Welcome Aboard!

We're honored that you've chosen our family-owned business to partner with you and your family in your financial planning and asset management!

While your journey to financial independence has already begun, you're no doubt just becoming acquainted with our team and the resources and tools we provide. Below, we provide more information on how you can take the next steps. But remember, we're also here, to provide personal guidance and assistance. The best way to reach us is to click on the Appointment Scheduler link in the upper right corner of the page, or the large icon at the bottom of the page — or you can just call us!

603 827-4068

Get to know our team a little better by watching the videos below.

Liana Poodiack, CFP^®

Managing Director, Financial Advisor

Travis Poodiack, AIF^®

Vice President, Financial Advisor

Alexis Huntley

Vice President, Client Administrative Manager

Take advantage of a wide range of the online services we offer.

Watch the videos below to help you get started.

How to Start Using Client Access

Want to see your account balance? Want to set your goals? Want to access documents from us? Client Access is your one-stop shop for everything related to your accounts.

How to Start Using the Vault

Now you can keep all your financial documents in one place, keep them secure from identity theft, and share them with us! How you ask? Well, we've got a video for that.

How to Aggregate Your Accounts

Don’t want to log in to multiple websites just to find your financial balances? Now you can get them all in one place. Here’s how:

How to Make a Mobile Check Deposit

Don't want to drive all the way to our office just to deliver a check? Don't want to pay for stamps either? Learn how to deposit your checks to your financial accounts from your phone.