Financial advisors for estate planning in New Hampshire
Which financial advisor should I talk to about estate planning in New Hampshire?
For estate planning in New Hampshire, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Evan Marquis of Milestone Financial Planning, LLC, Robert Bartley of Bartley Financial Advisors and Karen McCloskey of CMH Wealth Management.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Evan Marquis Milestone Financial Planning, LLC, Bedford Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Robert Bartley Bartley Financial Advisors, Bedford Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Karen McCloskey CMH Wealth Management, Portsmouth Holds the CFP. Fees on file: percentage of assets.
- Samuel Graham Sweeney Financial Advisors, Bedford Holds the CFP. Fees on file: percentage of assets.
- Brett Croft Croft Financial Planning, Newbury Holds the CFP. Fees on file: hourly, one-time planning fee.
- Peter Ankeny Wolf Pine Capital, Portsmouth Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
How many fee-only financial advisors in New Hampshire work on estate planning?
The Wellspent public graph lists 56 fee-only advisors for estate planning in New Hampshire, at 27 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for estate planning in New Hampshire located?
Of the 56 fee-only advisors for estate planning in New Hampshire, 14 are in Portsmouth, followed by 11 in Bedford and 8 in Hanover.
Plus 16 in other cities.
How do fee-only advisors for estate planning in New Hampshire charge?
The most common fee among fee-only advisors for estate planning in New Hampshire is a percentage of assets, used by 95% of the 56 with fees on file. Many use more than one: 38% charge fixed fees and 29% charge by the hour.
What credentials should a financial advisor for estate planning have?
For estate planning, look for the CFP, CPA and AEP. In New Hampshire, 46% of the 56 advisors listed hold the CFP.
- CFP46% in New Hampshire
- The CFP includes estate planning and keeps it tied to the whole plan.
- CPA4% in New Hampshire
- CPAs help with estate and gift tax filings.
- AEP2% in New Hampshire
- The AEP is a designation for estate planning specialists.
How do New Hampshire advisors for estate planning compare with the rest of the US?
38% of fee-only advisors for estate planning in New Hampshire charge fixed fees, compared with 54% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are New Hampshire. Light bars are all US advisors for estate planning.
Does New Hampshire have an estate or inheritance tax?
No. New Hampshire has no state estate or inheritance tax, so the federal rules are the main ones to plan around.
What should I ask a financial advisor about estate planning in New Hampshire?
- Do you review my beneficiary designations and account titling?
- Which estate attorneys do you work with, and how do you split the work?
- How would you plan around the state rules that apply to me?
- How often will we revisit the plan?
- If I own property in another state, could its estate tax apply?
How current is this list of fee-only advisors for estate planning in New Hampshire?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 56 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Matt Sheers Flat-fee, advice-only planning for mid-career individuals and couples working through career changes, growing families or business ownership. | Sheer Empowerment Financial | Plymouth | CFP, CFA | Subscription, One-time planning fee |
| Peter Ankeny | Wolf Pine Capital | Portsmouth | CFP | Percentage of assets, Flat fee or retainer |
| Rachel DeCarolis | Northstar Financial Planning | Windham | CDFA, CeFT, CFP, MBA | Percentage of assets, Ongoing planning fee |
| Evan Marquis | Milestone Financial Planning, LLC | Bedford | CFP, EA, RICP, MSFP | Percentage of assets, Ongoing planning fee |
| Brett Croft | Croft Financial Planning | Newbury | CFA, CFP, CTFA | Hourly, One-time planning fee |
| Jared Hoole | Lakeside Financial Planning, LLC | Windham | CFP, MST | Percentage of assets, Ongoing planning fee |
| Robert Bartley | Bartley Financial Advisors | Bedford | CFP, CPA | Percentage of assets, Ongoing planning fee |
