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Daniel J. Rivet, CFP

Senior Wealth Management Advisor

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“For me, the real power of financial planning is in the details—when everything aligns, the numbers tell a clear story. But what I truly value is building long-term, trusting relationships with clients and being someone they can count on, not just for the plan, but for the journey.” ​

– Daniel J. Rivet

CREDENTIALS 

MEET DANIEL!

Dan serves as a Senior Wealth Management Advisor at The Foundry Financial Group. Since joining the firm in 2017, Dan has taken on the role of firm Integrator, coordinating across departments to ensure cohesive and aligned operations. His commitment to professionalism and teamwork reflects the core values of The Foundry, where collaboration and client-centered service are paramount.

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Dan earned his Bachelor of Science in Finance and Management from the University of New Hampshire in 2017. He is also an associate member of the National Association of Personal Financial Advisors (NAPFA) and a member of the Financial Planning Association, underscoring his dedication to fee-only, fiduciary advising.

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Dan is naturally analytical and highly detail-oriented—traits that make him a trusted advisor when it comes to crafting thoughtful, personalized financial strategies. When building financial plans, Dan’s thorough approach helps clients uncover opportunities and avoid missteps others might miss.

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Originally from Massachusetts, Dan spent summers on Lake Winnipesaukee in Meredith, New Hampshire, where he developed a deep appreciation for the area’s natural beauty and community. Outside of work, Dan enjoys playing hockey, spending time on the lake with friends and family, and is an avid golfer who embraces the challenge and continual pursuit of improvement.

Contact

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

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The Foundry Financial Group, Inc.

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CONTACT US:
Call Us: 603-528-5171
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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.


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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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