Secure Planning, based out of Portsmouth, NH, is a reputable small investment advisory firm with a solid track record. With over 900 individual clients and more than $152,269,000 in assets under management, they have established themselves as a trusted partner for their clients' financial planning needs. The firm operates from two offices and offers a wide range of services, including insurance brokering and agency services. What sets Secure Planning apart is their expertise in managing employer 401Ks and individual investments, making them well-versed in this specialized area. All of the assets they manage are discretionary, all...