CMH Wealth Management, LLC logo

CMH Wealth Management, LLC Employee Directory

Financial ServicesNew Hampshire, United States2-10 Employees

CMH Wealth Management, LLC is an independent, fee-only wealth advisory firm based in Portsmouth, New Hampshire. The firm serves individuals and families, offering comprehensive planning and disciplined investment management aimed at helping clients build, protect, and steward wealth across generations. It emphasizes objective guidance rooted in fiduciary responsibility, with compensation derived solely from clients rather than commissions or product incentives. The company positions itself as a boutique practice that combines sophisticated advisory capabilities with personalized service for clients at key financial moments, including career growth, major life transitions, and women seeking greater financial clarity and independence. Founded and operated in the Seacoast region, CMH asserts independence from specific investment products to maintain a client-centered approach.

Find CMH Wealth Management, LLC employees' phone numbers or email addresses

CMH Wealth Management, LLC Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

CMH Wealth Management, LLC's Leadership

  • Stylized image of a person
    J. P. F.
    Co-Chief Investment Officer
  • Stylized image of a person
    D. B.
    Director Of Operations
  • Stylized image of a person
    M. L.
    Wealth Manager
  • Stylized image of a person
    C. C.
    Office Manager
  • Stylized image of a person
    D. B.
    Operations Manager
  • Stylized image of a person
    B. C.
    Principal
  • Stylized image of a person
    M. K.
    Principal
  • Stylized image of a person
    N. H.
    Operations

CMH Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from CMH Wealth Management, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. P. F.
    Co-Chief Investment Officer
    United StatesNew Hampshire
    Mar 24, 2026
  • Stylized image of a person
    D. B.
    Director Of Operations
    United States
    Apr 04, 2024
  • Stylized image of a person
    M. L.
    Wealth Manager
    United StatesNew Hampshire
    Mar 24, 2026
  • Stylized image of a person
    C. C.
    Office Manager
    United StatesNew Hampshire
    Aug 03, 2024
  • Stylized image of a person
    D. B.
    Operations Manager
    UNITED STATES
    Apr 04, 2024
  • Stylized image of a person
    B. C.
    Principal
    United StatesNew Hampshire
    Feb 26, 2024
  • Stylized image of a person
    M. K.
    Principal
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    N. H.
    Operations
    United StatesNew Hampshire
    May 31, 2026
  • Stylized image of a person
    M. W.
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is CMH Wealth Management, LLC known for?

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CMH Wealth Management, LLC was founded in 2009 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore CMH Wealth Management, LLC's company overview page for more information.

What is CMH Wealth Management, LLC's most common email format?

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CMH Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CMH Wealth Management, LLC email formats with LeadIQ.

How many employees does CMH Wealth Management, LLC have currently?

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CMH Wealth Management, LLC has approximately 10 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are CMH Wealth Management, LLC's key employees and leadership?

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As of August 2026, CMH Wealth Management, LLC's key employees include:

  • Co-Chief Investment Officer: J. P. F.
  • Director Of Operations: D. B.
  • Wealth Manager: M. L.
  • Office Manager: C. C.
  • Operations Manager: D. B.

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