Small businesses are the backbone of America. We'll do our utmost to help your business thrive with comprehensive employee benefits, key-man protection, and business succession strategies. Are you on track for retirement? Foundation Wealth Advisors, LLC will work with you to customize your investment strategies to fit your current needs and future goals.
As financial advisors in Westlake, OH, we specialize in helping business owners and individuals solve their financial challenges. Through state of the art investment and reporting technology, we offer our clients comprehensive solutions for the accumulation and preservation of their wealth. Knowing who you are is knowing how to help.
As financial advisors in Westlake, OH, we specialize in helping business owners and individuals solve their financial challenges. Through state of the art investment and reporting technology, we offer our clients comprehensive solutions for the accumulation and preservation of their wealth. Knowing who you are is knowing how to help.
Services
At Foundation Wealth Advisors, LLC, we strive to stand out from the typical wealth management firm and provide a higher level of care, trust, and fiduciary responsibility. We are committed to you, your family, and your business. In the overwhelming and ever-changing world of finance, we provide clarity on your existing situation and develop a starting point.
The Accredited Investment Fiduciary(R) (AIF(R)) designation represents a thorough knowledge of and ability to apply the fiduciary Practices. At Foundation Wealth Advisors, we take pride in our transparency and objectivity.
If you're unsure about your current retirement strategies, haven't reevaluated your investments in several years, or are just interested in learning more about what it means to work with a fiduciary, we are happy to offer you a complimentary consultation.
If you're unsure about your current retirement strategies, haven't reevaluated your investments in several years, or are just interested in learning more about what it means to work with a fiduciary, we are happy to offer you a complimentary consultation.
Take a moment to look back on the past 5 to 10 years of your life. How much has changed? As life goes on, very few things will remain the same. And while most of us accept change as a healthy and natural part of life, it still requires a lot of us, especially when it comes to finances. Many of us make financial decisions based on our current situation.
We work with a wide array of individuals and families. Our goal is to guide you through the complexities of wealth management and help you pursue financial independence. We forgo the one-size-fits-all investment platforms that many firms use and instead build a customized and diversified portfolio that complements your other planning concerns, including taxes, benefit plans, and retirement income strategies.
Many business owners want to offer their employees a retirement plan, but aren't sure how to implement one that is competitive and affordable. Our expert technical knowledge of retirement plans allows us to address plan design issues, perform plan and cost analyses, and present a custom solution designed to strategically balance the needs of your company and plan participants.
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