user avatar

Susan Mc Bournie

Advisor at Foundations Investment Advisors LLC

Updated today
Foundations Investment Advisors LLC logo

Firm

Foundations Investment Advisors LLC

Location

Moultonborough, NH 03254

Credentials

Series 65

Industry experience

9 years

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Fixed fees for financial planning and asset management services typically range from $100 to $5,000

Percentage

2.00% maximum annual advisory fee

Project-based

Financial planning hourly fees range from $100 to $500 per hour

Other

Account minimum: $5,000 Minimum fee: $150 annual minimum management fee Fee-only: Financial planning fees charged on a fixed or hourly basis

Work history

Whitney And Associates

2017 - Present (9 years)

Foundations Investment Advisors, LLC

2017 - Present (9 years)

Virtue Capital Management, LLC

2016 - 2017 (1 year)

Combined Benefits United

2015 - Present (11 years)

Combined Benefits United

2014 - Present (12 years)

CBC National Bank

2014 - 2016 (2 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

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
user avatar

Elijah S

Series 66

Meredith, NH

Edward Jones

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

Keith B

Series 66

Moultonborough, NH

Edward Jones

Business ownership considerations Business exit / sale strategy Charitable giving & philanthropy General estate planning guidance Real estate investing Founder/Business Owner

Cari L

Series 63, Series 66

Meredith, NH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management Military & Veterans Women Professionals
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")