Essential Planning, LLC

Paul Doran is a financial advisor at Essential Planning, LLC with 23 years of industry experience. He has worked at Valmark Securities, Inc. since 2020 and Purshe Kaplan Sterling Investments from 2016 to 2020. In addition to his advisory role, he serves on the board of directors for the Wolfeboro Area Recreation Association, a nonprofit recreational facility in Wolfeboro, NH. Essential Planning, LLC provides personalized financial planning and investment management to individuals, trusts, and estates, managing approximately $440 million for around 535 clients. The firm employs a strategic asset-allocation core-and-satellite approach using primarily passively managed index funds and ETFs, with many accounts managed on a discretionary basis.

Andrew Lord is a ChFC® credentialed financial advisor with 36 years of industry experience. He has been with Essential Planning, LLC since 2002 and has also worked at ValMark Securities, Inc., Purshe Kaplan Sterling Investments, Investors Capital Corporation, Connecticut Mutual Life Insurance Co., and Provident Mutual. Outside of advising, he is involved in commercial real estate ownership and operations in Portsmouth, NH. Essential Planning, LLC provides personalized financial planning and investment management services to individuals, trusts, and estates, managing over $439 million across approximately 535 clients. The firm employs a strategic asset-allocation approach using primarily passively managed index funds and ETFs, with selective active fund investments.

Hunter Lord is a financial advisor at Essential Planning, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Valmark Advisers, Inc. and Purshe Kaplan Sterling Investments, Inc. Prior to his advisory career, he was involved with Social Brew Cafe. Essential Planning, LLC provides personalized financial planning and investment management services to individuals, trusts, and estates, utilizing a strategic asset-allocation approach that combines passively managed index funds and ETFs with selected active funds.