Three Bearings Fiduciary Advisors, Inc.

Three Bearings Fiduciary Advisors, Inc. is a Financial Planner in Hampton, NH, operating as a fee-only financial planning and investment management firm in southern New Hampshire. The firm provides financial planning services and investment advice on behalf of clients' best interests, with compensation derived exclusively from client fees. Services include comprehensive financial planning, retirement planning, and municipal trustee services. The firm assists clients at various career stages, offering guidance on early career savings, company retirement plan utilization, Roth versus traditional contributions, and investment options. For those nearing retirement, the firm helps manage wealth drawdown strategies, investment risk, and Social Security decisions. Clients can exchange confidential data through a secure document portal.

The firm’s name reflects a navigation tactic used in uncharted waters, employing three bearings to maintain a course without assuming current effects. This methodology underscores the firm’s fiduciary duty, built on the core values of trust, loyalty, and transparency. The firm requires clients to understand compensation structures and potential conflicts of interest, providing a Client Relationship Summary (Form CRS) to outline these working relationships. A complimentary consultation is available to help clients begin their financial planning journey.

David Mayes, MA, EA, CRPC, CRPS, IACCP, CIMA, CFP, serves as President and Chief Investment Officer. He holds a Master’s degree from the University of New Hampshire and worked as a research assistant in economics and finance. His professional background includes serving as an Economist for the U.S. Department of Labor’s Bureau of Labor Statistics and teaching economics and finance at Kennesaw State University. He consulted for state and local governments and the private sector before entering financial services in 2003 as a sole practitioner. He later worked at Granite Bank and Mascoma Savings Bank, joined Mackensen & Company in 2008, purchased the firm in 2012, and merged it into Three Bearings Fiduciary Advisors.

Three Bearings Fiduciary Advisors, Inc. is located at 380 Lafayette Rd UNIT D in Hampton, NH. The firm combines navigational precision with a fiduciary commitment to provide a clear, fee-only path to long-term financial goals for clients in southern New Hampshire.

Three Bearings Fiduciary Advisors is situated on Lafayette Road in Hampton, New Hampshire, near the intersection with Winnacunnet Road and about a tenth of a mile from Centre School.

BizScoreAI assigns a Discoverability score of 75 out of 100, which measures whether AI crawlers are allowed in and can find every page of the website, the first step before any AI assistant can recommend the business. The firm also holds a Performance score of 74 out of 100, which measures how quickly the website loads, which keeps visitors on the page and is one of the factors search engines use in ranking.