A complete list of active advisors currently associated with Foundation Wealth & Tax Advisors, LLC

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

Foundation Wealth & Tax Advisors is a team-based registered investment adviser that serves individuals (including high‑net‑worth clients), retirement plans, and business entities with portfolio management, financial planning, pension consulting, and participant account management services. The firm provides written Investment Policy Statements for clients and offers planning that addresses investments, tax concerns, and retirement and college planning. The firm typically manages accounts on a discretionary basis and uses a mix of methods — including fundamental, quantitative, technical analysis, and modern portfolio theory — while documenting risk tolerance and rebalancing client holdings periodically. Foundation Wealth also refers clients to third‑party investment managers and platforms after due diligence, and uses specialist platforms for held‑away participant accounts (Pontera) and digital‑asset diversification (OnRamp Invest). What distinguishes the firm from many peers is its formal affiliation network and physical footprint: principals maintain ties to a law firm and multiple accounting firms and the adviser operates from nine offices, all of which are uncommon for team firms of this size. The firm’s service mix reflects that integration — including coordinated tax and legal input, referral arrangements with other advisers (including a third‑party manager relationship) and disclosed conflicts when recommending affiliated accounting, tax, or insurance services — and clients are informed of those relationships and not required to use affiliated providers.

To learn more about the advisors currently working at Foundation Wealth & Tax Advisors, 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.