Find Help · New Hampshire
Verified financial advisors in
New Hampshire.
Financial Advisors serving New Hampshire. Before a listing appears here, we check the provider's phone, business address, and working website against the provider's own site, and MORTL writes the standard listing description from it. Sponsored Pro and Premium cards may include a provider-written bio.
Provider listings aren’t recommendations, endorsements, guarantees, or referrals. We don’t verify licenses, disciplinary history, availability, or quality. Check those directly before hiring.
What New Hampshire law says before a provider can do anything
Ask a funeral home about these before you sign. They set what has to happen, and when, no matter who you hire.
Verified in New Hampshire so far: 30 financial advisors, 5 hospice & palliative care, 5 funeral homes, 2 grief counselors.
Every figure here comes from MORTL's New Hampshire guide, which cites the statute or the state agency behind it. Read the New Hampshire guide for the rest of it: the cremation and burial rules in full, probate and the small-estate threshold, who inherits when there's no will, advance directives, and the estate tax.
If someone has already died, what to do first in New Hampshire is the order to work in. It's free and it always will be.
American Trust Investment Advisors, LLC
New Hampshire investment advisory firm offering portfolio construction and investment management services in the Lebanon area.
Atlas Fiduciary Services, Inc.
New Hampshire financial advisor offering retirement plan services, individual wealth management, and fiduciary consulting, including 3(21) and 3(38) ERISA fiduciary services, in the Concord area.
Blueline Advisors
New Hampshire financial advisor offering investment management, financial planning, and business retirement plan services, including retirement, tax, and estate planning, in the Exeter area.
Bluestone Wealth Management LLC
New Hampshire financial advisory firm offering asset management, tax strategies, wealth transfer planning, trust and fiduciary services, and charitable gifting guidance in the Keene area.
Carlson Investments
New Hampshire financial advisor offering wealth management, institutional investment, and financial planning services, including fee-only and independent registered investment advisor services, in the Concord area.
Charter Oak Capital Management
New Hampshire financial advisor offering financial planning, investment management, tax planning, estate planning, insurance solutions, and trustee services, including retirement planning and family office structured wealth management, in the Portsmouth area.
Cohen Investment Advisors, LLC
New Hampshire financial advisor offering financial and investment planning, investment management, wealth management, retirement planning, annuity evaluation, tax planning, and real estate investing services, including fiduciary Certified Financial Planner guidance, in the Bedford area.
Cornerstone Financial Planning, LLC
New Hampshire financial advisor offering financial planning, wealth management, and investment management services in the Portsmouth area.
David Wendell Associates, Inc.
New Hampshire investment advisory firm offering investment counsel services for individual clients in the Portsmouth area.
Davis Wealth Advisors
New Hampshire financial advisor offering financial planning, wealth management, and risk assessment services in the Salem area.
Essential Planning, LLC
New Hampshire financial advisory firm offering retirement, estate, investment, insurance, tax, and money and lifestyle planning resources in the Portsmouth area.
Financial Management Associates, LLC
New Hampshire investment advisory firm offering financial planning services, including accumulation, protection, and distribution planning, in the Windham area.
Four Tree Island Advisory LLC
New Hampshire investment advisory firm offering client account services with eligibility based on suitability and relationship size requirements in the Portsmouth area.
Glenwood Investment Group, LLC
New Hampshire financial advisory firm offering financial planning and investment strategy services in the Manchester area.
Hager Investment Management Services, LLC
New Hampshire financial advisor offering financial planning, retirement planning, and investment management services, including tax, estate, and retirement income strategies, in the New London area.
Independence Financial Advisors, LLC
New Hampshire financial advisory firm offering investment management, fixed insurance, and consultation services in the Franklin area.
Ledgewood Wealth Advisors, LLC
New Hampshire financial advisory firm offering retirement, estate, investment, insurance, tax, and money and lifestyle planning resources in the Exeter area.
Lumbard & Kellner, LLC
New Hampshire financial advisor offering investment management and counseling services for individuals and institutions in the Hollis area.
Measured Wealth Private Client Group, LLC
New Hampshire financial advisor offering tax planning services in the Portsmouth area.
