyone involved if we go to where clients normally keep their financial records. The fees clients pay us are considered investments. We will not recommend our services unless we are first convinced that our services will be helpful and that we will be able to show the person how to get more money back in his/her pocket than what s/he has paid us. Our fees are based upon complexity and amount of assets. Consequently, they vary from client to client. However, on average they range from about 1/10th to 1/2 of 1% of a client's total assets -- depending upon what services are provided. We do not tell our clients what to do. Instead, we provide education so that each may make informed choices now and in the future. We do everything possible to help clients implement their decisions, but we take no custody of and have no discretionary authority over our clients' assets.... See More

It starts with a casual conversation with an experienced compassionate professional.

Perhaps knowing if you are on track for your ideal retirement is important to you. It might be protecting your family should the unexpected happen or simply wanting a better understanding of your finances. Perhaps you need help with just one issue such as rolling-over a retirement plan, acquiring adequate life insurance or saving for retirement. For "Baby Boomer's" it might be ensuring they have enough income in their retirement years.
"You need help from someone, so why not let us help you? You'll be glad that you did."

We are independent, objective and flexible.

No one is too big or too small to help. If you are looking for trusted, objective, Fee-Only advice - you've found it. If you finally want your own financial plan in place, we offer an easy to understand and an affordable planning fee . Or, if you just want a second opinion or a quick checkup, we can work on an hourly basis . We also offer prudent investment and insurance services as robust as the big companies, but with hometown atmosphere.

"Our mission is to guide you with Christian principles and serve you with authenticity, compassion and respect."... See More

Susan John, AIF, CFP
For over twenty years, Financial Focus, Inc. has been providing financial planning services to individuals and families. The advice that we provide is unique to each client's circumstances and objectives. There are many factors that influence personal finances. Our financial planning process looks at all of these factors to provide you with specific, personalized guidance.
Our process is designed to show you where you are now, and to provide you with a road map that will help you to meet your objectives. We will help you to understand the pros and cons of various courses of action in order that you can make informed decisions about your financial future.
Investment Management and Mutual fund Advice. We employ an asset allocation approach that is tailored to individual goals, income needs, tax situation, time horizon and risk tolerance. Portfolio management services are provided as part of the financial planning process and not available on a stand alone basis. We employ mutual funds, exchange traded funds, municipal bond and individual securities in various strategies designed to meet your goals. In addition, we have extensive knowledge of professional asset managers and utilize a “separate account” approach where appropriate. A custom investment policy statement is written to ensure that expectations are understood.... See More

Jared Hoole, CFP, MST
Turn your visions into reality. Reaching your goals in life is considerably easier if you're an accomplished investor. But like most people, chances are you're not a financial wizard. Simply understanding the language can often be confusing and complicated, not to mention creating a comprehensive financial plan. That's where we can help -- whether you aspire to purchase your first home, fund your child's education, retire early, or embark on a European vacation. It can happen. Because at Lakeside Financial Planning we turn your visions into reality. How? We provide unbiased, objective financial planning and investment advice on a fee-only basis. That means our advisors do not receive commissions or referral fees for any recommendations they make. Our advice is provided solely with your best interests in mind. Before making any recommendations, we consider your individual circumstances, goals and values to design a financial strategy that works in harmony with you and your future. Our advisors believe that financial planning is an on-going process, founded first on honesty and trust. Working together, we can give you power over your financial future. Which means you don't have to be a financial expert, you just need one on your side. ... See More

Susan Veligor, BA, CFP
Cornerstone Financial Planning LLC provides personalized confidential financial planning and investment management services to individuals, trusts, estates, charitable organizations and small businesses. Financial planning advice includes: determination of financial objectives, identification of financial problems, cash flow management, tax planning, insurance review, investments, retirement planning and estate planning.... See More

Bradley Clark, CFP, MBA
*** ONE FIXED FLAT FEE - REGARDLESS OF YOUR PORTFOLIO SIZE ***
We offer a combined investment management and financial planning service, for a fixed flat fee. We believe that managing a larger portfolio isn't more work than managing a smaller one, so it isn't fair to charge more to do it.
We specialize in serving pre-retirement couples north of Boston with $1 to $5 million investable assets (the total value of all retirement accounts plus regular taxable accounts).
We believe in evidence-based investing, and are one of a small number of firms in the country who are approved to offer funds from Dimensional Fund Advisors (DFA).
Visit our website today and check out our FREE guides.
... See More

The Wealth Conservatory helps individuals and families develop and implement comprehensive financial plans designed to protect and enhance their wealth and the standard of living it supports, thus enabling them to confidently and efficiently move towards their financial objectives.

We use a multi-advisor team approach to indentify our clients best alternatives. We are a fee-only financial planning and wealth management firm. This means their are not commissions, sales promotions or hidden fees to cloud our advice.

One of our NAPFA-Registered Financial Advisors is assigned to each client to identify their goals, address their concerns, explain their alternatives and help them implement their decisions.

Clients experience our success when they first start to feel the freedom that a lifetime of prudent financial planning and guidance provides.... See More

World Market Advisors provides ethical, affordable, and innovative Wealth Management strategies to help you meet your needs, hopes, and aspirations. With over 35 years of experience, we are independent, employee-owned, and laser-focused on our clients' needs.... See More