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Squam Lakes Financial Advisors

Your Fee-Only Independent Financial Advisor in Central NH

Squam Lakes Financial Advisors was created by Robert E. Maloney with one purpose in mind… to give clients comprehensive, Fee-Only financial advice. Since 1982, we have been delivering superior service and support to our clients in every stage of life.

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.

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 planner 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

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    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
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