Our Mission Statement

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and strive to provide you with only the highest quality information, services, and products to help you pursue your goals.

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!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets they serve,*supporting nearly 29,000 financial advisors, and approximately 1,100 institution-based investment programs and 570 independent RIA firms nationwide. They are steadfast in their commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, LPL takes care of their advisors, so they can take care of their clients.  

*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2025); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States

We are also affiliated with Private Advisor Group(PAG) which is an SEC Registered Investment Advisor. 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 your future!

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

• Investment Management
• Retirement Planning
• Life Insurance
• Annuities and CD's
• Alternative Investments
• Educational Accounts