Safir Wealth Advisors, LLC

We are a fee-only, SEC registered investment advisory firm located in the New Hampshire Seacoast area. We primarily serve high-net-worth individuals and affluent families, managing a wide range of their investing and financial planning needs. Our fiduciary status and independent structure allow us to provide you with objective, professional advice. In order to offer our clients the highest quality of investment services and custodianship of client assets, we partner with Fidelity Clearing & Custody Solutions (a division of Fidelity Investments®). Founded in 1946 and headquartered in Boston, Massachusetts, Fidelity Investments® is a premier mutual fund and financial services group with $6.8 trillion in total customer assets. Our business is further supported by a best-in-class financial technology infrastructure designed to help you get the most out of our advisory relationship. Our professional resources are matched by a mind-set that constantly strives for excellence. We value hard work, integrity, and responsiveness, capitalizing on our strengths to generate positive outcomes for the families we serve. Our commitment to advanced industry certifications and continuing education ensures that we are equipped to provide you with the best advice. Founded in 2017, Safir Wealth Advisors, LLC is the latest evolution in our family’s lifelong professional pursuit to help families make sound financial decisions and invest in their futures. As your wealth advisor, our primary role is to guide you through all the financial decisions in life and to instill confidence in your family’s financial security. We plan for your long term financial health, crafting a comprehensive strategy that aligns your wealth with your family’s financial goals and aspirations. To accomplish this, we leverage our experience and industry expertise, our fluency with advanced technology, and our commitment to cultivating strong and lasting client relationships. We believe financial planning is an ongoing conversation, an exploration of the possibilities your financial resources offer you and your family. We will work together to build a relationship grounded in trust with the common objective to maintain and protect your family’s legacy. In doing so, we will be able to anticipate your financial needs and those of your future generations. Functioning as your family’s CFO, we will provide the level of customized service and attention that you need to stay informed and on track. We will engage directly with your CPAs, attorneys, and other advisors as a team to efficiently manage the planning and investment management process. In allowing us to take on these responsibilities, you can enjoy more peace of mind and reclaim your valuable time. We have structured our business as a fee-only practice, billing our clients a percentage of assets under management. We believe that this compensation model is the most transparent and objective available, minimizing conflicts and reinforcing our status as a fiduciary.

Address: 63 Niblick Lane, Greenland, NH 03840, USA

Phone: +1 603 430 6001
FAX: +1 603 430 6007