Financial advisors for family wealth transfer in New Hampshire
Which financial advisor should I talk to about passing wealth to the next generation in New Hampshire?
For family wealth transfer in New Hampshire, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Christopher June of Sweeney Financial Advisors, Peter Ankeny of Wolf Pine Capital and Robin Brigham of Hager Investment Management Services.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Christopher June Sweeney Financial Advisors, Bedford Holds the CFP. Fees on file: percentage of assets.
- Peter Ankeny Wolf Pine Capital, Portsmouth Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Robin Brigham Hager Investment Management Services, New London Holds the CFP. Fees on file: percentage of assets.
- Kathryn Chase Mardin Capital Group, Rye Holds the CFP. Fees on file: percentage of assets.
- Elaine Morgillo Flying Point Financial, Portsmouth Holds the CFP. Fees on file: percentage of assets, hourly.
- Madalyn Dow Mascoma Wealth Management, Hanover Holds the CFP. Fees on file: percentage of assets.
How many fee-only financial advisors in New Hampshire work on family wealth transfer?
The Wellspent public graph lists 36 fee-only advisors for family wealth transfer in New Hampshire, at 12 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for family wealth transfer in New Hampshire located?
Of the 36 fee-only advisors for family wealth transfer in New Hampshire, 9 are in Hanover, followed by 8 in Bedford and 7 in Portsmouth.
Plus 5 in other cities.
How do fee-only advisors for family wealth transfer in New Hampshire charge?
The most common fee among fee-only advisors for family wealth transfer in New Hampshire is a percentage of assets, used by 94% of the 36 with fees on file. Many use more than one: 36% charge fixed fees and 25% charge by the hour.
What credentials should a financial advisor for family wealth transfer have?
For family wealth transfer, look for the CFP. In New Hampshire, 39% of the 36 advisors listed hold the CFP.
- CFP39% in New Hampshire
- The CFP covers gifting, trusts, and the wider plan.
How do New Hampshire advisors for family wealth transfer compare with the rest of the US?
36% of fee-only advisors for family wealth transfer in New Hampshire charge fixed fees, compared with 62% of the 3,385 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 family wealth transfer.
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 passing wealth to the next generation in New Hampshire?
- How do you involve the next generation, and when?
- What would you gift now, and what would you hold until death?
- How do you work with our attorney and accountant?
- What happens to the relationship when the first generation is gone?
- If I own property in another state, could its estate tax apply?
How current is this list of fee-only advisors for family wealth transfer 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 36 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Peter Ankeny | Wolf Pine Capital | Portsmouth | CFP | Percentage of assets, Flat fee or retainer |
| Anna Witten | Aurelius Family Office | Bedford | CFP | Percentage of assets, Fixed fees |
| 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 |
| 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 |
| Alison Pyott | Veris Wealth Partners | Portsmouth | CFP | Percentage of assets, Hourly |
| Elaine Morgillo | Flying Point Financial | Portsmouth | CFP | Percentage of assets, Hourly |
| 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 |
| Logan Pettus | Sweeney Financial Advisors | Bedford | Not listed | Percentage of assets |
| Michael Hemingway | Mascoma Wealth Management | Hanover | Not listed | 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 |
| Hilton Kelly | Tall Trees Wealth | Portsmouth | Not listed | Percentage of assets, Fixed fees |
| Kathryn Chase | Mardin Capital Group | Rye | CFP | Percentage of assets |
| Leah Beattie | Veris Wealth Partners | Portsmouth | Not listed | Percentage of assets, Hourly |
| Karen O'Donoghue | Beck Bode | Portsmouth | Not listed | Percentage of assets, Fixed fees |
| Douglas Tengdin | World Market Advisors | Hanover | CFA | Hourly |
| Anthony Zanetti | Mardin Capital Group | Rye | Not listed | Percentage of assets |
| Daniel Megill | World Market Advisors | Hanover | Not listed | Hourly |
| Robert Kintz | Mardin Capital Group | Rye | Not listed | Percentage of assets |
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