A complete list of active advisors currently associated with Foundation Financial Advisors, Inc.

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

Foundation Financial Advisors provides financial planning and consulting primarily to individual clients, offering services such as investment analysis, income tax planning, risk-management and estate and retirement planning. The firm also advises on a broad set of investment vehicles — including ETFs, REITs, mutual funds, and retirement accounts — and makes tax preparation, bookkeeping, and accounting services available through an independent CPA contractor. The firm’s process centers on comprehensive planning and portfolio analysis — using asset-allocation models, volatility and past-performance review, and scenario analysis — rather than ongoing discretionary investment management. Foundation Financial Advisors does not act as a discretionary portfolio manager, does not vote proxies for clients, and leaves implementation and custody to the client or chosen broker/custodian. Compared with many team firms, Foundation Financial Advisors is notable for not charging percentage-of-assets-under-management fees and for explicitly not offering continuous investment management; advisors instead use fixed, hourly, or negotiated planning fees and may implement recommendations through an affiliated broker/dealer. Advisors are dually registered with an independent broker/dealer and may receive commissions and trail compensation for implemented transactions, and the firm documents several professional designations (CFP®, AIF®, CDFA™, ChFC®, CLU®) among its staff.

To learn more about the advisors currently working at Foundation Financial Advisors, Inc., 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.