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Michael Fogarty

Advisor at The Foundry Financial Group, Inc.

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The Foundry Financial Group, Inc. logo

Firm

The Foundry Financial Group, Inc.

Location

Laconia, NH 03246

Credentials

CFP®, ChFC®, Series 63

Industry experience

34 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Fixed fees for financial plans generally between $2,100 and $8,000 per year

Percentage

$0 - $1,000,000: 0.75% $1,000,001 - $10,000,000: 0.65% $10,000,001+: 0.50%

Project-based

$200 to $350 per hour for financial planning services

Other

Account minimum: Minimum annual fee of $5,000 when investment management includes financial planning services Minimum fee: Minimum annual fee of $5,000 applies when investment management includes financial planning services

Work history

Cambridge Investment Research Advisors, Inc.

2016 - 2023 (7 years)

The Foundry Financial Group, Inc.

2001 - Present (25 years)

Cambridge Investment Research, Inc.

2001 - 2020 (19 years)

Fogarty Associates, Inc.

1992 - 2020 (28 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Kevin L

CFP®, Series 66

Wolfeboro Falls, NH

Edward Jones

Retirement income strategy Wealth management General estate planning guidance

Sarah F

Series 66

Northfield, NH

Fidelity

Sarah Fitzwater is a Financial Consultant at Fidelity Investments, where she has been working since 2024. She has progressed through various roles within the company, starting as an Investment Solutions Representative I in 2021 and advancing to her current position. Her experience encompasses multiple levels of investment solutions representation, providing her with a comprehensive understanding of financial planning and client relations. Sarah holds insurance licenses in Arkansas and California, supporting her ability to address diverse client needs. Outside of her professional work, Sarah enjoys outdoor activities such as camping, gardening, hiking, kayaking, and traveling.

Wealth management

Christopher N

Series 63, Series 65

Bridgewater, NH

Merrill

Christopher Neeb is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he is part of a team dedicated to building strong client relationships based on trust and personalized service. His role involves managing wealth with a comprehensive understanding of clients' financial situations to develop strategies that adapt to changing market conditions. He specializes in areas including college education planning, family wealth management strategies, liquidity management, personal retirement planning, and retirement income. Christopher holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Christopher earned a Bachelor's Degree from the University of Denver. He participates in community activities through volunteering and enjoys personal interests such as fishing, golfing, skiing, and spending time with his family.

Wealth management College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Income planning

Gary M

Series 63, Series 65, Series 66

Melvin Village, NH

Merrill

Gary Mc Guirk is a Private Wealth Advisor at Merrill Private Wealth Management, where he focuses on helping clients develop customized wealth management strategies. With over 27 years of experience, Gary and his team emphasize risk tolerance, liquidity needs, cash flow analysis, and after fee/tax returns to create tailored plans that address the unique and evolving wealth preservation needs of families. His approach includes holistic planning that considers both long- and short-term goals, tax-efficient strategies, and wealth transfer to future generations. Before joining Merrill in 2002, Gary was a Managing Director at Robertson Stephens and began his career at Montgomery Securities. He practiced law in Connecticut and Massachusetts from 1987 to 1996. Gary holds a Bachelor’s degree from the College of the Holy Cross and a Juris Doctorate with Honors from the University of Connecticut School of Law. He holds the Personal Investment Advisor (PIA) designation. Gary is actively involved in community and professional organizations, having served on the board of Nativity Preparatory School and supporting local charities such as Campaign for Catholic Schools in Boston and Pine Street Inn. He is also a frequent guest lecturer on finance and economics at the College of the Holy Cross. Outside of work, Gary enjoys boating, cooking, fishing, golfing, hiking, reading, and spending time with his family.

Wealth management Tax-loss harvesting Multi-generational wealth transfer General estate planning guidance

Brian L

CFP®, Series 66

Wolfeboro Falls, NH

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management General estate planning guidance Founder/Business Owner
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Elijah S

Series 66

Meredith, NH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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