| David Mayes | Three Bearings Fiduciary Advisors, Inc. | Hampton | CFP, CRPC, CRPS, EA | Percentage of assets, Hourly |
| Sally Boyle | SJ Boyle Wealth Planning | HANOVER | CDFA, CFP, ChFC | Percentage of assets, Fixed fees |
| Anna Witten | Aurelius Family Office | Bedford | CFP | Percentage of assets, Fixed fees |
| Robert Maloney | Squam Lakes Financial Advisors, LLC | Holderness | AEP, MSFS | Ongoing planning fee, Hourly |
| Robin Brigham | Hager Investment Management Services | New London | CFP | Percentage of assets |
| Christopher June | Sweeney Financial Advisors | Bedford | CFP | Percentage of assets |
| David Snyder | Sweeney Financial Advisors | Bedford | CFP | Percentage of assets |
| Gregory Farland | Alliance Private Wealth | Alton Bay | CFP | Percentage of assets, Hourly |
| Gregory Norris | Apex Investment Group | Georges Mills | CFP | Percentage of assets |
| Jeffrey Williams | Fairscale Capital | Nashua | CFP | Percentage of assets, Hourly |
| Madalyn Dow | Mascoma Wealth Management | Hanover | CFP | Percentage of assets |
| Matthew Dattilio | Mascoma Wealth Management | Hanover | CFP | Percentage of assets |
| Samuel Graham | Sweeney Financial Advisors | Bedford | CFP | Percentage of assets |
| Zuzana Brochu | Mascoma Wealth Management | Hanover | CFP | Percentage of assets |
| Elaine Morgillo | Flying Point Financial | Portsmouth | CFP | Percentage of assets, Hourly |
| Elizabeth Catlin | Bluestone Wealth Management | Keene | CFP | Percentage of assets |
| Andrew Hager | Hager Investment Management Services | New London | Not listed | Percentage of assets |
| Glenn Sweeney | Sweeney Financial Advisors | Manchester | CFA | Percentage of assets |
| Jacob Alden | Aurelius Family Office | Bedford | Not listed | Percentage of assets, Fixed fees |
| Mark Witaschek | Aurelius Family Office | Bedford | Not listed | Percentage of assets, Fixed fees |
| Michael Bechtold | Hager Investment Management Services | New London | Not listed | Percentage of assets |
| Paul Pignone | Beck Bode | Salem | CFP, ChFC | Percentage of assets, Fixed fees |
| Peter Hager | Hager Investment Management Services | New London | Not listed | Percentage of assets |
| Susan Winchester | Mascoma Wealth Management | Hanover | ChFC | Percentage of assets |
| Alexander Thompson | Fairscale Capital | Nashua | Not listed | Percentage of assets, Hourly |
| Amanda Spencer | Mascoma Wealth Management | Hanover | Not listed | Percentage of assets |
| Dyllin Moulton | Fairscale Capital | Nashua | Not listed | Percentage of assets, Hourly |
| Jeffrey Nowell | Mascoma Wealth Management | Hanover | Not listed | Percentage of assets |
| Karen McCloskey | CMH Wealth Management | Portsmouth | CFP | Percentage of assets |
| Logan Pettus | Sweeney Financial Advisors | Bedford | Not listed | Percentage of assets |
| Michael Hemingway | Mascoma Wealth Management | Hanover | Not listed | Percentage of assets |
| Michael Leclerc | CMH Wealth Management | Portsmouth | CFP | Percentage of assets |
| Steven Nassoura | CMH Wealth Management | Portsmouth | CFP | Percentage of assets |
| Travis Broadhurst | Sweeney Financial Advisors | Bedford | Not listed | Percentage of assets |
| Andre Laplante | Tall Trees Wealth | Portsmouth | Not listed | Percentage of assets, Fixed fees |
| Christine Clinton-Catlin | Bluestone Wealth Management | Keene | Not listed | Percentage of assets |
| Daniel Zibinskas | Harbor Advisory | Portsmouth | CFA | Percentage of assets, Hourly |
| Edward Parolisi | Ironwood Wealth Management | Rye | Not listed | Percentage of assets, Fixed fees |
| Hilton Kelly | Tall Trees Wealth | Portsmouth | Not listed | Percentage of assets, Fixed fees |
| Brian Carolan | CMH Wealth Management | Portsmouth | CFA | Percentage of assets |
| John Fredette | CMH Wealth Management | Rye | CFA | Percentage of assets |
| Karen O'Donoghue | Beck Bode | Portsmouth | Not listed | Percentage of assets, Fixed fees |
| John Degan | Harbor Advisory | Portsmouth | Not listed | Percentage of assets, Hourly |
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