Our Services

​Advisors at The Foundry are deeply committed to the financial planning process as the means to help clients achieve their financial potential. We have a practical optimism that is based on the belief that through the thorough planning we can help you improve your financial outcomes.

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Everyday, people make financial decisions that have not been carefully considered. Risks have not been weighed. Options are left unexplored.  Unintended outcomes have not been discussed. A good financial planner helps you get organized, stay accountable, and provides objective advice.

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Your Foundry planner will contact you regularly, proactively offering timely advice.

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At the Foundry, financial planning is more than just managing your investments. It is about a lifetime partnership with a professional who is committed to advice that is in your best interest.

Know What Makes You Different
Before investing, we must have a thorough understanding of your financial plan. What are the key life goals that this money will help you achieve? Our discovery process and understanding of your financial situation puts us in and ideal position to guide your portfolio.

Create a Strategy
Your portfolio should reflect your unique financial plan. Factors to be considered include:

• Risk and return objectives

• The timing of your income and distribution needs

• Charitable considerations

• Trust requirements

• Tax considerations

• Other unique circumstances

Your strategy and our management approach will be clearly outlined in a written investment policy statement.

Execution
Professional investment management allows you the time to enjoy life while we oversee your plan. Our ongoing work includes:

• Research and analysis

• Asset allocation and rebalancing

• Performance Reporting

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We will reach out to you proactively to discuss your needs, review your strategy, answer questions, and keep you informed.

At The Foundry, we understand the unique challenges employers face when offering a company-sponsored retirement plan. You want a solution that’s effective, easy to manage, and financially sustainable—not just for your organization, but for your employees’ long-term well-being. That’s why we’ve designed our services to support both plan sponsors and participants, ensuring your retirement offering is a strategic asset, not a burden.

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Our five pillars of service

• Plan Design

• Fiduciary Support

• Investment Oversight

• Participant Education

• Transparent Cost Management

 

These pillars form the foundation of every retirement plan we manage. We help you build a plan structure that aligns with your company’s goals, keeps you in compliance, and provides meaningful retirement outcomes for your team. From selecting appropriate investment options to conducting ongoing reviews and training, we’re with you every step of the way.

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With deep experience serving businesses across Laconia, NH and the Lakes Region, our team is committed to simplifying retirement plan administration while maximizing its impact. Whether you're launching your first 401(k) or looking to enhance an existing plan, The Foundry provides guidance, fiduciary accountability, and responsive service on which you can count.