We are an independent wealth management firm located in the heart of downtown Media, PA. We work with individuals and families to help organize, grow and preserve their wealth. We are fee-only Registered Investment Advisors, legally held to a fiduciary standard for our clients, working for you and not for a brokerage or insurance company.
By putting our clients' interests first, we are focused on creating and building a financial plan that helps them achieve their financial goals. Everyone needs a financial plan. You may have a plan in your head or an idea of where you are and how to get to where you want to go. We can help you understand exactly where you are today financially, and help you get clear about your goals and vision for your life and future.
By putting our clients' interests first, we are focused on creating and building a financial plan that helps them achieve their financial goals. Everyone needs a financial plan. You may have a plan in your head or an idea of where you are and how to get to where you want to go. We can help you understand exactly where you are today financially, and help you get clear about your goals and vision for your life and future.
Services
We refuse to work for Wall Street. Instead, we work for individuals and families helping them navigate the often times confusing and complicated maze of personal finance. We help them make good financial decisions so they can achieve true financial success. We believe in the power of simplicity when it comes to financial products.
Our planning process begins with helping you clearly define your Vision for the future. What do you want? What would you like to see happen? Where do you want to be? We work hard to get to know you so that we can help you define your vision. From there we evaluate and Assess your financial situation and look at your resources i.e debt, assets, cash flow, etc.
Foundation Wealth Management may be right for you if you want a financial advisor to be proactive, provide continual guidance, help you think through financial decisions and keep you on track. We offer services to clients who fit into two broad categories, "The Millionaire Next Door" and "Clients Under the Age of 50 with the Millionaire Next Door Mindset".
A larger portfolio does not translate into substantially more work. Just because you have built more wealth does not mean you should be charged more. We have been working with individuals and families for over 15 years and simply do not believe in the conventional wall street advisor approach. We charge a flat fee for our wealth management services that includes financial planning and asset management.
We're seeking an Associate Financial Planner in the Philadelphia region. Our Financial Planning Career Track offers the right candidate an amazing opportunity to develop a career, guiding clients through important decisions, while shaping the future of a highly committed and cutting-edge financial planning firm.
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