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Cropped michael fogarty

Michael Fogarty

CFP®, ChFC®, CLU®
The Foundry Financial Group, Inc.
Laconia, NH
Plan Prosperity
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Meet Michael

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Introduction - Mike Fogarty
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The Foundry's Five Core Values - Mike Fogarty
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Put an End to the Shoebox Financial Plan - Mike Fogarty
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6 Benefits Your Financial Advisor Must Deliver - Mike Fogarty
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Why Prosperity365® Might be the Key to your Financial Success - Mike Fogarty
Video Transcripts

At The Foundry Financial Group, we promote prosperity through personalized financial planning and wealth management. Utilizing Prosperity365®, our system for guiding families through all of life's chapters, we serve professionals, business owners, and others committed to building a secure and fulfilling future.

Michael entered the financial services industry in 1991, and has been President of The Foundry Financial Group since 2001. He lives in Laconia, NH with his wife and…

At The Foundry Financial Group, we promote prosperity through personalized financial planning and wealth management. Utilizing Prosperity365®, our system for guiding families through all of life's chapters, we serve professionals, business owners, and others committed to building a secure and fulfilling future.

Michael entered the financial services industry in 1991, and has been President of The Foundry Financial Group since 2001. He lives in Laconia, NH with his wife and two sons. He is a past President of the Lakes Region Rotary Club of Laconia.


Services offered

Investment management
Financial planning
Investment consulting
Asset allocation
Retirement planning
Tax planning
College planning
Estate planning
Insurance management
Alternative investments
Socially responsible investing
Employer sponsored retirement plans

Experience with

Small business owners
Medical professionals
Business executives
Families

Fee structure

Based on % of assets
Flat Fee

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
ChFC® - Chartered Financial Consultant®
CLU® - Chartered Life Underwriter®

Memberships

FPA - Financial Planning Association

Education

Bachelors
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