Charlotte, NC Office
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Foundation Wealth & Tax Advisors, LLC
Team
Firm-wide stats for Foundation Wealth & Tax Advisors, LLC
About
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.
Location
Charlotte NC
Advisors at this office
3
Advisors at this office
Alexander H
Series 63, Series 65
Charlotte, NC
Foundation Wealth & Tax Advisors, LLC
Alexander Halavazis is a financial advisor with Foundation Wealth & Tax Advisors, LLC in Charlotte, NC, holding Series 63 and Series 65 credentials and having 12 years of industry experience. His work history includes roles at Savvy, RCN & Associates LLC, BOFA Securities, Inc., Merrill, and Bank of America Securities. Outside of his advisory work, he is a part-time DJ in the Charlotte area, performing at bars, breweries, and private events. Foundation Wealth & Tax Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm integrates various analytical approaches in its investment process and offers additional services such as pension consulting and digital asset management.
Graham M
CFP®, Series 63, Series 65
Charlotte, NC
Foundation Wealth & Tax Advisors, LLC
Graham Mull is a CFP® professional with 15 years of industry experience, currently serving at Foundation Wealth & Tax Advisors, LLC. He previously worked at THE Vanguard Group, Inc. for nine years and is the founder and CEO of KAGrowth Consulting, a firm providing sales and growth consulting for small and mid-sized businesses. Foundation Wealth & Tax Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm uses a combination of analytical methods and model allocations, integrating digital-asset services and plan-level pension consulting across multiple offices.
Matthew C
CFP®
Charlotte, NC
Foundation Wealth & Tax Advisors, LLC
Matthew Costa is a CFP® professional with seven years of industry experience, currently serving at Foundation Wealth & Tax Advisors, LLC. He has held roles at several firms including Bestgate Wealth Advisors, LLC and RSM US LLP. Outside of investment advisory, he is an accountant and principal at RCN & Associates LLC and provides tax consulting and preparation services through MRC Financial Services, LLC. Foundation Wealth & Tax Advisors, LLC offers portfolio management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm integrates multiple analytical approaches and uses third-party managers and platforms, including services for externally held digital assets and pension consulting.
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