Catalyst Investment Management
42yrs
Top advisor by experience in Windham
Financial advisors in Windham, NH
Looking for a financial advisor in Windham, NH? We list 44 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
44Advisors with offices here
15Median years of experience
18%At fee-only firms
26Firms represented
Largest firms here: Strategic Advisers (8), Northstar Financial Planning (5), LPL Financial (3).
Nearby: Salem, Londonderry, Derry, Pelham, Hudson, Litchfield, Atkinson, Hampstead.
Compass Financial Management
42yrs
Top 2% by experience in New Hampshire
Catalyst Investment Management
41yrs
Top 3% by experience in New Hampshire
Northstar Financial Planning
32yrs
Top advisor by experience at Northstar Financial Planning
Zacks Intelligence
28yrs
Top 14% by experience in Windham
Strategic Advisers
28yrs
Top 5% by experience at Strategic Advisers
Principal Securities
27yrs
Top 16% by experience in Windham
LPL Financial
26yrs
Top 18% by experience in Windham
Bolton Global Asset Management
26yrs
Top 20% by experience in Windham
Creative Planning
23yrs
Top 20% by experience at Creative Planning
LPL Financial
23yrs
Top 25% by experience in Windham
Valic Financial Advisors
21yrs
More experience than 73% of advisors in Windham
Equitable Advisors
21yrs
More experience than 70% of advisors in Windham
The Patriot Financial Group
20yrs
More experience than 66% of advisors in Windham
Revere Wealth Management
20yrs
More experience than 66% of advisors in Windham
Northstar Financial Planning
19yrs
More experience than 64% of advisors in Windham
Sunflower Financial Planning
19yrs
More experience than 61% of advisors in Windham
Osaic Wealth
18yrs
More experience than 59% of advisors in Windham
LPL Financial
18yrs
More experience than 57% of advisors in Windham
Cambridge Investment Research Advisors
17yrs
More experience than 57% of advisors in New Hampshire
Focus Partners Wealth
17yrs
More experience than 61% of advisors at Focus Partners Wealth
Edward Jones
15yrs
More experience than 66% of advisors at Edward Jones
Strategic Advisers
14yrs
More experience than 74% of advisors at Strategic Advisers
Lakeside Financial Planning
13yrs
13 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.