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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.

FounderĀ Robert E. Maloney, is an Accredited Estate Planner and investment advisor, who holds a Master of Science degree in Financial Services (MSFS). As a founding member of the National Association of Personal Financial Advisors (NAPFA), he 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

 

Contact us to schedule a complimentary consultation to discuss your needs and your goals.

Learn about our Financial Planning and Business Financial Planning services.

 

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