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, LLC is a registered investment adviser that provides discretionary and non‑discretionary portfolio management, financial planning, and consulting to individuals (including high‑net‑worth), corporations and retirement plans. The firm also offers retirement plan (pension) consulting and participant account management services, and provides a service to help clients diversify externally held digital assets. The firm constructs an investment policy statement for each client and uses a mix of analytical approaches (fundamental, quantitative, technical, cyclical and modern portfolio theory) and model allocations, and it may refer clients to or use third‑party managers and platforms for implementation. Foundation Wealth typically seeks discretionary trading authority, monitors portfolios on a regular basis, and uses third‑party platforms to manage held‑away retirement participant accounts and to facilitate digital‑asset services. What distinguishes the firm from many peers is that several principals maintain outside law and accounting business interests and the adviser discloses those affiliations and potential conflicts, while operating from multiple offices rather than a single location. The firm also combines traditional investment management with plan‑level pension consulting, accepts hourly billing for planning work, and has added digital‑asset custody arrangements and third‑party platform integrations as part of its service set.

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.

You can also browse Foundation Wealth & Tax Advisors, LLC's office locations.

Name	Location	Years of experience
Allen Ayers	Annapolis, MD	16
Matthew Costa	Charlotte, NC	7
John Faggio	Annapolis, MD	22
Glen Frost	Annapolis, MD	10
Alexander Halavazis	Charlotte, NC	11
Joseph Hill	Annapolis, MD	9
Graham Mull	Charlotte, NC	15
Scott Shively	Annapolis, MD	0
David Staab	Annapolis, MD	1
Christopher Williams	Annapolis, MD	5

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