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The Foundry Financial Group Welcomes Rivet and Anderson to Shareholder Team

  • Writer: Cassidy Riendeau
    Cassidy Riendeau
  • Nov 6
  • 2 min read

Laconia, New Hampshire — The Foundry Financial Group, Inc., a fee-only Registered Investment Advisory firm serving clients throughout the Lakes Region and beyond, is pleased to announce that two key members of its advisory team, Daniel J. Rivet, CFP® and Sarah M. Anderson, CFP®, have joined firm President Michael Fogarty, CFP® as shareholders of the firm. In addition to their ownership roles, Mr. Rivet has been appointed Vice President, and Mrs. Anderson has been appointed Treasurer.


Michael Fogarty will continue to lead the firm in his current role. “This is an exciting milestone for our team and our clients,” said Fogarty. “Dan and Sarah have demonstrated exceptional professionalism, integrity, and dedication to the people we serve. Their commitment to our firm’s mission and core values makes them natural additions to the ownership group. I look forward to continuing our work together for many years to come.”


About Daniel J. Rivet, CFP®

Daniel J. Rivet grew up in North Andover, MA and spent his summers at his family’s camp in Meredith, NH.  He graduated from the University of New Hampshire in 2017 with a Bachelor of Science degree in Finance/Management and joined The Foundry Financial Group after graduating. Rivet is a senior advisor at the firm and has served on the leadership team since 2021. He is a Certified Financial Planner™ professional.


About Sarah M. Anderson, CFP®

Sarah M. Anderson is a lifelong resident of Wolfeboro, NH.  She graduated from High Point University in 2013 with a Bachelor of Science degree in Mathematics. Anderson, a Certified Financial Planner™ professional, joined The Foundry Financial Group in June 2019. Anderson is a senior advisor at The Foundry and has served on the company’s leadership team since 2021.


Continuing a Tradition of Client-Focused Service

The addition of Rivet and Anderson as shareholders reflects The Foundry Financial Group’s long-term commitment to continuity, stability, and the ongoing delivery of personalized financial guidance.


“This step reinforces our shared dedication to serving clients with independence, objectivity, and care,” Fogarty said. “Our clients place great trust in us, and strengthening our leadership team ensures that we will continue to honor that trust well into the future.”

The Foundry Financial Group Welcomes Rivet and Anderson to Shareholder Team

 

About The Foundry Financial Group, Inc.

The Foundry Financial Group, Inc. is a fee-only SEC Registered Investment Advisory firm located in Laconia, New Hampshire, providing comprehensive financial planning and investment management services to individuals, families, and businesses.


The Foundry shareholders from left to right, Daniel J. Rivet, CFP®, Michael H. Fogarty, CFP®, Sarah M. Anderson, CFP®

For More Information, please contact Michael Fogarty at (603) 528-5171 or mfogarty@foundryadvisors.com

 

 

 
 

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The Foundry Financial Group, Inc.
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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.


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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