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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.

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! 🇺🇸

09/04/2026

🎉 Welcome Back, Lucas Beane!

We're excited to officially welcome Lucas Beane back to The Foundry Financial Group as a full-time Wealth Management Associate! Lucas will be working underneath lead advisor, Sarah Anderson, helping clients pursue their financial goals and continuing to grow his career with our team.

Lucas earned his MBA from Bryant University , graduating this past month. He has also successfully passed the CFP® exam, an impressive milestone as he begins his career in wealth management.

Many of you may already recognize Lucas from his time with us as a summer intern in 2024 and 2025. During those two summers, he quickly became a valued member of our team through his enthusiasm, strong work ethic, and eagerness to learn. We're thrilled that he's chosen to continue his career with us, and we can't wait to see all he'll accomplish.

At The Foundry Financial Group, we're proud to invest in the next generation of financial professionals and support local talent as they build meaningful careers right here in our community.

Please join us in giving Lucas a warm welcome back! 👏

08/12/2026

🌎 Foundry Summer Travel Series: Planning a Legacy Vacation ❤️

Some of life's greatest investments aren't found in the stock market—they're made through shared experiences with the people you love.

A multi-generational vacation is a wonderful way to create lasting memories with children, parents, and grandparents. A little planning can help make the trip enjoyable for everyone.

✨ Tips for planning a successful legacy vacation:
• Choose a destination with activities for every age.
• Set a realistic budget and discuss costs ahead of time.
• Book accommodations that allow everyone to gather comfortably.
• Build in downtime so everyone can enjoy the trip at their own pace.
• Capture the memories with plenty of photos and videos.
• Most importantly, focus on time together—not a perfect itinerary.
Legacy planning isn't just about passing down wealth—it's about creating moments, traditions, and memories that your family will cherish for generations.
Where would your dream multi-generational vacation be? Tell us in the comments! ✈️🏖️

08/06/2026

✈️ Foundry Summer Travel Series: Smart Traveler's Financial Checklist ☀️

Summer adventures are calling—but a little financial planning before you leave can help you enjoy your trip with greater peace of mind.

✔️ Set a vacation budget (and include room for unexpected expenses)
✔️ Notify your bank before international travel
✔️ Bring more than one payment method
✔️ Review your travel insurance coverage
✔️ Keep digital copies of important documents
✔️ Monitor your accounts while you're away
✔️ Avoid public Wi-Fi when accessing financial accounts
✔️ Plan ahead for currency exchange if traveling abroad

The best vacations are the ones where you can focus on making memories—not worrying about money.

Where are you traveling this summer? Let us know in the comments! 🌎✈️

07/31/2026

🚗🇺🇸 Foundry Summer Travel Series: 5 Classic U.S. Road Trips

There's nothing quite like hitting the open road! If you're looking for your next adventure, these iconic road trips belong on every travel bucket list:

🛣️ Route 66 – Experience classic Americana from Chicago to Santa Monica.
🏞️ Blue Ridge Parkway – Take in breathtaking mountain views through Virginia and North Carolina, especially during sunrise and sunset.
🌊 Pacific Coast Highway – Cruise California's stunning coastline with unforgettable ocean views and charming seaside towns.
🏜️ Utah's Mighty 5 National Parks – Explore Zion, Bryce Canyon, Capitol Reef, Canyonlands, and Arches on one incredible adventure.
🌴 Florida Keys Overseas Highway – Drive across turquoise waters from Miami to Key West, with plenty of scenic stops along the way.

💡 Travel Tip: Create a dedicated vacation savings fund before you hit the road. Budgeting for fuel, lodging, meals, park fees, and unexpected expenses can help you enjoy the journey without financial stress.

Which road trip is on your bucket list? Tell us in the comments! 👇

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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