Individual Investors and Families

We are independent financial planners and wealth managers committed to providing the insight and guidance you seek to help preserve, manage and grow a lifetime of assets.

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Company Retirement Plans

Our retirement plan strategies seek to help protect your businesses from personal and corporate liability, while helping your employees leverage investment opportunities.

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Business Owners

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Edward Hickey, Jr., CRPS®

Principal | Partner

Ed Hickey has more than 18 years experience in retirement planning and asset management. He serves a broad range of client needs from financial planning and wealth management  for individuals and families, to retirement plan consulting for businesses and corporations seeking experienced and knowledgeable advice in a rapidly changing regulatory environment.

Ed is committed to providing clients with impartial advice, innovative strategies and experienced guidance across all their financial needs. Ed has been named to the LPL Financial Masters Level program for eleven consecutive years from 2005 through 2015. This distinction is based on a ranking of all registered advisors supported by LPL Financial based on total revenue, and is awarded to less than ten percent of the firm’s approximately 14,000 advisors nationwide. He was recognized as a select Five Star Wealth Manager* as mentioned in New Hampshire Magazine for five consecutive years, in 2012-2016, and is an active member of the Financial Services Institute (FSI).

Ed is a Chartered Retirement Plans Specialist (CRPS®). CRPS® designees can provide an understanding of how to establish an efficient retirement plan and help ensure and promote compliance with plan rules. A CRPS® designee can help Plan Sponsors evaluate the financial status of a business and design an appropriate plan for employees. Ed can provide the knowledgeable advice needed on issues such as qualified plans, the eligibility and deductibility of IRA contributions, profit sharing plans, stock bonus plans, 401(k) plans, distribution planning and much more. He can also help explain the details of establishing investment policy and objectives as well as the termination of a plan.

Ed holds the Series 7, 24, 31 and 51 securities registrations with LPL Financial. He also holds a Series 66 securities registration with LPL Financial as well as his State of New Hampshire Life, Accident & Health Insurance license. Ed earned his Bachelor of Science degree in Mathematics from Bentley College.

He and his wife Suzie reside in Hooksett, NH with their three sons. Ed enjoys family time, fishing, water sports, snow skiing, and coaching his sons’ sports teams. He is very active in Hooksett and the surrounding community. Ed is a current board member of the Hooksett Youth Athletic Association, Hampshire Controls Corporation and his homeowner’s association. He coaches soccer, flag football, and basketball. He serves as a referee coordinator for both flag football and soccer, and is a patched soccer referee. Ed is also active in the Boy Scouts, and serves as the Assistant Scoutmaster of Troop 135 in Manchester, NH.

*Five Star Wealth Manager is an award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014, 2015 and 2016 Five Star Wealth Managers.