Squam Lakes Financial Advisors was founded by Robert E. Maloney with one purpose in mind . . .
. . . to give clients comprehensive, objective Fee-Only financial advice.
Since 1982, we have been delivering superior service and support to our clients in every stage of life
Your Fee-Only Independent Financial Advisor
Serving NH, Vermont, Maine, and Northern Massachusetts
Based in the New Hampshire Lakes region, Squam Lakes Financial Advisors serves as an independent fee-only financial advisor to 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.
is a founding member of the National Association of Personal Financial Advisors (NAPFA)
Has been recognized by both Money Magazine and Worth Magazine as one of the best financial advisors in the country
Has been featured in Financial Planner Magazine for his work as a financial advisor with women
Is a member of the New Hampshire Estate Planning Council
Has been recognized by authority website Medical Ecomomics as one of the best financial planners for doctors in the country
Bob is deeply committed to the fiduciary service to our clients. This can be summed up as giving our clients investment advice that is in their best interest – and solely in their best interest – at all times.
Retirement Planning Wealth Management Securities Personal Tax Planning Asset Allocation Small Business Planning
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