Empowering Your Best Financial Life

Based on the New Hampshire Seacoast but with a nationwide reach,
Northeast Planning Associates empowers our community through an education-based experience to define and live their best lives!

Meet Northeast Planning Associates

Since 1959*, Northeast Planning Associates, Inc. has assisted clients with financial planning, and wealth and investment strategies.  Working with individuals, families, and business owners, we provide our clients access to a full range of financial services and products. 

We understand the complexities of business and personal financial planning and our top priority is always to help enhance the lives and financial future of those with whom we work.  We create a plan or strategy designed to address both short and long term goals, and then adjust as necessary when life changes or market fluctuations require a direction change. 

No matter what season of life you find yourself in, we are here to help. 

OUR MISSION

Northeast Planning Associates provides advocacy and coaching of financial health through an education-based experience to help clients objectively define their own financial vision, excel in financial stewardship, and live free of financial fear, subjugation, and conflict so that our clients can live their best lives.

Learn More About Our Core Values →

Don’t just take our word for it!

Discover for yourself what our clients say about how we’ve empowered them to define and reach their own financial goals.

Our Services

Financial, Retirement,
and Estate Planning

Investment Management Solutions

Multi-Generational Office Services

Charitable Giving
and Tax Management Strategies

Intergenerational Wealth Planning

Business Consulting and Planning

Ontological Coaching for “Best Life” Goal Setting

Institutional Client
Services