CFSG adds veteran advisor Steve Aiken to New Hampshire team
Community Financial Services Group has hired longtime wealth advisor Steve Aiken as senior vice president and senior wealth advisor, with work centered in Littleton and a planned Moultonborough office. The move expands CFSG’s New Hampshire presence as the firm leans on Aiken’s regional ties and more than 30 years of experience.
Why it matters: - CFSG is adding an experienced advisor with deep local roots as it grows in northern New Hampshire. - Aiken’s arrival supports CFSG’s expansion in Littleton and its upcoming Moultonborough office. - The hire strengthens CFSG’s ability to serve clients across the North Country and Lakes Region.
What happened: - Community Financial Services Group welcomed Steve Aiken as senior vice president and senior wealth advisor. - Aiken will serve clients from CFSG’s Littleton office. - Aiken will also help establish CFSG’s upcoming Moultonborough office. - The announcement was made June 23, 2026.
The details: - Aiken brings more than three decades of experience in wealth management and financial planning. - He previously worked in the investment and trust divisions of Meredith Village Savings Bank. - He later launched his own advisory practice and built a business serving individuals and families throughout the Lakes Region and beyond. - Aiken said he had been running his own business for four years but wanted to expand his services. - Aiken said his move also fit a personal transition as his youngest son prepared to graduate. - Aiken has owned property in Clarksville near Lake Francis for nearly 25 years. - He has spent years traveling throughout the North Country on weekends. - Aiken serves as chair of the Meredith Selectboard. - He remains active in Meredith Rotary. - He chairs the Greater Meredith Rotary Ice Fishing Derby, which raises money for local charities and scholarship programs. - Aiken said his advisory style is rooted in empathy, understanding and caring. - He has worked with clients through retirement, business transitions, divorce, inheritance, loss and other major life events. - Aiken has long used the tagline “Common sense financial planning.” - CFSG President and CEO Joseph Preddy said Aiken brings decades of experience, a strong client-focused reputation and personalized wealth guidance. - CFSG is the trust and investment management affiliate of Community National Bank and National Bank of Middlebury. - CFSG is also the trust and investment non-affiliate for Peoples Trust Company of St. Albans. - CFSG says its accounts are not obligations of, or guaranteed or insured by, any bank, any depository institution, the FDIC, the Federal Reserve Board or any government agency. - Investments involve risk, including possible loss of principal. - CFSG provided contact information for Kristen Kilby at 603-444-5807. - CFSG listed social media and web links, including LinkedIn, Instagram, Facebook and Whitemountainsdirectory listing.
Between the lines: - CFSG is leaning on local credibility as much as technical wealth management expertise. - Aiken’s community roles suggest the firm is betting that trust and regional relationships will help drive growth. - The move also signals that CFSG wants a broader footprint in New Hampshire without losing a small-community advisory style.
What's next: - Aiken will split attention between serving clients and helping build out CFSG’s Moultonborough location. - CFSG is likely to keep emphasizing relationship-based advisory services as it expands in the region. - Aiken said he looks forward to building relationships throughout northern New Hampshire.
The bottom line: - CFSG has added a seasoned local advisor whose experience, civic ties and client-first approach fit the firm’s expansion plans in New Hampshire.
Disclaimer: This article was produced by AGP Wire with the assistance of artificial intelligence based on original source content and has been refined to improve clarity, structure, and readability. This content is provided on an “as is” basis. While care has been taken in its preparation, it may contain inaccuracies or omissions, and readers should consult the original source and independently verify key information where appropriate. This content is for informational purposes only and does not constitute legal, financial, investment, or other professional advice.
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