top of page

Foundry Financial Group, Inc.

About

At The Foundry Financial Group, based in Laconia, New Hampshire, we are dedicated to providing personalized, fee-only financial advice to individuals, families, and businesses throughout the Lakes Region—including Gilford, Meredith, Plymouth, Concord, and Wolfeboro. While we're rooted in New Hampshire, we proudly serve clients across the United States, offering trusted financial guidance no matter where you call home.Our team of experienced financial advisors offers comprehensive services, including retirement planning, investment management, and financial planning, all designed to help you achieve long-term financial security. With a commitment to clarity, transparency, and fiduciary responsibility, we empower our clients to make informed decisions and confidently navigate their financial journey. Whether you’re preparing for retirement, managing wealth, or planning for the future, we’re here to guide you every step of the way. We abide by our core values; professionalism, positivity, teamwork, candor, and kindness.

1 Group photo for happy national advisor day_edited.jpg

The Foundry Financial Group
Our Mission & Vision

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.
 

"Our vision is to empower you with clarity and confidence, guiding you through every stage of life and ensuring that your financial journey unfolds seamlessly."

​

– Michael H. Fogarty, CFP®

Mike Sarah Dan Website photo.jpg

Our History

Founders of The Foundry Financial Group

The Foundry Beginning

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

Laconia, New Hampshire.

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 Home

Laconia New Hampshire History
Candid ops team.jpg

The Core Foundry 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 through 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.

Schedule A 15-Minute Introductory Call!
THIS SCHEDULING TOOL IS STRICTLY RESERVED FOR  NEW PROSPECTS. 

The Foundry Financial Group Logo

HOME >

OUR SERVICES >

FEES>

MEET YOUR TEAM >

FAQS>

CONTACT >

CLIENT CENTER>

ABOUT >

CAREERS>

BLOG >

The Foundry Financial Group, Inc.
67 Water Street, Suite 101
Laconia, New Hampshire 03246

​

HOURS:

MON-FRI: 8AM-5PM

SAT-SUN: CLOSED

LET'S GET SOCIAL! 

  • Facebook
  • LinkedIn

Copyright © 2025
The Foundry Financial Group, Inc.

WEBSITE PROUDLY CREATED BY WICKED SOCIAL

CONTACT US:
Call Us: 603-528-5171
Toll Free: 833-620-2502 

​Fax: 603-524-0769

support@foundryadvisors.com

IMPORTANT DISCLOSURE INFORMATION

The Foundry Financial Group, Inc. (“The Foundry”) is an SEC registered investment adviser located in Laconia, New Hampshire.  A copy of The Foundry current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request.

​

The Foundry may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. The Foundry’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of The Foundry’s web site on the Internet should not be construed by any consumer and/or prospective client as The Foundry’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by The Foundry with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.  A copy of The Foundry’s current written disclosure Brochure and Form CRS discussing The Foundry’s business operations, services, and fees is available on this web site and/or from The Foundry upon written request. The Foundry does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to The Foundry’s web site or incorporated herein, and takes no responsibility therefor.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by The Foundry), will be profitable or equal any historical performance level(s).

​

Certain portions of The Foundry’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, The Foundry (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from The Foundry, or from any other investment professional. The Foundry is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.


Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations,  nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the  investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm. 

​

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to The Foundry’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from The Foundry, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to The Foundry’s web site, to release and hold harmless The Foundry, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from The Foundry.

bottom of page