A complete list of active advisors currently associated with Foundry Financial LLC

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

Foundry Financial provides discretionary investment management, financial planning, and pension consulting to individuals, high‑net‑worth individuals, and charitable organizations. The firm reports approximately $232.6 million in discretionary assets under management and serves about 184 clients across multiple offices. Portfolios are managed with risk‑based, diversified allocations that typically include no‑load mutual funds, ETFs, individual stocks and bonds, and cash, and the firm describes a mix of fundamental, technical, cyclical, charting and passive approaches while exercising discretionary trading authority. Foundry also delivers one‑time and ongoing financial planning directly and via a third‑party planning relationship (Domain Money), and it states that it acts as an ERISA fiduciary when advising retirement plan accounts. What distinguishes the firm from many peers is a disclosed affiliation with an accounting firm, an arrangement that is relatively uncommon among team advisory firms, alongside a sub‑advisory and revenue‑sharing relationship with its third‑party planner and an ownership interest by a firm principal in the planner’s parent company. The brochure also discloses that certain principals are licensed insurance agents and that the firm addresses related conflicts through written disclosures and monitoring.

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