Plan Prosperity

Plan with a Partner

INDEPENDENT                   FEE-ONLY         FIDUCIARY ADVISORS

Who We Serve

Retired or Approaching Retirement

The transition to retirement is an overwhelming experience. As your partner, we help you build a long-term strategy for meeting life’s challenges helping you lead a more prosperous life.

Professionals and Diligent Savers

Good financial habits are critical to those starting out.  Balancing the needs of buying a home, paying for education, raising a family, and saving for retirement requires continuous attention and diligence.  We can help you.

Employer Retirement Plans

Designing, managing, and funding an effective plan for your business is a key part of our work with business owners and plan committees. We use our resources, experience, and teamwork to help deliver cost-effective plans for you and your employees.

About Us

Michael H. Fogarty, CFP®
President, Wealth Management Advisor

Sarah Anderson, CFP®
Wealth Management Advisor

Daniel J. Rivet, CFP®
Wealth Management Advisor

Joshua Allen
Wealth Management Advisor

Melissa Mallahan
Retirement Plan Assistant

Rachel Dadian
Client Service Specialist

Kristene Dauteuil
Operations Manager

 

Mission and Values

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:

 

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 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.

 
Our History

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

Our Home

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 Services

Our services are designed to serve your wealth management needs with clear, objective advice.

Financial Planning

Financial Planning


Our planning team will get to know your most important goals and guide you through each stage of your financial life.

Learn More

Investment Management

Investment Management


We will help you develop and execute a customized investment plan based on your unique goals and temperament with low fees and tax-sensitivity.

Learn More

Employer Sponsored Plans

Employer Sponsored Plans


Business owners need clear advice to choose the right retirement plan for their companies. Our team is ready to help.

Learn More

Our Fees

Our Fees


We are committed to full fee transparency, and we never receive commissions on the products we recommend.

Learn More

Financial Planning

Our planning team will get to know your most important goals and guide you through each stage of your financial life.

Learn More

Investment Management

We will help you develop and execute a customized investment plan based on your unique goals and temperament with low fees and tax-sensitivity.

Learn More

Employer Sponsored Plans

Business owners need clear advice to choose the right retirement plan for their companies. Our team is ready to help.

Learn More

Our Fees

We are committed to full fee transparency, and we never receive commissions on the products we recommend.

Learn More

Next Steps

N

Choose get started

Choose “Get Started” to schedule an initial introductory phone call.  Ask us questions to make sure we are the right fit.

N

Discovery Meeting (Getting to know you)

This is the foundational meeting where we want to learn about you and your family; your work and business history, understand your dreams and financial goals and dig into your experience with money and financial matters.

N

Analysis and Recommendations Meeting

We will look at where you are and where you want to be, and then layout our strategies to address gaps and opportunities in your plan.

N

Implementation, Monitor, and Review

We get to work on building your financial future!

The Foundry Client Center

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

Financial Plan Portal

Emoney is your access point for viewing your financial plan and sharing documents. Connect your accounts for real-time plan updates.

Investment Custodian

Schwab is an innovative and intuitive platform giving you instant access to account and tax statements, trade confirmations and more.

Portfolio Reporting

View all of the accounts we supervise for you in one, easy-to-access consolidated report.

Ready to begin?

The Foundry Financial Group, Inc.

67 Water Street, Suite 101
Laconia, New Hampshire 03246

603-528-5171 | Email Us

6 + 8 =

Laconia, New Hampshire

Copyright © 2024
The Foundry Financial Group, Inc.