Trusted Financial Advisor in New Hampshire & the Northeast
Independent Fiduciary Specializing in Retirement Planning
The first step toward achieving your retirement goals is having a plan.
As a trusted financial advisor in New Hampshire, it’s our goal to help you build that plan and bring it to life.
Just as you’d need a well-designed blueprint to build your dream home, so too is a well-designed plan necessary to build your dream retirement. As part of our all-inclusive retirement planning service, we act as:
- Architect: We design a personalized plan that aligns your goals, income needs, and lifestyle into a clear, well thought-out blueprint.
- Builder: We help implement that plan by putting the right savings plan, risk-aligned portfolio, and tax-management strategy in place to turn the blueprint into reality.
- Maintainer: Once your dream retirement becomes a reality, it may require thoughtful adjustments over time to keep your retirement secure and aligned with your goals.
If you’re looking for a financial advisor in New Hampshire to help you design, implement, and protect a retirement plan unique to you, we’re here to help!
Retirement Planning
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Retirement Income Planning
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Investment Risk Analytics
Tax Minimization & Social Security Optimization
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SS Benefits Optimization
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Retirement Tax Strategies
Estate Planning Coordination
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Last Will and Testament
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Power of Attorney
No cost. No obligation. Retirement clarity starts with a conversation–book a time below!
What clients say about our financial advice in New Hampshire
Frequently asked questions about financial planning
Helpful insights for working with a financial advisor in New Hampshire
What's the difference between a money manager and financial planner?
A money manager focuses primarily on managing investments, which is just one part of a larger whole. A financial planner takes a broader, more holistic approach by helping coordinate investment management with retirement planning, taxes, Social Security, estate planning, and other long-term financial considerations. While money management addresses how your money is invested, financial planning is about creating an overall strategy to guide financial decisions while looking ahead towards retirement.
Do I really need a financial advisor for retirement planning?
Whether you need a financial advisor for retirement planning depends on the complexity of your situation and the confidence you have in managing long-term financial decisions on your own. A successful retirement plan involves more than choosing investments—it requires coordinating income sources, taxes, Social Security, and risk management over many years. A financial advisor can help bring structure and clarity to those decisions, identify potential blind spots, and adjust your plan as markets, laws, your goals, and life circumstances change, so you’re not navigating retirement planning alone.
How are you compensated for your services?
We are compensated through a fee-only structure on the assets we manage, meaning our advisory fee is based on the value of the assets under our management. In some cases, insurance products may be a valuable part of a client’s overall retirement plan. For funds allocated towards such insurance products, no there is no advisory fee to our clients, as compensation is paid directly by the insurance company. We believe in full transparency around how we’re compensated so clients can understand how recommendations fit into their broader plan.
Initial consultations, plan setup, and periodic reviews are all conducted at no additional cost.
How can I get started with a financial advisor in New Hampshire?
Getting started with a financial advisor begins with booking a time for a simple conversation using the calendar above. This initial discussion is an opportunity for you to ask questions and for us to better understand your unique objectives and situation.
From there, we will schedule a consultation (which can be via video-conferencing from the comfort of your own home) to review the more quantifiable aspects of your financial situation–assets, income needs now and in retirement, investment risk tolerance, etc.
All it requires is a small investment of your time, and we believe that the clarity and confidence gained make that an investment well worth making (and we know a thing or two about investments!).
What should I prepare ahead of my first consultation?
We’ll provide a simple list of important items to gather for review ahead of our initial consultation so as to begin the retirement planning process of bringing structure and clarity to your financial position. No need to worry about the unknown or what steps you need to take and when to take them–we’ll provide guidance every step of the way.
What if I still have questions?
We’re happy to answer whatever question you may have relating to financial planning in New Hampshire! Go ahead and book a time to speak to an advisor using the button below or reach out to us at mcole@theivyag.com.
The first step toward achieving your retirement goals is having a plan…
Vermont
Looking for a financial advisor in Vermont? We’re also registered to provide investment advisory services to our western neighbors! For years, we’ve worked with individuals and families across the Green Mountain State, helping them navigate retirement planning with personalized, long-term strategies designed to support their financial goals.
Lakes Region, White Mountain Region, & Upper Valley
While we work with individuals and families across the state, we have long-standing presence in the Lakes Region, White Mountain region, and Upper Valley. As a trusted financial advisor in New Hampshire, our understanding of the region and its people informs a thoughtful, individualized approach to retirement planning in this beautiful part of the country.
New England
For many years, we’ve helped individuals and families across New England make confident financial decisions through holistic retirement planning that maintains the flexibility life necessitates. With deep roots in New Hampshire and experience serving clients throughout the region, we offer the perspective of a seasoned financial advisor in New England—without losing the personal touch.
