CMH

CMH Wealth Management is an independent, fee-only wealth management firm offering investment management alongside financial planning. Its core work is building customized asset allocation strategies that balance protecting and growing wealth, with planning covering estate planning review, risk analysis, retirement income, and family and business transitions.

The firm works with individuals and families at major life moments, including early-career savers, people going through transitions, and women looking for greater financial clarity. It is compensated only by clients, with fees based on assets under management and no commissions. CMH is located at 100 Market Street in Portsmouth, serving clients on the Seacoast of New Hampshire and within about an hour of Boston, Manchester, and Portland.