Upper Valley Financial Consulting is a fee-only financial planning and investment management firm located in Lebanon, New Hampshire. Founded by Stephen M. Monahan II, CFP®, the firm operates under a fiduciary standard, meaning they are legally and ethically bound to act in their clients' best interests. Their mission is to help clients make smart financial decisions through comprehensive planning services that cover various aspects of personal finance, from retirement planning to investment management.

Founded in

United States