Connect with Top-Rated Financial Planners in Portsmouth!

Granite Bay Wealth Management is a financial planning and wealth management firm that helps individuals and high net worth families achieve their financial goals. Our team of Certified Financial Planner professionals offers comprehensive financial planning, investment management, estate and trust planning, education planning, and retirement planning services. We believe in a client-centered approach to asset management and strive to provide exceptional customer service. With over 15 years of experience, we have built a reputation for providing practical, real-world advice and staying ahead of changes in the market.

Patriot Advisory Group is a strategic wealth management firm dedicated to earning your trust and keeping it. We take a holistic approach to financial planning, understanding our clients beyond their financial goals to help them secure their life goals. Our focus is on our "why" - why we're a good fit for our clients, why they trust and partner with us. We prioritize long-term relationships over short-term success, matching our recommendations and services to individual client needs, not just what the financial trade is hyping.

Relayer Benefits Group is a financial advisory firm dedicated to empowering individuals in planning for retirement. With over 17 years of experience, our team has helped thousands of people protect their earnings and build a retirement strategy with confidence. Our focus is on helping retirees protect their principal and create a lifetime income, and we do this by providing educational resources, personalized appointments, and seminars. We believe in safety first, reasonable rates of return, and keeping things simple and manageable. Our goal is to help clients make better-informed decisions and attain their retirement goals.

R.M. Davis was founded with one overarching goal: to offer straightforward answers and uncomplicated solutions to individuals with a connection to Maine needing investment counsel and financial planning services. Today we can look back and say, "Yes, we have been, and continue to be, true to our goals and principles."

Anne Holliday, CPA & Executive Coach offers a unique approach to financial planning, specializing in executive coaching, retirement planning, legacy planning, and sustainable living. With over thirty years of experience, they provide personalized and innovative strategies to help clients achieve their financial goals. Their commitment to community and social responsibility sets them apart from traditional accountants.

Veris Wealth Partners is a financial advisory firm that applies sustainable and impact investing expertise across public and private markets to help foundations and families meet their financial and impact goals. With over 15 years of experience, Veris has been helping families and foundations align their investments with their mission and vision for the future. The firm's unique approach to wealth management enables clients to achieve both their financial goals and their impact investing objectives. With a distinguished team and a strong network of investment solutions, Veris provides objective and unbiased wealth management that balances risk and reward according to each client's specific objectives.

Mardin Capital Group is a financial services firm that provides personalized wealth management and retirement income planning solutions to professionals and families. With over 25 years of experience, we offer a unique, down-to-earth approach, combined with extensive industry knowledge and a focus on fostering long-term relationships. Our team of experienced financial professionals is dedicated to helping clients achieve their financial goals through tailored financial plans and ongoing support.

Whole Wealth Management is an independent financial services firm that helps busy, successful people organize, simplify, and take control of their finances so they can focus on what matters most. Our team of experienced financial advisors provides expert guidance to help clients achieve their financial goals, whether it's building wealth, retirement, or seeking a second opinion. We believe that money isn't the only thing, but having it work efficiently for you can lead to a more fulfilling life. Our mission is to relieve the strain of financial management, freeing our clients to focus on what matters most to them. We prioritize our clients' whole lives, not just their finances, and work with them to develop, implement, and monitor a plan that is firmly anchored in their values.

Portsmouth Wealth Management is a wealth management company that provides investment advisory services, financial planning, and estate planning. The company is led by William M. MacDonald, CPA, CFP, who has extensive experience in helping individuals and families navigate their financial futures. With offices in Portsmouth, NH, and Babcock Ranch, FL, the company offers personalized financial guidance to help clients achieve their investment and financial goals.