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

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

Foundation Financial Inc. provides fee-only investment advisory and financial planning services to individuals, high‑net‑worth clients, estates, trusts, small business owners, and retirement‑plan participants. The firm offers ongoing discretionary portfolio management as well as limited‑scope or comprehensive financial planning engagements and does not impose a minimum account size. The firm’s investment approach is grounded in Modern Portfolio Theory and informed by behavioral‑finance insights, using written Investment Policy Statements, broad diversification (primarily low‑cost ETFs with select active mutual funds), and a mostly buy‑and‑hold strategy with periodic rebalancing and tax‑sensitive trading as appropriate. Custody and execution are arranged through an institutional custodian, and the firm may employ an online model marketplace and third‑party model portfolios to implement strategies and tax management tools. Noteworthy aspects include a small client roster relative to assets under management (managing roughly $17.5 million across only a few clients) and an affiliated tax‑preparation and planning business operated by the firm’s principal, who allocates additional time to that practice during tax season and offers those services under separate engagement agreements. The principal also holds fiduciary and tax preparer credentials (AIF® and AFSP) and performs the firm’s account reviews and compliance oversight.

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

Name	Location	Years of experience
Sara Leydon	Westport, CT	5

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