Northstar Financial Planning, LLC
New Hampshire financial advisor offering financial planning, wealth management, and retirement planning services, including guidance for divorce, widowhood, inheritance, and business owners, in the Windham area.
Peak Wealth Management LLC
New Hampshire financial advisory firm offering investment management and financial planning services in the Nashua area.
Prime Buchholz LLC
New Hampshire investment consulting firm offering investment consulting, hybrid/implemented, outsourced CIO, PrimePlus, and mission-aligned investing services in the Portsmouth area.
Robbins Farley LLC
New Hampshire financial advisory firm offering financial education, financial planning, retirement planning, and investment management services in the Bedford area.
Sfm, LLC
New Hampshire investment management firm offering financial planning, investment management, portfolio management, and business solutions, including fee-only fiduciary advisory services, in the Manchester area.
Steele Street Capital LLC
New Hampshire financial advisory firm offering wealth management, financial planning, and client services, including retirement, investment, estate, insurance, and tax guidance, in the Portsmouth area.
Summit Wealth Group LLC
New Hampshire financial advisory firm offering financial life planning, accumulation and distribution strategies, and fiduciary planning services in the Exeter area.
The Foundry Financial Group, Inc.
New Hampshire financial advisor offering financial planning, investment management, and employer-sponsored retirement plans in the Laconia area.
The Lyme Timber Company LLC
New Hampshire timberland investment management company offering forestland investment, advisory services, and portfolio management, including forest stewardship and land conservation, in the Hanover area.
The Wealth Conservatory
New Hampshire financial advisor firm offering retirement planning, contingency planning, investment planning, incapacity and estate planning, and real estate planning services, including fee-only, fiduciary advisory services, in the Lebanon area.
Wellesley Asset Management, Inc.
New Hampshire investment management firm offering long-only convertible strategies, convertible arbitrage strategies, separately managed accounts, and mutual funds, including convertible bond investment approaches, in the Portsmouth area.
About This Directory
How provider listings work.
Providers come from public sources and provider submissions. Before a listing goes live, MORTL checks the provider's phone, business address, and working website. MORTL writes standard listing descriptions from that site. Sponsored Pro and Premium cards may include a provider-written bio. A provider without a working website isn’t listed.
A listing isn’t a recommendation, endorsement, guarantee, or referral.
MORTL checks a license only for estate attorneys: a lawyer the firm names has to show as active on the state’s official lawyer lookup before the listing goes up. MORTL doesn’t verify any provider’s disciplinary history, availability, or quality of service. Provider information can change after a listing is added.
Before hiring any provider, check their license with the state licensing board or professional authority, get pricing in writing, and confirm availability directly.
Know Someone Good?
Suggest a provider.
Worked with a funeral home, grief counselor, hospice, financial advisor, or death doula worth finding? Tell us who they are. It takes a minute and it's free.
Every suggestion gets the same check as the rest of the directory: we confirm the provider's phone and address against their own website before anything is listed.
Death doulas aren’t in the directory because no verifiable registry exists to check them against. You can still suggest one; submissions stay open.
For Providers
Get listed. Free.
MORTL readers are planning ahead: people getting their wills, directives, and funeral wishes in order before a crisis. Listing here puts you in front of them before they need you.
A standard listing in the MORTL directory costs nothing, now or later. We list funeral directors, grief counselors, financial advisors, and hospice providers. Founding providers get in before the category fills up.
Death doulas can apply, but don’t appear in the directory yet: no verifiable registry exists to check a doula listing against.
A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before hiring any provider, verify credentials directly with the appropriate state licensing board.
Want paid placement? A standard listing stays free. Approved Featured plans add labeled sponsored placement and tier-specific card features. Compare Featured plans →
Don't see your state?
We're adding providers every week. Suggest a provider you've worked with, or sign up to be notified when your state goes live.
Financial Advisors by state
Every state has its own financial advisors page, and every listing is checked against the provider's own website before it appears.
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- Washington, DC
- West Virginia
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Provider Directory Disclosure: A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before listing, MORTL checks each provider's phone, business address, and working website. MORTL writes standard descriptions from that site; sponsored Pro and Premium cards may include a provider-written bio. MORTL doesn’t verify every license, disciplinary history, availability, or quality. Check credentials directly before hiring. Read our Provider Review Policy →