CMH Wealth Management, LLC Employee Directory

Financial ServicesNew Hampshire, United States2-10 Employees

CMH Wealth Management is an independent, fee-only wealth management firm located in the heart of the Seacoast in Portsmouth, New Hampshire. As a female-owned and veteran-owned firm, we bring a culture of integrity, service, and long-term partnership to the families we advise.

Because we are independent and not tied to any particular investment products, our advice is designed to be objective and centered on our clients’ best interests. Our fee-only model means we are compensated solely by the clients we serve, allowing us to provide thoughtful, fiduciary guidance without commission or product incentives.
We work closely with individuals and families at pivotal moments in their financial lives, including those building meaningful wealth early in their careers, people navigating major life transitions, and women seeking greater financial clarity and independence. Through comprehensive planning and disciplined investment management, we help clients make confident decisions and build a financial life that supports what matters most.
Rooted in the Seacoast community, CMH combines the sophistication of a large wealth advisory practice with the personalized attention of a boutique firm, helping clients grow, protect, and steward their wealth across generations.

Please see our disclosures at https://cmhwealth.com/wp-content/uploads/2024/08/CMH-Website-Disclosures.pdf

Find CMH Wealth Management, LLC employees' phone numbers or email addresses

CMH Wealth Management, LLC Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

CMH Wealth Management, LLC's Leadership

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    J. P. F.
    Co-Chief Investment Officer
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  • Stylized image of a person
    D. B.
    Director Of Operations
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  • Stylized image of a person
    M. L.
    Wealth Manager
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  • Stylized image of a person
    C. C.
    Office Manager
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  • Stylized image of a person
    D. B.
    Operations Manager
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  • Stylized image of a person
    B. C.
    Principal
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  • Stylized image of a person
    M. K.
    Principal
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  • Stylized image of a person
    N. H.
    Operations
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CMH Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from CMH Wealth Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. P. F.
    Co-Chief Investment Officer
    Phone icon
    United StatesNew Hampshire
    Mar 24, 2026
  • Stylized image of a person
    D. B.
    Director Of Operations
    Phone icon
    United States
    Apr 04, 2024
  • Stylized image of a person
    M. L.
    Wealth Manager
    Phone icon
    United StatesNew Hampshire
    Mar 24, 2026
  • Stylized image of a person
    C. C.
    Office Manager
    Phone icon
    United StatesNew Hampshire
    Aug 03, 2024
  • Stylized image of a person
    D. B.
    Operations Manager
    Phone icon
    UNITED STATES
    Apr 04, 2024
  • Stylized image of a person
    B. C.
    Principal
    Phone icon
    United StatesNew Hampshire
    Feb 26, 2024
  • Stylized image of a person
    M. K.
    Principal
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    N. H.
    Operations
    Phone icon
    United StatesNew Hampshire
    May 31, 2026
  • Stylized image of a person
    M. W.
    Phone icon
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is CMH Wealth Management, LLC known for?

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CMH Wealth Management, LLC was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 100 Market Street Suite 201 Portsmouth, New Hampshire 03801 United States; you can contact the main corporate office by phone at . Explore CMH Wealth Management, LLC's company overview page for more information.

What is CMH Wealth Management, LLC's most common email format?

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CMH Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CMH Wealth Management, LLC email formats with LeadIQ.

How many employees does CMH Wealth Management, LLC have currently?

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CMH Wealth Management, LLC has approximately 9 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are CMH Wealth Management, LLC's key employees and leadership?

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As of May 2026, CMH Wealth Management, LLC's key employees include:

  • Co-Chief Investment Officer: J. P. F.
  • Director Of Operations: D. B.
  • Wealth Manager: M. L.
  • Office Manager: C. C.
  • Operations Manager: D. B.

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