Remarkably personal financial planning in Portsmouth, New Hampshire
At Holistic Planning, we view financial advice through a more integrated lens. We bring your investments, tax strategies, and estate planning together under one roof—so you’re not juggling multiple advisors or worrying about gaps in your plan.
We know New Hampshire’s Seacoast and the values that shape life here. From Portsmouth to Rye, Exeter, and surrounding communities, we understand what matters most to the individuals and families we serve.
Get to Know Alex
Meet Alex Nikulin.
Alex Nikulin is a Certified Financial Planner with 20 years of experience helping people align their finances with what matters most. Born in Estonia and raised in the United States, his personal experience watching his parents navigate financial uncertainty instilled a deep appreciation for stability and informed decision-making shapes how he serves clients today.
“I’ve seen firsthand what financial uncertainty looks like, and I’m here to make sure my clients never have to face it alone.”
Alex Nikulin
Alex believes the best financial advice begins with truly understanding the person behind the plan, and he takes pride in building long-term relationships grounded in trust, accessibility, and genuine care. Outside of work, Alex enjoys hiking, snowboarding, mountain biking, photography, and exploring national parks.
How We Help
What we can help with.
Retirement Planning
We want your last day of work to be as exciting as your first. Our holistic approach to financial planning and money management will help you enter the next phase of your life with confidence. Whether you are just starting your career or about to call it quits, let us help guide you on your unique path to retirement and beyond.
Estate & Trust Planning
You have ideas of what you want your money to do and the legacy you want to pass along, but creating the documents necessary to ensure that is uncomfortable and inconvenient. We leverage third-party software to deliver a streamlined experience, helping you maximize your impact now and well into the future.
Insurance & Risk Management
No amount of planning can protect you from all the uncertainties of life but insurance is useful in protecting against worst-case scenarios. Of course, you hope to never need it, but you’ll be glad you have it if you ever do. We’re not insurance salesmen and don’t earn a commission, so we’ll never put our interest ahead of yours.
Business Retirement Planning
We know that your business is an extension of yourself and an integral part of your goals. We provide unique perspectives on both your business and how those decisions impact your wealth. We offer a variety of tax-advantaged, small-business plans and strategies for business owners, and their employees.
Investment Management
Our investment philosophy is simple: Markets are efficient and you can’t time the market. We believe in balancing long-term growth with enough short-term stability so you can weather all market conditions.
Tax Strategy & Filing
We believe in helping our clients pay less in taxes and keep more of their hard-earned money. Our philosophy is to focus on keeping your lifetime tax bill as low as possible, not just scoring small wins in any single year. Your biggest expense in life is taxes, so why give the IRS a tip?
Charitable Giving
There are many ways to give, whether that’s through your time, knowledge, or assets. What matters most is that you are supporting causes and organizations that align with your values. We will help put you in a position to maximize your impact by ensuring you have a tax-optimized charitable giving strategy. Less money to the IRS means more money to charity.
Financial Behavior Coaching
Holistic Planning goes beyond numbers by integrating Financial Behavior Coaching, helping clients navigate the emotional and psychological aspects of wealth management. Through guided conversations and data-driven insights, we empower clients to make confident, rational financial decisions—minimizing emotional biases, avoiding common pitfalls, and staying committed to long-term goals. By aligning investment behaviors with personal values and financial objectives, we ensure a disciplined approach that leads to sustained financial well-being.
To schedule a call and discuss how we can help you, please feel free to book a time on my calendar.
Alex Nikulin
Financial Advisor
What Our Clients Say
No compensation was given in exchange for these testimonials. All testimonials are actual experiences from clients of Holistic Planning. Every experience is unique, and no experience is identical. We are not aware of any material conflicts of interest.