Plan with a Partner
INDEPENDENT FEE-ONLY FIDUCIARY ADVISORS
Retired or Approaching Retirement
The transition to retirement is an overwhelming experience. As your partner, we help you build a long-term strategy for meeting life’s challenges helping you lead a more prosperous life.
CLICK HERE for a copy of our Retirement Readiness Assessment.
Professionals and Diligent Savers
Good financial habits are critical to those starting out. Balancing the needs of buying a home, paying for education, raising a family, and saving for retirement requires continuous attention and diligence. We can help you.
Academics and Other Higher Ed Employees
Academics and other employees of higher educational institutions have unique needs. The Foundry has dedicated advisors with nuanced understanding of those needs, your benefit programs, and the diverse career tracks in your field.
CLICK HERE for more information.
Employer Retirement Plans
Designing, managing, and funding an effective plan for your business is a key part of our work with business owners and plan committees. We use our resources, experience, and teamwork to help deliver cost-effective plans for you and your employees.
Advisory Team
|
Michael H. Fogarty, CFP® |
N. Kevin Flaherty, CFP® |
Sarah Anderson, CFP® |
|
Daniel J. Rivet, CFP® |
Jennifer Williams |
|
Operations Team
|
Rachel Dadian |
Nicole Calegari |
Melissa Mallahan |
It is our mission to plan prosperous futures for our clients
Through our diligence, professionalism, and a unique client experience, The Foundry will make a difference in the lives of our clients and their families, and the community at-large. As we seek to achieve our mission, we are guided by our core values:
PROFESSIONALISM
FLEXIBILITY
OPTIMISM
TEAMWORK
KINDNESS
Our History
Daniel “Chuck” Fogarty began his business career in 1979 and opened a successful financial services office in the lakes region. Natalie Fogarty, his wife worked closely with Chuck as the office’s financial planning and investment representative. In 1989, Natalie Fogarty incorporated The Foundry Financial Group, Inc. and soon after filed as a Registered Investment Adviser. In 1991, their son Michael Fogarty joined their business. In 2002, Michael became the president of The Foundry, and he continues to lead the company today.
“As the company continues to grow, I am focusing much of my effort on developing the next generation of financial advisors. We want to bring the benefits of personalized planning and our investment management experience to more people and businesses who are looking for a partner in their financial decision-making.” - Michael H. Fogarty, CFP®, President
Our Home
The offices of The Foundry Financial Group are located in the historic Foundry building in downtown Laconia. Once home to railcar manufacturing company and later a successful foundry operation, the building was renovated by the several other local business people, including Chuck and Natalie Fogarty to create a professional office location that would remain consistent with our local heritage.
Our services are designed to serve your wealth management needs with clear, objective advice.
Financial Planning
Our planning team will get to know your most important goals and guide you through each stage of your financial life.
Investment Management
We will help you develop and execute a customized investment plan based on your unique goals and temperament with low fees and tax-sensitivity.
Employer Sponsored Plans
Business owners need clear advice to choose the right retirement plan for their companies. Our team is ready to help.
Our Fees
Our Fees
We are committed to full fee transparency, and we never receive commissions on the products we recommend.
Financial Planning
Our planning team will get to know your most important goals and guide you through each stage of your financial life.
Investment Management
We will help you develop and execute a customized investment plan based on your unique goals and temperament with low fees and tax-sensitivity.
Employer Sponsored Plans
Business owners need clear advice to choose the right retirement plan for their companies. Our team is ready to help.
Our Fees
We are committed to full fee transparency, and we never receive commissions on the products we recommend.
Choose get started
Choose “Get Started” to schedule an initial introductory phone call. Ask us questions to make sure we are the right fit.
Discovery Meeting (Getting to know you)
This is the foundational meeting where we want to learn about you and your family; your work and business history, understand your dreams and financial goals and dig into your experience with money and financial matters.
Analysis and Recommendations Meeting
We will look at where you are and where you want to be, and then layout our strategies to address gaps and opportunities in your plan.
Implementation, Monitor, and Review
We get to work on building your financial future!
The Foundry Client Center
To allow you to easily view your plan information, we give you access to the following services.
Financial Plan Portal
Emoney is your access point for viewing your financial plan and sharing documents. Connect your accounts for real-time plan updates.
Investment Custodian
NetXInvestor® is an innovative and intuitive platform giving you instant access to account and tax statements, trade confirmations and more.
Portfolio Reporting
View all of the accounts we supervise for you in one, easy-to-access consolidated report.
Ready to begin?
The Foundry Financial Group, Inc.
67 Water Street, Suite 101
Laconia, New Hampshire 03246
603-528-5171 | Email Us
9 Madbury Road, Suite 102
Durham, New Hampshire 03824
603-397-3831 | Email Us
Laconia, New Hampshire
Durham, New Hampshire