It is our mission to improve lives through financial partnership.

Through our diligence, professionalism, and a unique client experience, The Foundry will make a difference in the lives of our clients and their families, our team members, and the community at-large. As we seek to achieve our mission, we are guided by our core values:

PROFESSIONALISM

For us, professionalism means living up to standards of technical competence, standards of conduct, and a code of ethics.  We commit to presenting ourselves in a manner which inspires confidence and trust in us as individuals, as a firm, and as members of our profession.

POSITIVITY

We place a high importance on creating an energetic and positive work environment and client experience.  Our optimism is grounded in a practical outlook that our efforts we can and will make a difference for our clients, our team, and our community.

TEAMWORK

Teamwork is a hallmark of The Foundry approach. We work together to serve our clients, improve our company, succeed in our careers, and live a meaningful life.  Our teamwork extends to creating long-term continuity for our clients so that their advisory relationship with The Foundry can last for their entire lives.

CANDOR

We will foster honest feedback from clients and co-workers, both positive and negative, as a path to improvement.  We will be constructive and honest in our feedback, and we will be ready to listen and accept criticism.

KINDNESS

We will approach each person with whom we interact with love in our heart.

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.