Based in the New Hampshire Lakes Region, Squam Lakes Financial Advisors serves as an independent fee-only financial planner for clients in NH, Vermont, Maine, and Northern Massachusetts. We always act as your fiduciary, and provide strictly fee-only financial planning to avoid all conflicts of interest.
Hundreds of satisfied clients have relied upon our 35 years of experience and expertise when they needed a comprehensive financial plan. We would love to serve your needs as well. Contact us today for your complimentary first visit. Has been recognized by both Money Magazine and Worth Magazine as one of the best financial advisors in the country *.
Hundreds of satisfied clients have relied upon our 35 years of experience and expertise when they needed a comprehensive financial plan. We would love to serve your needs as well. Contact us today for your complimentary first visit. Has been recognized by both Money Magazine and Worth Magazine as one of the best financial advisors in the country *.
Services
Robert E. Maloney is the Managing Member of Squam Lakes Financial Advisors, LLC, which he founded in 1982. Led by the needs of his clients, Bob developed the firm's expertise in Retirement and Comprehensive Financial Planning. He has long been a proponent of fee-only financial planning and was a founding member of the National Association of Personal Financial Advisors (NAPFA), the leading professional association of fee-only financial advisors.
Designing a Fee-only financial plan for our clients is the heart of our business, because in the more than 30 years since our founding, we've learned that creating and sticking to a comprehensive financial plan is the key to reaching lifelong financial goals. However, a financial plan must be designed only after understanding the many facets of a client's financial life-goals and objectives, savings and assets, and unique life circumstances.
Small business owners are often so busy with day-to-day business tasks that they neglect both their business's financial planning needs as well as their own. That's a huge mistake. Your personal finances are inextricably linked with your business, so your family's financial plan needs to be integrated with that of your business.
Squam Lakes Financial Advisors, with its depth of experience and the guidance of Robert E. Maloney, offers retirement planning services in New Hampshire which are dedicated to improving retirement outcomes for individuals and families. As a New Hampshire retirement planner, we coordinate with your other advisors and strive to provide dependable benefits to our clients.
Fee-Only is a concept developed for the purpose of providing clients with assurances that the advisors' sole source of income comes directly from the client and not from the sale of products, the receipt of commissions, rebates or any fee sharing arrangements. In working with a Fee-Only advisor, the client is assured that their needs come first and foremost.
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