Our Firm

Foundation Wealth Management is a full-service financial services firm committed to helping our clients pursue their financial goals.  Our mission is to get to know you, develop a comprehensive investment plan, and then monitor that plan going forward.  We listen to your individual wants and needs, we plan for a better future, and we manage your accounts to help take some of the worry out of investing! 

Our advisors are affiliated with LPL Financial when it comes to our securities transactions.  LPL Financial is one of the largest independent broker dealers in the country, as reported by Financial Planning magazine, June 1996-2018, based on total revenue, and affords us cutting edge technology and independent investment research.  We are also affiliated with Private Advisor Group which is a Registered Investment Advisor with the SEC, and PAG helps us in managing your investment accounts from a fiduciary standpoint.  Foundation Wealth Management, LPL Financial, and PAG are all separate entities but we work together to help plan for, and build your future!