About Northeast Planning Associates, Inc.
<p>Founded in 1959, Northeast Planning Associates, Inc. is a registered investment advisor and financial planning firm based in Bedford in the greater Manchester–Nashua area of New Hampshire. The firm works with individuals, families, and businesses across New England.</p> <p>NPA provides financial planning, investment advice, insurance strategies, and brokerage services. As an independent RIA, it focuses on giving unbiased recommendations that match each client’s situation rather than relying on one-size-fits-all models.</p> <p>The firm also offers 3(21) fiduciary services for retirement plan sponsors who want an advisor to help with investment selection and monitoring while the sponsor retains final decision-making authority. It manages $5.3B in assets (2026) and has more than 75 financial advisors across numerous offices in New England.</p> <p>One differentiator is NPA’s team-based approach, coordinating with CPAs and attorneys so clients can align investment decisions with tax and estate planning.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> services, including 3(21) fiduciary support</li> <li>Personal and business financial planning</li> <li>Investment management and ongoing portfolio advice</li> <li>Insurance planning strategies</li> <li>Brokerage services</li> </ul>
Website: https://northeastplanning.com/
Founded: 1959
Office Locations
- Bedford, NH (Headquarters)
- Bedford, NH
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $5.3B