Best Financial Advisors in Portsmouth

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
90+
Advisors
4.8/5.0
Average Rating

Portsmouth Financial Landscape

The economy of Portsmouth is driven by sectors such as defense, healthcare, and retail. The city's strategic location enhances trade and transportation opportunities.

Major industries
Defense, Healthcare, Retail
Population
96.2K (metro: 1.7M)
Median household income
$58,000
Unique needs
Portsmouth requires focused economic diversification to mitigate risks from concentrated industries and housing market fluctuations.
Market Insights
Economic Growth
According to BEA (2023), Portsmouth's economy has shown steady growth, driven by defense contracts and healthcare expansion.
Wealth Demographics
According to Census (2023), the median income in Portsmouth is $58,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Portsmouth are increasingly specializing in retirement planning and real estate investment.
Local Considerations
Cost of Living
According to BLS (2024), Portsmouth's cost of living is competitive, with housing costs being a significant factor.
Real Estate Market
According to Zillow (2024), the Portsmouth real estate market is experiencing rising prices, indicating potential bubble risks.
Business Environment
According to Fortune (2024), Portsmouth's business climate is favorable, with incentives for new businesses and a supportive local government.

Top 5 Financial Advisors in Portsmouth

Granite Bay Wealth Management
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Van Haislip, AAMS®
★ ★ ★ ★ ★ 5
Tull Financial Group Inc
★ ★ ★ ★ ★ 5
David Calliott, CFP Financial Advisor: Davenport & Company
★ ★ ★ ★ ★ 5
Seacoast Financial Planning
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Portsmouth, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Portsmouth-Specific Expertise
For Portsmouth residents working in Defense, Healthcare, Retail, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Portsmouth's defense sector concentration poses risks; diversify investments. Real estate faces potential bubbles, and hurricane risks necessitate preparedness.

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