Wolfeboro, NH Office

Team
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F L Putnam Investment Management Co. logo

F L Putnam Investment Management Co.

Multi-team

Firm-wide stats for F L Putnam Investment Management Co.

Total advisors

78

Across 16 offices

Clients per advisor

36 Low

Avg AUM per client

$2,678,607 Very High

HNW client ratio

53% Very High

About

F.L. Putnam serves a broad client base that includes individual investors and their families as well as institutions such as foundations, endowments, schools, religious organizations, family offices, and registered investment companies. The firm offers discretionary and non-discretionary investment management, financial planning, separately managed accounts, OCIO-style advisory and consulting, family office solutions, and delivers strategies through wrap programs and model providers while also advising and sub-advising pooled investment vehicles.

Investment management is team-based and customized to each client’s objectives, drawing on internally managed strategies and third‑party managers across equities, fixed income, and alternative investments, with options for sustainable investing and optimized indexing that incorporate tax-aware rebalancing for taxable clients. FLP describes a research process that combines macroeconomic and security-level analysis and notes the limited use of artificial intelligence tools for research and administrative tasks while reserving final investment decisions to qualified professionals.

The firm’s brochure highlights several features that distinguish it from many peers: it owns a trust services subsidiary (Darwin Trust Company), serves as the investment adviser to an interval alternative vehicle (the AOG Institutional Fund) and as a consultative sub-adviser to the AFA Asset Based Lending Fund, and discloses predecessor performance in its materials. FLP also issues periodic client communications and has recently reported material changes in its ADV (including a recent merger and new strategy and technology disclosures), all of which are documented in its regulatory disclosures.

Based on F L Putnam Investment Management Co.

Expertise

ESG / Sustainable investing Private / alternative investments Tax-loss harvesting Active portfolio management

Based on F L Putnam Investment Management Co.

Occupation focus

Founder/Business Owner Executive Financial Professional

Based on F L Putnam Investment Management Co.

Location

40 Mill Street

Wolfeboro NH 03894

Advisors at this office

6

Advisors at this office

user avatar

Landon F

CFP®, Series 65

Wolfeboro, NH

F L Putnam Investment Management Co.

Landon Fritch is a CFP® and Series 65 licensed advisor with 10 years of industry experience. He has been with F.L. Putnam Investment Management Co. since 2019 and previously worked at Financial Focus from 2016 to 2019. Outside of financial advising, he is a co-owner of Don Fritch Family Farms, LLC, where he manages farm finances. F.L. Putnam serves a diverse client base including individuals, families, and institutions, providing customized investment management and financial planning through a team-based approach. The firm integrates internally managed and third-party strategies across multiple asset classes and offers specialized services such as OCIO advisory, family office solutions, and sustainable investing options.

ESG / Sustainable investing Private / alternative investments Tax-loss harvesting Active portfolio management Founder/Business Owner Executive Financial Professional
user avatar

Thomas G

CFP®, Series 63, Series 65, Series 66

Wolfeboro, NH

F L Putnam Investment Management Co.

Thomas Goodwin is a CFP® with 22 years of industry experience. He has worked at F.L. Putnam Investment Management Co. since 2019 and previously held roles at Financial Focus, Inc., Integrity Financial Planners, and Mass Mutual Investors Services. F.L. Putnam serves a diverse client base including individuals, families, and institutional investors. The firm employs a team-based investment approach using both internally managed strategies and third-party managers across multiple asset classes, offering services such as discretionary and non-discretionary investment management, financial planning, and family office solutions.

ESG / Sustainable investing Private / alternative investments Tax-loss harvesting Active portfolio management Founder/Business Owner Executive Financial Professional
user avatar

Gregory E

CFP®, Series 63, Series 65

Wolfeboro, NH

F L Putnam Investment Management Co.

Gregory Evans is a CFP® professional with 31 years of experience in the financial services industry. He has worked at firms including Fidelity Personal and Workplace Advisors and RWA Wealth Partners before joining F.L. Putnam Investment Management Company in 2026. F.L. Putnam serves a diverse client base ranging from individual investors and families to institutions such as foundations and family offices. The firm employs a team-based investment approach that combines internally managed strategies and third-party managers across multiple asset classes, with options for sustainable investing and tax-aware rebalancing.

ESG / Sustainable investing Private / alternative investments Tax-loss harvesting Active portfolio management Founder/Business Owner Executive Financial Professional
user avatar

Susan J

CFP®, Series 63

Wolfeboro, NH

F L Putnam Investment Management Co.

Susan John is a CFP® with 21 years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Co. since 2019. Prior to this, she spent 25 years at Financial Focus, Inc. She also acts as a trustee for several client trusts, handling estate settlement, trust distributions, and related duties. F.L. Putnam serves a diverse client base including individuals, families, institutions, and nonprofit organizations. The firm employs a team-based investment approach, offering customized strategies across equities, fixed income, and alternatives, with options for sustainable investing and tax-aware management.

ESG / Sustainable investing Private / alternative investments Tax-loss harvesting Active portfolio management Founder/Business Owner Executive Financial Professional
user avatar

Valerie B

Series 65

Wolfeboro, NH

F L Putnam Investment Management Co.

Valerie Brown is a financial advisor at F.L. Putnam Investment Management Co. with 19 years of industry experience. She holds a Series 65 designation and has worked at F.L. Putnam since 2019, following an 18-year tenure at Financial Focus, Inc. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering investment management, financial planning, and consulting services. The firm employs a team-based approach with customized strategies across multiple asset classes, combining internal research with third-party managers.

ESG / Sustainable investing Private / alternative investments Tax-loss harvesting Active portfolio management Founder/Business Owner Executive Financial Professional
user avatar

Kristen M

Series 63, Series 65

Wolfeboro, NH

F L Putnam Investment Management Co.

Kristen Madden is a financial advisor at F.L. Putnam Investment Management Co. with 20 years of industry experience. She holds Series 63 and Series 65 designations and has worked at F.L. Putnam since 2019, following a 14-year tenure at Financial Focus, Inc. F.L. Putnam serves a diverse client base including individuals, families, and institutions such as foundations and endowments. The firm employs a team-based approach to investment management, offering customized strategies across equities, fixed income, and alternative investments, with options for sustainable investing and tax-aware rebalancing.

ESG / Sustainable investing Private / alternative investments Tax-loss harvesting Active portfolio management Founder/Business Owner Executive Financial Professional
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