Ledgewood Wealth Advisors, LLC

About Ledgewood Wealth Advisors, LLC

<p>Built around 3(21) fiduciary retirement plan support, this Exeter, New Hampshire advisory firm works with individuals and small businesses across the Seacoast region and the greater Portsmouth–Dover area.</p> <p>Ledgewood Wealth Advisors, LLC is an SEC-registered investment advisor with about $0.2B in assets under management (2026). The firm provides investment management and retirement planning, along with estate planning coordination, insurance planning, and access to tax resources as part of an overall planning process.</p> <p>Clients work with the team on goal setting, portfolio decisions, and plan design questions, with an emphasis on clear communication and ongoing relationships. As a 3(21) provider, Ledgewood can make investment recommendations to plan sponsors while the sponsor retains final decision-making authority.</p> <p>What sets Ledgewood apart is its single-office, local practice model, which keeps planning and retirement plan support centered in one New Hampshire team.</p> <ul> <li>SEC-registered investment advisor</li> <li>3(21) fiduciary support for retirement plans</li> <li>Investment management and retirement planning</li> <li>Estate planning and insurance planning coordination</li> <li>Tax resources and planning support</li> </ul>

Website: https://www.ledgewoodwealth.com/