A New Type of Financial Firm
Why we exist.
I’ve always been passionate about personal finance, investing, real estate, and helping people find the freedom to live their life with purpose.
But when my dad died entirely too early, I tried to help my Mom find an advisor to sort out her finances. Instead of a helping hand, I found an industry of financial advisors dominated by glorified salespeople working on commission — pushing products that were not in my mother’s best interest.
Disappointed with the options, I took matters into my own hands and launched, Foundry Financial, a wealth management firm with transparent pricing that specializes in helping provide clarity around money — so you have the confidence to make smart decisions.
Your Story
Okay, enough about me. Let’s talk about you.
People often ask what type of clients we work with.
Great question. We do our best work with retirees and those nearing retirement who have been diligent savers, have little debt and are facing a significant tax burden in retirement.
Our clients value their time and understand that spreadsheets alone can’t answer life’s most important questions. They know a fulfilling retirement isn’t just about the numbers in their accounts—it’s about the freedom those numbers provide to live a purposeful, impactful life.
Enjoy Life.
So, let’s talk about us.
The world is filled with advisors and financial services companies who work on commission and are not required by law to work in your best interest. We want to find a better way. Using our unique Foundry Framework™ and evidence-based investments, we work to create a world where you are free of financial worry, so you can focus on what really matters.
Working together, our hope is that you will do well, but more than that — you can live your rich life.