A complete list of active advisors currently associated with Foundry Wealth Group

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

Foundry Wealth Group offers discretionary investment and capital management, non‑discretionary personal financial planning (available on hourly, fixed‑fee, or retainer terms), digital‑asset advisory, and educational materials including periodic newsletters. It serves individuals and families (including high‑net‑worth individuals), business owners, trusts and estates, and small business entities organized as LLCs, S‑corporations, C‑corporations, and partnerships. The firm tailors portfolios and planning to each client’s circumstances, employing fundamental, technical, quantitative, and macroeconomic analysis and using both strategic and tactical asset‑allocation approaches. It may include selective allocations to alternatives and digital assets (the brochure notes typical digital‑asset ranges and associated risks) and implements active trading and options strategies for qualified clients when appropriate. Compared with many small, state‑registered advisers, Foundry discloses uncommon features such as publishing educational newsletters and explicitly offering multiple financial‑planning fee structures (hourly, fixed, retainer) in addition to asset‑based advisory fees. The brochure also highlights procedural safeguards and distinctive operational details — a ban on performance‑based fees, simultaneous delivery of fee invoices to clients and custodians, the use of Anchorage Digital Bank for digital‑asset custody (with related FDIC non‑insurance disclosures), and a disclosed outside, non‑advisory consulting business operated by the firm’s principal.

To learn more about the advisors currently working at Foundry Wealth Group, 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.