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The Foundry Financial Group, Inc.

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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 personal 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.

11/05/2026

🐾 Veterinarians: Is retirement saving on your to-do list?

After years of veterinary school, internships, residencies, and student loan payments, getting a late start on retirement savings is more common than you might think.

The good news? Your 30s are still a great time to build momentum! 📈

From maximizing employer matches to choosing the right retirement accounts and balancing student loan payments, there are practical steps you can take to get your financial future on track.

💡 Starting late doesn't mean you're out of time. It means it's time to make a plan.

Read our latest article by Daniel Rivet, CFP®, for a catch-up strategy designed specifically for veterinarians: 🔗 https://www.foundryadvisors.com/post/starting-to-save-late-a-catch-up-plan-for-vets-in-their-30s

10/30/2026

💡 A little financial insight can go a long way!

Do you know how your financial planner gets paid?

Brady Martin of The Foundry Financial Group shares helpful perspectives to keep you informed and confident as you navigate your financial journey.

10/26/2026

🍂 There’s something special about calling the Lakes Region home!

At The Foundry Financial Group, we’re grateful to live and work in a community filled with beautiful fall scenery, amazing local businesses, and wonderful families. ❤️

As the leaves change, we’re reminded why we’re so proud to serve the people and businesses right here in our own backyard. Here’s to enjoying everything that makes the Lakes Region so special! 🍁

10/23/2026

🦷 Your Practice Is Growing. Is Your Financial Plan Growing With It?

As a dental practice owner, your financial and tax strategies should evolve alongside your business. From retirement planning to managing practice expenses, proactive tax planning can help you make more informed financial decisions.

📖 Explore our latest blog for 3 tax planning considerations every dentist should know.

Read our recent blog post to learn more: https://www.foundryadvisors.com/post/tax-planning-considerations-for-dentists

10/05/2026

💰 The “Blue Collar Millionaire”

When you hear “millionaire,” you might picture a Wall Street investor or business executive.

But many successful people built their wealth differently. They’re the small business owners, contractors, tradespeople, and families who worked hard, lived within their means, invested consistently, and made smart financial decisions over time. 👷‍♂️🔨

Building wealth is one challenge. Knowing what to do with it is another.

How much do you need to retire? When should you start taking money out? How can you minimize taxes? And how do you actually enjoy the wealth you’ve worked so hard to build?

You may already be a Blue Collar Millionaire. The next question is: What are you going to do with it? A conversation with The Foundry could help you make the most of what you’ve built. Let’s talk!

🔗 Read our full blog post: https://www.foundryadvisors.com/post/the-blue-collar-millionaire

09/29/2026

☕️ Happy National Coffee Day!

At Foundry Financial, some of our best conversations start over coffee. Today, we’re raising our mugs to one of our favorite local spots: Wayfarer Coffee Roasters - Laconia, NH in Laconia, NH!
Our team has a little bit of everything on the order:

☕ Josh: hot Americano
🧊 Dan and Brady: cold brew
🍯 Ava and Melissa C.: iced caramel oat milk lattes please!
🤍 Sarah and Melissa M.: hot vanilla lattes
🎃 Jessica: the Oh My Gourd latte, a pumpkin spice specialty
☕ Mike: classic hot black coffee – as always

Thanks for keeping us fueled, Wayfarer! What’s your go-to coffee order?

09/28/2026

🏔️ A Day on the Trails (+ Ales!)

We had an incredible time getting out of the office and onto the trails for our client ATV event in Lisbon, NH! 🌲🏁 It was a great day filled with beautiful scenery, plenty of adventure, and even better company.

After the ride, we headed over to Schilling B**r Co. in Littleton to enjoy some food, drinks, and time together. 🍻

A big thank you to all of our clients who joined us and helped make the day such a great one. We always enjoy getting the opportunity to connect, have some fun, and create memories outside of the office!

Until the next adventure!

09/23/2026

Nothing beats a summer day at the lake! ☀️🌊

This past week, our Foundry team came together with their families for our annual summer party. It was a great afternoon filled with good food, plenty of laughs, and time spent together outside of the office.

A big thank you to Gusto Italian Café for providing the delicious food and desserts! 🍰🇮🇹 Gusto Italian Cafe

And of course, we have to give a special shoutout to Lucas for showing off his co****le super powers! 🎯 Check out this slow motion bag toss in action. We may have found Foundry’s next co****le champion!

09/09/2026

We may not be down at Gillette Stadium, but our team at The Foundry is getting in the spirit as we wait for the opening kick-off of the 2026 season. Go Patriots!!! 🏈🏆🌭🍔

09/07/2026

🇺🇸 Happy Labor Day!

Today, we’re taking a moment to recognize the hard work, dedication, and contributions of workers across the country. From tradespeople and teachers to healthcare workers, business owners, first responders, and everyone in between, so much of what makes our communities thrive is built by the people who show up and put in the work every day.

Wishing everyone a safe and relaxing Labor Day weekend. Take some time to enjoy the long weekend, spend time with the people you love, and celebrate the work that keeps our communities moving forward.

Happy Labor Day from all of us at The Foundry Financial Group! 🇺🇸

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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