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Ames Planning Associates Inc.
       
 
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Ames Planning Associates Inc.
 
 
Mission statement: 

Our mission is to provide the resources necessary to empower clients to make intelligent, educated financial choices through which they can lead more fulfilled lives.

We accomplish this mission by offering comprehensive financial advisory services to help clients prioritize and attain their life goals.

Our client-centric philosophy demands that we maintain the highest ethical and educational standards, while fostering an attentive, responsive, trusting relationship with each client.
Profile: 

Ames Planning Associates, Inc. is among the most highly rated and respected fee-only financial advisors in the country, advocating for clients since 1988. From our Peterborough, NH, office we meet with clients from the Manchester and Nashua area, the Monadnock Region, NH Lakes Region, throughout New England and beyond.

We are a select Paladin Five Star Advisor and have been recognized by Bloomberg Wealth Manager as one of the nation’s top wealth managers. Ames Planning Associates is a Securities Exchange Commission-registered investment advisor.
Minimum Investable Assets:  $0.8 million
Net Worth of largest client:  $17 million
Asset Under Management:  $100 million


 
 
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