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AMES PLANNING
ASSOCIATES:
Ames Planning
Associates
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.
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About Us
Client-focused fee-only financial advisors
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.
Attentive, personal approach to financial planning
Your initial visit begins with a thoughtful conversation about
your life story, concerns and aspirations, to help us understand
what is important in your life. We listen intently and continue
these conversations throughout our relationship.
As fee-only financial advisors compensated only by our clients,
we provide independent and objective investment advice. Our financial
planning and investment advising services reflect our genuine,
ongoing interest in you and the achievement of your life goals.
Specialized training, highest ethical standards
Although many advisors call themselves financial planners, each
of our advisors has completed rigorous training to earn the distinction
of CERTIFIED FINANCIAL PLANNER™ professional.
As members of the National Association of Personal Financial
Advisors (NAPFA®), the nation’s leading organization of fee-only
financial advisors, we have each taken an oath to act as a fiduciary,
a financial advisor who pledges to work strictly in each client’s
best interest.
Contact us to discuss realizing
your life goals with thoughtful financial planning.
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Trusted Personal Advisor
A client’s
wife walked into Harv Ames’ office and placed a sealed
envelope on his desk. The envelope, she explained, contained
love letters she had written to her children. Ames was
the only person she trusted to guard the precious documents
and deliver them to her children if something happened
to her and her husband while traveling. For over 15 years,
we have been entrusted with these valuable letters.
Fee-Only vs.
Commission-Based
Services
Learn how Ames
Planning’s fee-only
financial planning services benefit clients.
Bloomberg
Wealth
Manager
Ames
Planning
Named Among Top
Wealth Managers
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