Sintra Capital
45yrs
Top advisor by experience in Wolfeboro
Financial advisors in Wolfeboro, NH
Looking for a financial advisor in Wolfeboro, NH? We list 18 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.
18Advisors with offices here
27Median years of experience
22%At fee-only firms
10Firms represented
Largest firms here: F L Putnam Investment Management (7), William J. Krause CPA (2), Hepworth Equity Partners (2).
Nearby: Wolfeboro Falls, Ossipee, Alton Bay, Gilford, Moultonborough, Gilmanton Iron Works, Laconia, Meredith.
F L Putnam Investment Management
39yrs
Top 4% by experience in New Hampshire
F L Putnam Investment Management
39yrs
Top 5% by experience in New Hampshire
Yosemite Capital Management
36yrs
Top advisor by experience at Yosemite Capital Management
Hepworth Equity Partners
33yrs
Top 11% by experience in New Hampshire
Hepworth Equity Partners
32yrs
Top 11% by experience in New Hampshire
F L Putnam Investment Management
32yrs
Top 12% by experience in New Hampshire
F L Putnam Investment Management
28yrs
Top 19% by experience in New Hampshire
LPL Financial
27yrs
Top 20% by experience in New Hampshire
McGuigan Financial
27yrs
Top 21% by experience in New Hampshire
White Pine Investments
26yrs
Top 24% by experience in New Hampshire
Wells Fargo Advisors
22yrs
More experience than 68% of advisors in New Hampshire
F L Putnam Investment Management
21yrs
More experience than 65% of advisors in New Hampshire
William J. Krause CPA
17yrs
More experience than 55% of advisors in New Hampshire
STU Hawver, CFA, Mba
16yrs
More experience than 54% of advisors in New Hampshire
William J. Krause CPA
15yrs
More experience than 52% of advisors in New Hampshire
F L Putnam Investment Management
10yrs
10 years in the industry
F L Putnam Investment Management
9yrs
9 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.