# The Foundry Financial Group

The Foundry Financial Group is a RIA based in Boulder, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Boulder, United States
- **Region:** Oceania
- **Address:** 67 Water Street, Suite 101, Laconia, New Hampshire 03246, United States
- **Founded:** 1989
- **Assets under management:** Undisclosed
- **Website:** foundryadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/foundrypod

## About

The Foundry is an SEC-registered investment adviser in Boulder, CO, registered since 2016. It manages approximately $3.5 billion in regulatory assets. The firm has 10 employees and 6 investment advisers.

## Sectors

- Financial Planning
- Retirement Advisory
- Investment Management

## People

- Michael H. Fogarty, CFP — President
- Daniel Fogarty — Founder (Retired)
- Natalie Fogarty — Incorporator, prior Financial Planning & Investment Representative

## Questions

### Who runs investment and planning decisions at The Foundry Financial Group?

Michael H. Fogarty, a CFP certificant, has been president since 2002 and joined the firm in 1991 when it was still led by his mother, Natalie Fogarty. The firm uses a team approach where multiple advisors contribute to each client relationship, but ultimate decision-making authority sits with Michael Fogarty as the long-tenured president.

### How does The Foundry Financial Group charge for its services?

The firm is strictly fee-only. It does not accept commissions, sales loads, or revenue-sharing arrangements from product providers. Clients pay directly for financial planning, investment management, and retirement-plan consulting, a structure the firm has maintained since its founding as a Registered Investment Adviser.

### Does the firm disclose its assets under management?

No. The Foundry Financial Group does not publish its AUM on its website or in widely circulated media, making it typical of a sub-scale independent RIA that files ADV forms without attracting institutional database coverage.

### What is the firm's approach to employer retirement plans?

The Foundry designs and manages retirement plans for businesses, assisting with plan administration, fiduciary compliance, and investment-menu construction. This line of business operates alongside the individual planning and wealth-management practice and is cited as a distinct service on the firm's website.

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Last updated: 2026-06-03T20:00:00.000Z

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