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Three Bearings Fiduciary Advisors Employee Directory

Financial ServicesNew Hampshire, United States2-10 Employees

Three Bearings Fiduciary Advisors is a small financial services firm offering fee-only financial planning, investment management, and tax preparation services. Based in Hampton, New Hampshire, it serves clients across New Hampshire, Maine, and Massachusetts. The team comprises certified financial planners who operate as fiduciary investment advisors, delivering retirement planning, education planning, estate planning, and ongoing investment management. The firm does not sell annuities or other commissioned products, maintaining a fiduciary standard in its fee-based advisory approach.

Find Three Bearings Fiduciary Advisors employees' phone numbers or email addresses

Three Bearings Fiduciary Advisors Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Three Bearings Fiduciary Advisors's Leadership

  • Stylized image of a person
    L. W.
    Service Associate For Taxation And Accounting
    Mobile Phone
  • Stylized image of a person
    Z. Z.
    Financial Planner
    Mobile Phone

Three Bearings Fiduciary Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Banking
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Three Bearings Fiduciary Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    L. W.
    Service Associate For Taxation And Accounting
    Mobile Phone
    May 17, 2024
  • Stylized image of a person
    Z. Z.
    Financial Planner
    Mobile Phone
    Jun 08, 2026

Frequently Asked Questions

What is Three Bearings Fiduciary Advisors known for?

Minus sign iconPlus sign iconThree Bearings Fiduciary Advisors operates in the Financial Services industry. Explore Three Bearings Fiduciary Advisors's company overview page for more information.

What is Three Bearings Fiduciary Advisors's most common email format?

Minus sign iconPlus sign iconThree Bearings Fiduciary Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Three Bearings Fiduciary Advisors email formats with LeadIQ.

How many employees does Three Bearings Fiduciary Advisors have currently?

Minus sign iconPlus sign iconThree Bearings Fiduciary Advisors has approximately 3 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Three Bearings Fiduciary Advisors's key employees and leadership?

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As of July 2026, Three Bearings Fiduciary Advisors's key employees include:

  • Service Associate For Taxation And Accounting: L. W.
  • Financial Planner: Z. Z.

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