Money is a tool.
Forge a life you love.

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Our Custodians
Your wealth, protected at every level.
Fee-Only Fiduciary
As a fee-only fiduciary, Foundry Financial is legally and ethically obligated to act in your best interest — full stop. We don't earn commissions or take kickbacks.
Independent Custody
And your assets are held in your name at two of the most trusted custodial institutions in the country: Charles Schwab and Fidelity.
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Assets managed
30
States served
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In this video
Founder Kevin Lum shows how we guide clients through our streamlined financial planning process
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THE CHALLENGE

Retirement planning can feel overwhelming.

The habits that got you here don't translate to retirement. Suddenly the questions stop being about saving more — and start sounding like:
How much can I safely afford to spend in retirement?
What's the best way to reduce my lifetime tax bill?
How should my investments change as I get older?
When should I claim Social Security?
How do I know if I'm on track to reach my financial goals?
How much can I safely afford to spend in retirement?
What's the best way to reduce my lifetime tax bill?
How should my investments change as I get older?
When should I claim Social Security?
How do I know if I'm on track to reach my financial goals?

We make complex decisions feel simple and manageable.

Retirement Planning Built Around You
You're not a risk tolerance score or a Monte Carlo simulation. We build plans around the life you actually want — what you'll spend, when you'll spend it, and where it comes from — so you stop guessing and start enjoying the money you worked hard to save.
Evidence-Based Investment Management
Our portfolios are built on research, not reactions. We focus on low-cost, diversified strategies designed to weather market ups and downs—so you can stay focused on your goals, not the headlines. It's disciplined, data-driven investing with your long-term success in mind.
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Real advice for real people.

"The folks at Foundry are clearly retirement experts with deep roots and experience in retirement planning. They've gotten to know my unique life situation and have been comprehensive in their guidance."

— Michele W.

"The honesty, transparency, and responsiveness are the best I have seen in my anecdotal experience."
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— Norm R.

"...I’m happy to say our experience with them has been first rate. Their attention to detail in our retirement plan is exceptional and they use the latest tools and investment thinking to manage the "nest egg".

— Chris R.
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Disclaimer
We offer practical, jargon-free resources to help you make informed decisions about retirement, investing, and more.
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Can You Use AI to Plan Your Retirement? What It Gets Right, and Where It Falls Short
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Is $2 Million Enough to Retire? Why the Math Is More Complicated Than You Think
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Is Your Advisor Ready For YOUR Retirement?

You've spent years saving. Now the question isn't just how much you have, it's whether the person managing it is equipped for what comes next.
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Make the next step simple.
Financial advice that balances today and tomorrow
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See if we're a fit
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Pasadena, CA 91101
Foundry Financial, LLC ("Foundry Financial") is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training.

Investing involves risk, including the possible loss of principal. Past performance is not indicative of, and does not guarantee, future results. No investment strategy can guarantee a profit or protect against loss in declining markets. Any references to specific securities, asset classes, or investment strategies are for illustrative purposes only and do not constitute a recommendation.
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