A complete list of active advisors currently associated with Foundation Wealth Management, LLC

Warmer can help you find a great advisor at Foundation Wealth Management, LLC or one who fits your needs even better.

Foundation Wealth Management, LLC provides investment management, financial planning and consulting, and retirement-plan advisory services to individuals (including high‑net‑worth clients), businesses and non‑profit sponsors. The firm also advises trustees and investment committees and delivers ongoing monitoring and investment advice for participant‑directed retirement plans and 401(k) participants whose assets are held at third‑party service providers. FWM implements portfolios primarily using mutual funds and exchange‑traded funds within a Modern Portfolio Theory framework, supplemented by individual debt and equity securities, options and, when appropriate, independent investment managers. The firm maintains a preferred funds list, conducts periodic portfolio reviews and typically recommends Fidelity as the custodian and execution venue to support trading, reporting and operational needs. The brochure highlights a couple of features that are less common among similar team advisers: FWM lists state or municipal government entities among its clients and discloses an affiliation with a law firm, both of which can affect the firm’s institutional plan work. The firm also manages a sizable asset base (over $660 million) with a compact adviser team and serves as a 3(21) investment fiduciary for plan trustees and committees, which informs how it engages with institutional sponsors and participant accounts.

To learn more about the advisors currently working at 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.