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Thomas Macpherson

Advisor at Nintai Investments LLC

Updated today

Location

Warren, NH

Credentials

Series 65

Industry experience

9 years

About

Thomas Macpherson is a financial advisor at Nintai Investments LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Dorfman Value Investments LLC for three years. In addition to his advisory role, he publishes investment commentary and serves on a nonprofit board. Nintai Investments LLC is a single-advisor firm providing discretionary portfolio management and investment advisory services to individuals, businesses, family offices, foundations, and endowments. The firm employs a fundamental value investment approach focused on concentrated equity portfolios, using discounted cash-flow models and quality screens to select primarily long positions in U.S. and select non-U.S. companies.

Client services

Based on Nintai Investments LLC

Portfolio management

Expertise

Based on Nintai Investments LLC

Active portfolio management

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Fee options

Percentage

0.75% of all assets per year, payable quarterly in advance at 0.1875% per quarter

Other

Account minimum: $2,500,000

Location

Warren, NH

Most active in

New Hampshire

Work history

Nintai Investments LLC

2018 - Present (8 years)

Dorfman Value Investments LLC

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Silvia M

CFP®, CFA®

Orford, NH

Manent Capital

Optimize Your Investments and Save Thousands in Taxes. Easily. Strategically. Effectively. If you’re looking for a Certified Financial Planner (CFP®), we’re here to help. Located in Boston, MA, but serving clients worldwide, we specialize in helping female investors and small business owners with financial planning, tax and estate solutions, and investment management. DOES THIS SOUND LIKE YOU? You are a high-income professional making six figures but feel like you don’t have a big enough savings. You know you should be saving & investing but you’re not really doing it. Taxes, cash flow, and investing give you anxiety. You don’t know if you’re spending too much money in your business and personal life. It seems like your revenue is growing, but some months are better than others, and you don't know how to balance it out. You lack the confidence and clarity to make business and personal financial decisions. There's money coming in and going out, but you have no idea where it goes. Services We Offer: Investment & Financial Planning Services Imagine not having to constantly monitor fluctuating markets, ever-changing tax legislations, or adapting to new financial laws. We take care of all of that for you, offering a comprehensive service that handles all the complexities of financial management on an ongoing basis, giving you the peace of mind to focus on what you love most. VIP Financial Planning Day Ever wish you could just press a button and have all your financial life neatly sorted and optimized in just a day? Well, wish no more because our VIP Day is pretty much that! In just one power-packed day, we’ll dive deep into your finances, give you expert advice, and you’ll walk away with a clear financial roadmap tailored just for you and your business. And don’t worry, we keep it all jargon-free and super approachable! Investing DIY Courses Starting on that financial journey but not quite ready to go all-in with a personal financial advisor? Our DIY Investing Courses are pretty much like having a financial bestie in your pocket, guiding you as you take those first exciting steps in the investment world. All the tips and tricks packaged in a fun, easy-to-follow course that won’t break the bank. Its your friendly guide to starting on investments, where you call the shots, learning at your pace, and get that expert guidance you’ve been looking for!

Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Business Financial Management Self-Employed Women Professionals Gen Y/Millennials (Born 1980-1995)

Matt S

CFP®, CFA®

Plymouth, NH

Sheer Empowerment Financial, LLC

I started my career in Boston working with ultra-high-net-worth clients at a large wealth management firm. After more than a decade in that environment, I realized I wanted a different kind of success — one built around health, family, and purpose. In 2018, my wife and I relocated our family to the White Mountains of New Hampshire, where we’re raising our two kids and running our own businesses. That experience of stepping off the traditional path deeply shapes the way I now serve my clients. At Sheer Empowerment Financial, I work with mid-career professionals, parents, and self-employed individuals who are navigating transitions and want to bring more clarity and intention to their money. Whether you’re changing careers, growing a business, planning for kids, or simply seeking alignment between your finances and your values, I’ll help you simplify the complex, make thoughtful decisions, and move forward with a plan that reflects what matters most. I’m an advice-only, flat-fee planner — no product sales, no portfolio minimums, and no hidden agenda. My role is to provide you with objective, practical strategies and clear steps you can actually take. Ongoing support is available if you want a long-term partner, but it’s always flexible: some clients prefer periodic check-ins, while others just need a comprehensive plan or a focused session to gain confidence in their next move. As a CFA® Charterholder, CFP® professional, and Certified Health & Wellness Coach, I bring both technical expertise and a holistic perspective. Because money decisions don’t exist in isolation — they shape how you spend your time, manage your energy, and build the life you envision. If you’re looking for expert guidance from someone who’s been through major transitions himself, I’d love to connect. Together we can design a financial plan that reflects your values, supports your goals, and gives you the freedom to create the life you truly want.

Business ownership considerations Business exit / sale strategy Founder/Business Owner Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)
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Sarah G

Series 65

Lyme, NH

FULLA Financial Planning

Sarah Glass is a financial advisor at Fulla Financial Planning in Lyme, NH, holding a Series 65 designation. She has been with Fulla Financial Planning since 2024 and has prior experience at Southern New Hampshire University and the organization Sisters in Crime. Fulla Financial Planning is a fee-only advisory firm serving individuals and high net-worth clients with investment management and financial planning services. The firm employs asset-allocation and Modern Portfolio Theory principles, offers both discretionary and non-discretionary portfolio management, and provides educational seminars on investment and personal finance topics.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement withdrawal strategies General tax planning
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Kimberly D

CFP®, Series 63, Series 66

Thornton, NH

Facet

Kimberly Du Laurence is a Certified Financial Planner® with 21 years of industry experience. She has been with Facet Wealth since 2020 and previously worked at Tiaa and Citizens Financial Group. Kimberly holds Series 63 and Series 66 licenses. Facet Wealth serves individual members across a broad range of net worth levels through subscription-based financial planning that includes investment management. The firm uses technology-driven, model-based asset allocation primarily with ETFs and offers additional strategies such as direct indexing and tax-loss harvesting at certain service tiers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner
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Edward S

Series 66

Bradford, VT

Commonwealth Financial Network

Edward Scribner is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation. He has been affiliated with Scribner Financial Services, Inc. since 2000 and joined Commonwealth Financial Network in 2023. He is based in Bradford, Vermont. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while providing operational and compliance support to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Bobette S

ChFC®, Series 63

Bradford, VT

Commonwealth Financial Network

Bobette Scribner is a ChFC® credentialed financial advisor with 40 years of industry experience. She is currently affiliated with Commonwealth Financial Network and owns Scribner Financial Services, Inc. Her prior experience includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operations, trading, technology, investment management, compliance, and practice-management support.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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