A complete list of active advisors currently associated with Firm Foundation Wealth Management, LLC
Warmer can help you find a great advisor at Firm Foundation Wealth Management, LLC or one who fits your needs even better.
Firm Foundation Wealth Management, LLC provides discretionary asset management and financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, corporations and business entities. The firm also advises qualified retirement plans — including 401(k), 403(b), pension and profit‑sharing plans, cash‑balance plans and deferred compensation plans — and reported approximately $71.9 million in assets under management. Portfolios are managed on a discretionary basis using a combination of macroeconomic (top‑down) and technical trend analysis to construct two primary approaches: a preservation (long‑term) strategy and a growth (short‑term, more actively traded) strategy. The firm performs regular account reviews and provides plan services that include developing investment policy statements, selecting qualified default investment alternatives, and delivering participant education. What is atypical for firms in this category is the depth of its retirement‑plan work: FFWM can act as an ERISA 3(38) investment manager with fiduciary responsibility for selection and monitoring of plan investment options and provides pension consulting services for institutional clients. The brochure also discloses operational features that clients should note, such as direct fee deduction practices (limited custody treatment) and that the firm does not routinely vote client proxies.
To learn more about the advisors currently working at Firm Foundation Wealth Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Caldwell, ID
| 14
|
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