Three Bearings Fiduciary Advisors, Inc. is a financial planner in Hampton, New Hampshire, serving individuals and families with comprehensive financial planning and investment management services. The firm specializes in retirement planning, investment strategy development, and fiduciary guidance, helping clients set and achieve both short- and long-term financial goals. As a fee-only financial planning firm, it operates with full transparency, ensuring client interests are prioritized above all else. The firm’s services are available to residents throughout southern New Hampshire, with a focus on delivering personalized, goal-oriented advice. It is recognized for its strong reputation, supported by well-documented online information and a website optimized for clarity and search engine accessibility.
The firm’s name reflects its core philosophy: using a three-bearing navigation approach to keep clients on course through complex financial landscapes. This method, inspired by maritime navigation, emphasizes accuracy and adaptability by relying on multiple reference points to correct course without assumptions. The firm’s commitment to fiduciary duty is central to its identity, with advisors legally bound to act in clients’ best interests. The team, led by President and Chief Investment Officer David Mayes, who holds multiple designations including CFP®, CRPC®, and CIMA®, brings extensive academic and professional experience in economics, finance, and tax planning. The firm emphasizes trust, loyalty, and transparency, with all client relationships governed by a clear, documented relationship summary (Form CRS) that discloses compensation and potential conflicts.
Located at 380 Lafayette Road, Unit D, in Hampton, the business sits on a major road just a short drive from the Hampton Town Office, Sacred Heart School, and Centre School. It is situated about 0.2 miles from High Street and approximately 0.1 miles from Winnacunnet Road, placing it within easy reach of key community institutions. The firm’s physical proximity to town government and local schools underscores its deep integration into the local fabric.
Three Bearings Fiduciary Advisors is known for its integrity, client-focused approach, and consistent delivery of high-quality financial guidance. Its strong digital presence, clear communication, and documented professionalism reinforce its standing as a trusted advisor in southern New Hampshire. The firm’s emphasis on fiduciary standards and long-term planning aligns closely with the values of Hampton residents seeking dependable, transparent financial support.