Extensive Experience Meets White Glove Service
Tenured Advisors is a full-service wealth management firm that provides personalized, in-depth financial planning and exceptional client service. With offices in Portsmouth, NH, Essex Junction, VT, and Reading, MA, our team specializes in serving Northern New England and the Greater Boston area and has supported these communities for more than a decade. We build lifelong relationships with our clients and their loved ones and care for them as we would our own families.
Extensive Experience Meets White Glove Service
Tenured Advisors is a full-service wealth management firm that provides personalized, in-depth financial planning and exceptional client service. With offices in Portsmouth, NH, Essex Junction, VT, and Reading, MA, our team specializes in serving Northern New England and the Greater Boston area and has supported these communities for more than a decade. We build lifelong relationships with our clients and their loved ones and care for them as we would our own families.
“Great leaders choose to mentor others before their tenure comes to an end because they know that great things should not end with them.”
– Gift Gugu Mona
We serve as trusted advisors to clients in some of the noblest professions. They take great pride and responsibility in their work and impact many lives. We strive to serve them well, simplifying the financial planning process and providing seamless interactions and sound advice.
“Great leaders choose to mentor others before their tenure comes to an end because they know that great things should not end with them.”
– Gift Gugu Mona
We serve as trusted advisors to clients in some of the noblest professions. They take great pride and responsibility in their work and impact many lives. We strive to serve them well, simplifying the financial planning process and providing seamless interactions and sound advice.
Who We Serve
Academic Community
Many of our clients have enjoyed lengthy careers in education, and we are well-versed in the decisions and choices unique to this career path. We also have specialized experience overseeing university retirement plans.
Medical Professionals
We have firsthand experience with the financial needs, concerns, and wants of physicians. As a result, we are well poised to help those in the medical community pursue their financial goals and plan for their professional and personal future.
Multigenerational Families
As much as we love working with our clients, we equally enjoy getting to know the next generation. In addition, we have the resources and experience to support our clients' trust, estate, and intergenerational wealth transfer planning needs.
Who We Serve
Academic Community
Many of our clients have enjoyed lengthy careers in education, and we are well-versed in the decisions and choices unique to this career path. We also have specialized experience overseeing university retirement plans.
Medical Professionals
We have firsthand experience with the financial needs, concerns, and wants of physicians. As a result, we are well poised to help those in the medical community pursue their financial goals and plan for their professional and personal future.
Multigenerational Families
As much as we love working with our clients, we equally enjoy getting to know the next generation. In addition, we have the resources and experience to support our clients' trust, estate, and intergenerational wealth transfer planning needs.
