About Essential Planning, LLC
<p>With offices in Portsmouth on New Hampshire’s Seacoast and in Wolfeboro in the Lakes Region, Essential Planning, LLC works with clients who want hands-on planning support close to home. The firm is a registered investment advisor and works with individuals and small businesses.</p> <p>Founded in 2002, Essential Planning focuses on investment advice, portfolio construction, and retirement planning. Client work often brings in related estate and tax planning topics as part of the overall planning process.</p> <p>For employers, the firm provides 3(21) fiduciary services as a <a href="/plan-advisors">plan advisor</a>, helping plan sponsors document decisions and maintain ongoing support around plan oversight.</p> <p>As of 2026, Essential Planning reports $0.2B in assets under management. One practical differentiator is its two-office New Hampshire footprint, which makes it easier to schedule in-person meetings, along with education through resources, workshops, and seminars on retirement planning, investment strategies, and personal finance.</p> <ul> <li>Registered investment advisor (RIA)</li> <li>3(21) fiduciary services for retirement plans</li> <li>Financial planning for individuals and small businesses</li> <li>Portfolio management and investment advice</li> <li>Workshops and seminars on retirement and personal finance</li> </ul>
Website: https://www.essential-planning.com/
Founded: 2002
Office Locations
- Portsmouth, NH (Headquarters)
- Wolfeboro, NH
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $178.0M