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Croft Financial Planning

As a fee-only and advice-only financial planner, I prioritize your best interests with no sales or commissions—just personalized, objective guidance. My comprehensive approach to financial planning follows a 7-step process. It is designed for clients who want to stay actively involved in managing their assets while working collaboratively with a trusted advisor.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Brett Croft, CFA, CFP®, CTFA
NAPFA-Registered Financial Advisor
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

70 Winding Brook Road Newbury, NH 03255 Phone: +1‪(802) 952-0209‬

Primary Office

70 Winding Brook Road Newbury, NH 03255 Phone: +1‪(802) 952-0209‬
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