At Northeast Planning Associates, Inc., our goal is helping our clients work towards theirs.  We are a financial services firm dedicated to providing meaningful financial strategies to address the concerns of individuals, families, and business owners.  For more than 50 years, we at Northeast Planning Associates, Inc. have provided our clients with access to a full range of financial services and products.

For a list of states in which we are registered to do business, please visit www.northeastplanning.com.

Securities offered through LPL Financial, Member SIPC (www.sipc.org).  Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

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Northeast Planning Associates

Northeast Planning Associates' headquarters in Bedford, NH, United States

Edward C. Hiers

Ruth Etelman-Smith

Steve McFeely

Bryan Harms

The Financial Planning Team at Northeast Planning Associates, Inc. is dedicated to crafting personalized financial strategies for clients, leveraging their expertise in wealth management, financial planning, and certified financial planning. They work collaboratively to help individuals, families, and business owners achieve their financial goals through comprehensive analysis and tailored solutions.

Financial Planning Team

The Administrative Support team at Northeast Planning Associates, Inc. is responsible for ensuring smooth day-to-day operations within the firm. Duties include managing communications, scheduling appointments, handling client inquiries, maintaining records, assisting with financial planning tasks, and supporting the executive team with administrative functions to enhance overall productivity and client service.

Administrative Support

The Leadership Team at Northeast Planning Associates is composed of top-level professionals, including a Chartered Financial Analyst® Charterholder and Principal, a Certified Financial Planner™ Professional and Principal, and the Founder & CEO. This team is responsible for setting the strategic direction of the firm, ensuring the delivery of comprehensive financial services, and maintaining the high standards of client care and professional integrity that the firm is known for.

Northeast Planning Associates

Org chart

Teams

Financial Planning Team

Administrative Support

Leadership Team

Offices

Northeast Planning Associates

Org chart

Teams

Financial Planning Team

Administrative Support

Leadership Team

Offices

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