Financial Advisors in Holderness, New Hampshire (Grafton County)

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

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

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

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

The Hanover Group of UBS Financial Services provides comprehensive financial planning and portfolio analysis. We are a fee based practice with over 35 years of financial experience

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

Ron Valpey, AIF, CFP

Cynthia Taradash, BS, CFP, ChFC, MBA
CVT Financial Planning provides comprehensive financial planning to individuals and small businesses, specializing in the needs of middle-income individuals and couples. Our clients are looking for specific advice, financial eduation and guidance to assist them in achieving both their long-term and short-term goals.... See More

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.

Investment Advice and Management for individual Stocks and Mutual Funds.

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

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

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