Foundation Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Foundation Wealth Management serves individual and high-net-worth clients with integrated wealth management, offering comprehensive financial planning across cash management, retirement, estate, charitable and tax planning, together with discretionary investment management. The firm also assists clients in selecting and coordinating with third‑party/outside managers when appropriate and provides ongoing implementation support.
Investment advice is tailored to each client’s objectives, risk tolerance, and time horizon, and the firm uses fundamental analysis to construct diversified portfolios across equities, fixed income, mutual funds, and ETFs. Accounts are monitored on an ongoing basis with regular reviews and periodic reporting, and clients may impose investment restrictions that the firm will accommodate.
What distinguishes the firm from many peers is the presence of multiple advisers with CPA and CFP credentials and a principal who maintains an accounting and tax practice (Integrated Tax and Business Services, LLC), enabling more direct integration of tax and accounting considerations into planning and portfolio discussions. The firm also operates as a fee-only, independent adviser that documents the use and oversight of outside managers as part of its client engagements.
Client services
Expertise
Fee options
Flat annual fee of $12,000, billed quarterly in advance; some legacy clients remain on fixed fees below $12,000
Minimum fee: Flat annual fee of $12,000, billed quarterly in advance; some legacy clients remain on fixed fees below $12,000 Fee-only: Flat annual fee of $12,000, billed quarterly in advance; some legacy clients remain on fixed fees below $12,000
Main office
9 West Third Street
Media PA 19063
Advisors at this office
4
Most active in
Delaware · New Hampshire · New Jersey · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Owen B
CFP®, Series 63, Series 65
Media, PA
Foundation Wealth Management, LLC
Owen Brown is a CFP®-designated financial advisor at Foundation Wealth Management, LLC with three years of industry experience. He previously worked at Equitable Advisors and Brooklyn Plans and held roles in business communication and at Temple University. In addition to his advisory work, Owen provides in-house notary services to clients of Foundation Wealth Management. Foundation Wealth Management serves individual and high-net-worth clients with comprehensive wealth management, including financial planning and discretionary investment management. The firm integrates tax and accounting considerations through its team’s CPA and CFP credentials and offers tailored investment advice with ongoing portfolio monitoring.
Stephen M
CFP®, Series 63
Media, PA
Foundation Wealth Management, LLC
Stephen Mcdade is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Foundation Wealth Management, LLC since 2013. In addition to his advisory role, he teaches a personal finance class as an adjunct professor at Temple University. Foundation Wealth Management serves individual and high-net-worth clients with integrated wealth management, providing comprehensive financial planning and discretionary investment management tailored to clients’ objectives and risk tolerance. The firm distinguishes itself by combining multiple advisers with CPA and CFP designations and integrating tax and accounting services within its fee-only, independent advisory model.
Burwell H
CFP®
Media, PA
Foundation Wealth Management, LLC
Burwell Hutchinson III is a CFP® professional with 21 years of industry experience, currently serving at Foundation Wealth Management, LLC since 2024. He previously worked for Integrated Wealth Advisors, LLC for 17 years. Outside of his advisory role, Hutchinson provides tax preparation and accounting services as a CPA through Integrated Tax and Business Services, LLC, and also serves as a notary public. Foundation Wealth Management serves individuals, high-net-worth clients, and charitable organizations with comprehensive wealth management that integrates financial planning and discretionary investment management. The firm follows a fee-only model and manages portfolios using fundamental analysis across various asset classes, with most client assets managed on a discretionary basis.
Paul L
CFP®, Series 63
Media, PA
Foundation Wealth Management, LLC
Paul Laviola is a CFP® certificant with 21 years of industry experience, currently serving as an advisor at Foundation Wealth Management, LLC since 2013. He also teaches a personal finance course as a non-tenure track instructor at Temple University. Foundation Wealth Management serves individuals, high-net-worth clients, and charitable organizations with ongoing wealth management that combines financial planning and discretionary investment management across retirement, estate, tax, and cash-management matters. The firm follows a fee-only model and employs tailored, goals-based portfolios using fundamental analysis and a mix of individual equities, bonds, mutual funds, and ETFs.
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