#United States #Investment Management #Portsmouth #New Hampshire #F.L.Putnam

F.L.Putnam Expands in New Hampshire

F.L.Putnam Investment Management Company has made significant strides in enhancing its presence in New Hampshire with the recent opening of a new office located in Portsmouth. This strategic move aligns with the company’s commitment to provide superior financial planning and investment management services across the East Coast. The firm now boasts a total of twelve offices located in prime regions, including a second establishment in New Hampshire, thus allowing easier accessibility for its growing clientele.

The Portsmouth office's introduction comes alongside the recruitment of two seasoned professionals, Thomas Burleigh and Michael Hanlon, who will both contribute their extensive expertise to the investment strategy and client advisory services offered by F.L.Putnam. Tom Burleigh, a Certified Financial Planner and Trust and Fiduciary Advisor, brings over fifteen years of experience in financial planning. His leadership roles, including as president of the New Hampshire Estate Planning Council, are indicative of his commitment to the sector. Meanwhile, Michael Hanlon, a Chartered Financial Analyst, has amassed considerable experience managing investment portfolios for both individuals and institutional clients. Together, they are set to enrich the firm’s local capabilities and provide personalized service to clients in the area.

Commenting on the expansion, Tom Manning, the CEO of F.L.Putnam, highlighted the importance of the New Hampshire market for the firm, stating, “Expanding our presence here enables our team to live and work closer to many of our clients in the Seacoast region. We believe the best advice starts with real relationships and proximity to the people we serve.”

The new office in Portsmouth is strategically situated to complement the existing office in the Lakes Region of Wolfeboro. This location not only enhances operational efficiency but also serves as a crucial midpoint between their offices in Maine and Massachusetts, which reflects F.L.Putnam’s ongoing efforts to build a more connected network within the region.

F.L.Putnam Investment Management Company is widely recognized as an independent registered investment advisor, supporting a diverse clientele that encompasses individuals, families, endowments, foundations, and Registered Investment Advisors (RIAs). With a service history surpassing 40 years, they continue to champion comprehensive investment, financial planning, trust, and family office solutions designed to effectively support clients in building and preserving their wealth.

The firm’s expansion in New Hampshire signifies not just a geographic growth but also a strategy aimed at enhancing client experience and relationship-driven service. As they continue to grow, F.L.Putnam stays steadfast in its mission to deliver exceptional investment guidance while nurturing lasting connections with its clients. For additional information about their offerings or insights into their investment philosophy, interested parties can explore their official website at www.flputnam.com or follow F.L.Putnam on LinkedIn.

With this expansion, F.L.Putnam is well positioned to redefine the benchmarks of investment management in New Hampshire while fostering a legacy of trust and excellence within the financial services industry.