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Essential Planning

EST. AUM
$439,657,003

CONTACTS
1

CLIENT ACCOUNTS
1,995

Firm Details

Metro area Manchester, NH
CRD Number 106651
Website essential-planning.com
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Overview

Essential Planning, LLC is a Portsmouth, New Hampshire-based financial advisory firm founded by Andy Lord, offering a comprehensive suite of services, including estate and trust planning, asset preservation strategies, insurance counseling, financial planning and investment advice, philanthropy and gift-giving guidance, income tax planning, and Medicaid planning.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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