A complete list of active advisors currently associated with Squam Lakes Financial Advisors, LLC

Warmer can help you find a great advisor at Squam Lakes Financial Advisors, LLC or one who fits your needs even better.

Squam Lake Financial Advisors serves individuals, business entities, and trusts by providing stand‑alone financial planning and consulting services, including tax planning and tax preparation, rather than discretionary investment management. The brochure notes the firm does not provide investment supervisory services and reported $0 in assets under management as of December 31, 2024. The firm delivers written financial planning engagements under a Financial Planning Agreement and charges either fixed fees (generally $5,000–$50,000) or hourly fees ($100–$300), with clients encouraged to review and update plans annually. When clients seek investment management, Squam Lake recommends independent managers based on stated objectives, monitors their performance, and may refer other professionals (including an affiliate) for implementation. Squam Lake is a small, long‑established sole proprietorship led by its principal, Robert E. Maloney, and also offers succession planning services to other financial planning firms. The brochure discloses ownership of residential investment properties and sets out written policies for conflicts of interest and personal securities transactions, reflecting its advisory‑only, non‑custodial business model.

To learn more about the advisors currently working at Squam Lakes Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.