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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 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.

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! 👇

07/27/2026

💬 The Foundry Q&A Series: Real Questions from Real Clients

Q: "How do I get out of my timeshare?"
A: Timeshares can be difficult to exit, but you do have options. Before signing with a company that promises a quick exit, review your contract carefully, understand your legal obligations, and be cautious of scams that require large upfront fees. In many cases, working directly with the resort or seeking guidance from a qualified professional is the safest first step.

Every situation is different, and taking the time to explore your options can help you avoid costly mistakes.

Have a financial question you'd like us to answer in a future Q&A? Drop it in the comments or send us a message! 💙

07/16/2026

✈️🌎 Foundry Summer Travel Series: 5 Bucket List Trips

Dreaming of your next big adventure? Here are five unforgettable destinations—plus a few planning tips to help make them a reality.

🏔️ Alaska Cruise – Book 12–18 months in advance for the best cabin selection and pricing. Consider traveling in May or September for fewer crowds and lower fares.
🦁 African Safari – Budget beyond the safari itself—flights, park fees, gratuities, and travel insurance can add up quickly. Planning early can help spread out the cost.
🏯 Japan's Golden Route – Purchase a transportation pass (if it fits your itinerary) and reserve popular attractions well in advance, especially during cherry blossom season.
🚢 European River Cruise – Many cruises include excursions and meals, making it easier to stick to your vacation budget. Compare what's included before booking.
🐧 Explore Antarctica – This once-in-a-lifetime trip often requires booking 1–2 years ahead. Start a dedicated travel savings fund early to make the investment more manageable.

No matter where your bucket list takes you, thoughtful financial planning can help turn your dream vacation into reality without derailing your long-term goals. 💙
Which destination would you choose first? Let us know below! 👇

07/14/2026

💬 The Foundry Q&A Series: Real Questions from Real Clients

Q: "I just feel incredibly nervous about the world. Am I positioned properly for a significant and extended pullback in the equity markets?"

A: Market uncertainty can feel overwhelming, but reacting emotionally isn't always the best financial decision. We work with clients to review their risk tolerance, upcoming cash needs, and overall investment strategy to help ensure they're positioned to navigate market volatility with confidence. 📈

Remember, making changes based on fear can be just as risky as missing out on long-term market growth. A well-built financial plan is designed to weather both the ups and the downs.

Have a financial question you'd like us to answer? Let us know in the comments or send us a message! 💙

07/04/2026

🇺🇸✨ Happy 4th of July from all of us at Foundry Financial Group! ❤️🤍💙

Today, we celebrate the freedoms we cherish, the local communities we serve, and the opportunities that help build brighter futures. Wishing you and your loved ones a safe, joyful, and memorable Independence Day filled with family, friends, and celebration! 🎆

06/25/2026

Another successful Car Detail Day in the books! 🚗✨

This marks our fourth year partnering with Getty Shine Mobile Detailing LLC to bring Car Detail Day to The Foundry Financial Group, and it continues to be one of our favorite annual team perks 👏

Our team members were able to have their vehicles cleaned, detailed, and looking brand new, all while spending the day at the office. We love finding small ways to show appreciation for our team and create a positive workplace experience 😊

A big thank you to Getty Shine for another great year helping us keep things polished inside and out! 🙌

06/21/2026

Father’s Day reminds us that many of life’s most important lessons don’t come from textbooks—they come from dads.

Whether it’s celebrating victories together, showing up when it matters most, teaching us right from wrong, or quietly preparing us for the future, fathers leave a lasting impact that shapes who we become.

This Father’s Day, take a moment to call, visit, remember, or thank the father figures who helped write your story.

06/17/2026

💡👨‍👩‍👧‍👦 Thinking about gifting wealth to your children?

A thoughtful gifting strategy involves more than deciding how much to give. It's important to consider your long-term financial goals, the tax implications of different assets, and how gifting fits into your overall estate plan.

The right strategy can help you support your family today while preserving your legacy for the future. ✨

https://www.foundryadvisors.com/post/whats-the-best-way-to-gift-our-children-wealth

06/16/2026

💡 Looking for ways to lower your monthly expenses without giving up the things you enjoy?

From reviewing subscriptions to shopping smarter for insurance and utilities, small changes can add up to big savings over time. 💰

Check out our latest blog for practical tips to help you keep more money in your pocket: https://www.foundryadvisors.com/post/smart-ways-to-cut-monthly-bills-without-sacrificing-quality

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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