Broker Check

Why Personal Matters

Anne Murray

Financial Advisor, Cambridge Investment Research Advisors, Inc.

(603) 929-3636

anne@pfsnh.com

Anne has been proud to call the New Hampshire Seacoast her home for almost her entire life. Having lived in Hampton, New Hampshire since she was only two years old, she understands first-hand what it means to be a part of this...

Read more

Jeannette Lloyd

Client Services and Operations Specialist

(603) 929-3636

Jeannette@pfsnh.com

Jenny joined in April 2022 as a Client Services and Operation Specialist. Jenny enjoys cycling the seacoast. In her free time, she enjoys spending time with her family. Particularly fishing with her husband and visiting her son in...

Read more

Melanie Sampson

Client Services and Operations Specialist

(603) 929-3636

melanie@pfsnh.com

Melanie joined the PFSNH team this July as a Client Services and Operations Specialist. Melanie enjoys taking Yoga and Barre classes in Portsmouth. She is originally from North Carolina but moved to the New Hampshire seacoast where she...

Read more

Erin Moynihan

Marketing & Client Relationship Coordinator

(603) 929-3636

erin@pfsnh.com

Erin started her journey with us as a Marketing intern and officially became a full-time member of our team at the end of September, taking on the role of Client Relationship and Marketing Coordinator. She is a recent Marketing...
Read more

At our firm, we have the client - and only the client - in mind.

Our first priority is helping you take care of yourself and your family.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

As a member of the community for several years, I take pride in knowing that I have helped many people pursue the type of financial future they dreamt about.

Relationships Matter. 

Relationships Matter. 


Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.


One of our primary goals is to develop a long-term, trusting relationship with you.


We look to accomplish this goal by placing great importance on your questions and concerns.


Your agenda is our agenda.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal financial challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Think we might be a good fit?

our services