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The Foundry Client Center

To allow you to easily view your plan information, we give you access to the following services.

The Foundry Client Portal

Powered by Advyzon. View consolidated account information and quarterly reports. Store and share documents securely through client document vault.

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Use this portal to: 

  • View portfolio balances and holdings

  • Upload and share documents with your advisor

  • Download Schwab tax documents and monthly statements

  • Downloadable App - myAdvisorLink

Schwab Alliance

Through Charles Schwab & Company, our investment custodian, clients can electronically establish and manage investment accounts, initiate deposits, and process service requests.

 

Use this portal to:

  • View investments directly from Charles Schwab, our primary custodian

  • Access tax documents and monthly statements

  • Make deposits into Schwab accounts

  • View transaction information

  • Access investment prospectuses and reports

Financial Plan Portal

Powered by eMoney. Connect your accounts for real-time plan updates.

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Use this portal to:

  • View and update asset and liability values

  • Link external accounts to your financial plan

  • Run financial plan reports to review with your advisor

  • Track spending and create budgets

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

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

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HOURS:

MON-FRI: 8AM-5PM

SAT-SUN: CLOSED

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-Firm Brochure - Form ADV Part 2A​

-Form CRS

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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.

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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).

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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. 

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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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP board's initial and ongoing certification requirements. 

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