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.

Squam Lakes Financial Advisors | Financial Planning

NH Fee-Only Financial Planning

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, Founder, Squam Lakes Financial Advisors

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.

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.

Memberships & Affiliations

Squam Lakes Financial Advisors in the News and the Community