Squam Lakes Financial Advisors Believes
Retirement is in Your Future
Since 1982, we’ve delivered superior fee-only financial planning services and support to clients in every stage of life.
Meet the Team
Hundreds of satisfied clients have relied upon Squam Lakes Financial Advisors’ 35 years of experience providing independent, unbiased fee-only financial planning.
Whether just starting your financial planning journey, preparing for retirement, considering business succession planning, or making a life transition, we’ll help you define your personal goals and develop comprehensive planning strategies for achieving those goals.
We always act as your fiduciary, and provide strictly fee-only financial planning to avoid all conflicts of interest. Read more about why it’s important to choose a fee-only financial advisor.
Based in the New Hampshire’s picturesque Lakes Region, Squam Lakes Financial Advisors serves clients in New Hampshire, Vermont, Maine, and Northern Massachusetts (Boston area).
Robert Maloney
Robert E. Maloney is the Managing Member of Squam Lakes Financial Advisors, LLC, which he founded in 1982.
Led by the needs of his clients, Bob developed the firm’s expertise in Retirement and Comprehensive Financial Planning.
Committed to Clients and the Local Community
Bob Maloney has long been a proponent of fee-only financial planning and was a founding member of the National Association of Personal Financial Advisors (NAPFA), the leading professional association of fee-only financial advisors. He served for three years as president and director of the Northeast Mid-Atlantic Region of NAPFA and led a committee to develop NAPFA University for the continuing education of fee-only financial advisors and planners.
In 2011, Bob received NAPFA’s prestigious Robert J. Underwood Distinguished Service Award. In 2013, he was recognized as one of the “30 Most Influential People” for meritorious service to NAPFA and the fee-only financial planning community.
In the 14 years prior to founding Squam Lakes Financial Advisors, LLC, Bob administered estates, trusts, and developed new business for bank trust departments. He was awarded the Master of Science Degree in Financial Services (MSFS) from the American College in Bryn Mawr, Pennsylvania, and had his undergraduate studies at Siena College in Loudonville, NY. Bob holds the Accredited Estate Planner certification from the National Association of Estate Planning & Councils, a leading organization of professional estate planners and affiliated estate planning councils focused on establishing and monitoring the highest professional and educational standards for the practice.
Recognized Among the Best Financial Advisors in the Country
Bob has been recognized by Money and Worth Magazines as one of the best financial advisors in the country. Medical Economics also recognized Bob as one of the best financial planners in the country for doctors.
Financial writers have often sought Bob’s expertise in areas of personal finance. He has been quoted in the Wall Street Journal, Investment Advisor, Medical Economics, Physicians Personal Advisory, and Money Magazine. Bob was also featured in Financial Planner magazine for his work as a financial advisor to women.
Active in New Hampshire’s Squam Lakes Community
Bob is immediate past president and a former member of the Squam Lakes Chamber of Commerce (now Central New Hampshire Chamber of Commerce) and past president of the White Oak Pond Watershed Association. He is an active member of the town of Holderness, NH, where he serves a chairman of the Zoning Board of Adjustments and as a member of the town’s Budget Committee. Bob is a long-time participant in the “Who Can Make the Best Apple Pie Contest” in Holderness, NH.
In 2012, Bob was named as a director of Speare Memorial Hospital in Plymouth, NH. He serves as chairman of the Finance Committee and as a member of its Long Range Planning Committee.
He is a member of the New Hampshire Estate Planning Council; past chairman, president, and director of the Connecticut Estate and Tax Planning Council; and a former president and director of the Southern Connecticut Chapter of the International Association of Financial Planners (IAFP).
Bob is an avid hiker and fresh-water fisherman, and lives with his wife, Bonnie, in Holderness, NH.
Barbara Shegog, CFA, CPA
Barbara joined the Squam Lakes Financial Advisors team in 2021. She brings decades of experience in investment management, economics, and business.
Numbers are Music to Barbara’s Ears
For such a numbers person, you would think Barbara would be an extreme introvert. Not even close. In fact, her dream connection would be Justin Timberlake. “Maybe because his best friend is Jimmy Fallon, or maybe because he is an amazing entertainer and just makes people smile with his songs–you know you can’t stop the feeling,” shared Barbara.
Barbara enjoys meeting new people and working with clients on financial planning allows her to do that every day. She’s also very empathetic; people often share their stories with her, an essential component in understanding clients, their motivations, and their goals. Barbara describes it as, “the uncanny ability to figure out what people need without ever asking them.” Barbara believes that having financial confidence allows all the pieces of one’s life to fall into place.
On the flip side, Barbara describes herself as incredibly trusting and fair which, she feels, isn’t easy to be in what can be a very unfair world. Barbara believes one person can make a difference, especially in the lives of others.
Bringing Financial Confidence to Clients
When Jimmy and Justin decide to have Barbara on the Tonight Show, she thought they should know the serious side of her, too. Barbara has worked in investment management and consulting for twenty-five years. Her most recent experience is working as a consultant for Squam Lakes Financial Advisors, providing clients with comprehensive financial planning. Every client brings a unique situation, and Barbara loves both the challenge and bringing financial confidence to clients with every plan.
Barbara earned a Master of Business Administration from Boston University and graduated from Lafayette College with a bachelor’s degree in economics and business. She is a Certified Public Accountant (CPA) and a Chartered Financial Analyst (CFA). Her previous professional experience includes working in investment management as a relationship manager for Arrowstreet Capital and for State Street Global Advisors managing their Corporate Cash Investment Management Group. Barbara has previously facilitated peer networking groups for Treasury professionals. Barbara is principal of BAS Capital Management, which she started in 2020 to help people manage change and build financial confidence.
When not attached to her computer analyzing data, writing blogs, or studying tax codes, Barbara can be found on the tennis court or walking her rescue dog, two of her biggest passions besides spending time with her family.
Making Retirement Goals a Reality
for More Than 35 Years.
In your one-hour complimentary conversation, we’ll discuss your current situation and provide advice on moving forward. At the end of our chat, we’ll present you with a no-surprises quote to help you shape your financial future.