9 Madbury Road
N. Kevin Flaherty, CFP®
Wealth Management Advisor
Kevin joined the Foundry in 2020 to launch the Foundry Academics division. He particularly enjoys working with the many unique and diverse employees at our education institutions.
Prior to joining the Foundry, Kevin had 22 years of experience at TIAA. For the last 13 years he worked as a Wealth Management Advisor providing comprehensive financial planning to hundreds of employees of academia and other non-profits.
When Kevin is not working with clients, he is spending time with his family, coaching his kids in basketball and baseball, and enjoying golf, reading and travel.
Kevin’s education background:
Kevin is a proud member of the following professional organizations:
President, Wealth Management Advisor
Retirement Plan Associate
The Foundry offers investment advisory services through Cambridge
Planning tools from Fidelity.
Pershing, a subsidiary of BNY Mellon provides clearing services