A complete list of active advisors currently associated with Foundational Financial Advisors, LLC

Warmer can help you find a great advisor at Foundational Financial Advisors, LLC or one who fits your needs even better.

Foundational Financial Advisors, LLC is a small independent registered investment adviser managing roughly $4.49 million across about 15 client relationships and serving individuals, businesses, and qualified retirement plans. The firm provides discretionary and non‑discretionary asset management, standalone financial planning and consulting, and ERISA plan services for sponsors and participants. Investment strategies are tailored to each client’s goals, time horizon and risk tolerance and may employ fundamental and technical analysis; clients may impose written investment restrictions and choose discretionary or non‑discretionary engagement. Accounts are reviewed at least quarterly and deliverables such as financial plans are completed on an agreed timetable, with custodians providing periodic account statements. What distinguishes the firm from many solo independents is its combination of advisory services with affiliated legal and insurance practices—the principal also offers attorney and insurance services and discloses those outside activities and related conflicts. The firm’s provision of ERISA 3(21) and 3(38) services, including acting as a discretionary investment manager for retirement plans, is also atypical for a single‑advisor independent firm.

To learn more about the advisors currently working at Foundational Financial 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.

Name	Location	Years of experience
Patrick Sullivan	Indianapolis, IN	10

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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