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The Foundry Financial Group, Inc.

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United States
Laconia, NH
The Foundry Financial Group, Inc.

Being wealthy means having money. Prosperity is knowing what to do with it. Regular client contact is a critical component of a successful advisory relationship.

At The Foundry Financial Group, our role is to simplify your financial life and bring clarity to all of your financial decision-making. By helping you manage your wealth, it is our goal to provide you with peace of mind and a sense of security. Our unique process helps you invest with confidence, achieve your goals, and enjoy the fruits of your hard work. Our entire business is built around person

al relationships with our clients – retirees, diligent savers, professionals, business owners, academics, and other successful individuals. We pride ourselves on a proactive approach to client service. When your financial situation changes, we deliver thoughtful, reassuring solutions. Whether you’re planning your family’s future or making important decisions for your company, call on the experts at Foundry Financial Group to start planning your prosperity at a free Discovery Session.

06/08/2026

Another great Foundry Fun Night in the books! ⛳🎉

The team got together at The Tee Box for an evening full of golf swings, friendly competition, lots of laughs, and great team bonding outside the office. To make the night even better, we enjoyed an amazing taco bar from Taste of Legacy Cafe & Catering 🌮👏

We’re incredibly thankful for such an awesome team and always appreciate the opportunity to spend time together beyond the day to day. Nights like these are a great reminder that strong teams are built not only in the workplace, but through the relationships and memories made outside of it too 💙

06/03/2026

Please join us in welcoming our summer intern, Micah, to The Foundry Financial Group! 🎉

Micah is originally from Alton, NH and is currently pursuing his bachelor’s degree at Liberty University in Business Administration, Management, and Financial Planning, with an expected graduation in May 2027. 📚 He also recently passed the Securities Industry Essentials (SIE) exam this January, an impressive milestone as he begins his journey in the financial services industry 👏

Outside of academics and finance, Micah enjoys playing and watching sports including soccer, track, and baseball ⚽🏃⚾ He also loves spending time on Lake Winnipesaukee, especially wake surfing , and hanging out with his Labrador retriever, Molly.

We’re excited to have Micah with us this summer and look forward to being part of his professional growth. Welcome to the team, Micah! 🎊

05/29/2026

Tuition payments are done… now what? 🎓✨

After years of paying for college, that monthly expense is finally behind you and your cash flow just opened up!

Here are a few smart ways to put that money to work:
1. Rebuild or boost your emergency savings
2. Increase your retirement contributions (your future self will thank you!)
3. Pay down any remaining debt

Not sure what the next best step is for your situation? We’re here to help. Get in touch with our team: https://www.foundryadvisors.com/contact

05/25/2026

This Memorial Day 🇺🇸 we honor and remember the brave men and women who gave their lives in service to our country.

💙 At Foundry Financial Group we are grateful for their sacrifice and the freedoms we enjoy because of them. 🙏 Take a moment today to reflect, remember, and thank those who served.

05/21/2026

Don’t miss the match 🔔

One of the most common mistakes we see is not contributing enough to get the full employer match. If your company offers a match, make sure you’re taking full advantage. It’s one of the easiest wins when it comes to building your future 💼✨

Not sure if you’re maximizing your benefits? Let’s talk. Visit our contact page to get started: https://www.foundryadvisors.com/contact

05/18/2026

🌸 Spring Cleaning Isn’t Just for Your Home!
Tax season is over — now it’s the perfect time to tidy up your finances. 🧹💼

Here’s a quick checklist to get started:
✅ Review your budget and cash flow
✅ Revisit retirement contributions & savings goals
✅ Organize important financial documents
✅ Evaluate your investment strategy

A little spring cleaning now can make your financial life easier, clearer, and more secure all year long.

💡 Need help getting organized? Contact Foundry Financial Group today!

https://www.foundryadvisors.com/contact

05/14/2026

For many business owners, retirement is about more than finances 💼

One of the biggest concerns we hear is uncertainty around whether everything they’ve built will translate into long term financial security.

Questions like:
✨ Will I have enough?
✨ Can I maintain my lifestyle?
✨ What happens after I step away from the business?

A thoughtful retirement strategy can help create clarity, flexibility, and confidence for the future. From succession planning to tax strategies and retirement income planning, preparation matters.

Read more on our latest blog! 🔗
https://www.foundryadvisors.com/post/the-biggest-retirement-concern-we-have-seen-from-business-owners

05/10/2026

🌷 Happy Mother’s Day from Foundry Financial Group!

Today we celebrate the incredible women who guide, support, and inspire us every day. Wishing all the moms out there a day full of love, laughter, and appreciation! 💖

05/07/2026

💡 High Earners, Don’t Let Taxes Take You by Surprise!

Even the most successful earners can fall into common tax traps. Here are 3 mistakes high-income individuals often make — and how to avoid them:

1️⃣ Underestimating Tax Brackets - Plan ahead by reviewing income throughout the year and adjusting tax estimates accordingly.
2️⃣ Missing Retirement Contributions – Maxing out 401(k)s, IRAs, and other tax-advantaged accounts can reduce your taxable income significantly.
3️⃣ Ignoring Timing Strategies – Delaying income or accelerating deductions without guidance can backfire. A well-timed strategy can save thousands.

💼 Foundry Financial Group helps you navigate these pitfalls and keep more of what you earn. Avoid surprises this tax season. Plan smarter, not harder.

04/30/2026

🐾 Running a veterinary practice means juggling patient care, business decisions, and financial complexity all at once. But you don’t have to do it alone.

When your CPA and financial planner work together, everything changes. From tax strategy to long term growth, collaboration helps uncover opportunities, reduce costly mistakes, and keep your entire financial picture aligned.

At The Foundry Financial Group, we believe the best outcomes happen when your advisory team is on the same page.
Read more on how coordinated planning can make a real difference for veterinarians 👇
https://www.foundryadvisors.com/post/why-veterinarians-need-their-cpa-and-financial-planner-working-together

Address

67 Water Street, Ste 101
Laconia, NH
03246

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

http://www.foundryadvisors.com/

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