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  • Squam Lakes Financial Advisors was founded by Robert E. Maloney with one purpose in mind . . .

    Squam Lakes Financial Advisors was founded by Robert E. Maloney with one purpose in mind . . .

    Independent Financial Advisor
  • . . . to give clients comprehensive, objective Fee-Only financial advice.

    . . . to give clients comprehensive, objective Fee-Only financial advice.

    Financial Planning New Hampshire
  • Since 1982, we have been delivering superior service and support to our clients in every stage of life

    Since 1982, we have been delivering superior service and support to our clients in every stage of life

    Fee-Only Independent Financial Advisor

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.

Founder Robert E. Maloney:

  • is an Accredited Estate Planner and investment advisor, who holds a Master of Science degree in Financial Services (MSFS). 
  • 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

Investment Advisory
Accredited Estate Planning
Financial Aspects Of Divorce
The Needs Of Widows
Trusts
Financial Planning For Doctors
 

Schedule Your Complimentary First Visit

Learn about our Financial Planning and Business Financial Planning services.

the national association of personal financial advisors

Squam Lakes Financial Advisors, LLC
Fee-Only Independent Financial Advisor
Serving NH, Vermont, Maine, and Massachusetts
31 Coxboro Road
Holderness, NH 03245
(603) 968-2317
info@squamlakesfinancial.com