A complete list of active advisors currently associated with The Foundry Financial Group, Inc.

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

The Foundry Financial Group, Inc. advises individuals, high-net-worth clients, and employer-sponsored retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. Client engagements range from one-time planning to ongoing investment management and reporting that can incorporate externally held assets. The firm’s investment process blends top-down macroeconomic analysis with modern portfolio theory and employs strategic, goals-based, and time-segmented allocations to align assets with client objectives and distribution timelines. Portfolios are constructed primarily with ETFs, mutual funds, fixed income and other pooled vehicles, and The Foundry may allocate to unaffiliated independent managers while treating cash as an explicit asset class for defensive or liquidity purposes. Noteworthy features include the firm’s use of less-common instruments — such as interval funds, buffer ETFs, and exchange-traded products that implement options-related strategies — and the ability to manage variable annuity sub-accounts and serve as an ERISA investment fiduciary for trustee-directed plans. The Foundry also maintains grandfathered client arrangements, offers both fixed-fee and hourly planning engagements, and discloses that it typically recommends a single custodian relationship and receives certain third-party support services.

To learn more about the advisors currently working at The Foundry Financial Group, Inc., 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.