Whole Wealth Management

Whole Wealth Management is an independent financial advisory firm in Portsmouth, New Hampshire, led by Jeffrey Keefe, AIF, who works alongside Lynda. The firm builds personal financial plans covering retirement income, tax strategy, investment management, estate coordination, business succession and insurance review, with the aim of keeping all of those pieces coordinated in one plan.

The firm works with a deliberately small number of clients and offers a free, no-obligation first conversation. Planning fees are listed as typically ranging from $1,000 to $5,000, with investment management fees from 0.50% to 1.50% of assets under management. Clients can meet at the Marcy Street office in Portsmouth or work with the firm remotely from elsewhere in New Hampshire, and the firm serves clients across the Seacoast region including Dover, Exeter and Hampton.