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. First off, we have no minimums.
But, we do our best work for retirees and people nearing retirement with a least a million dollars in assets who are facing significant tax bill in retirement.
Our clients value their time and understand that not all calculations can be made in a spreadsheet. They understand you cannot judge a well lived life simply by the number of zeros in your bank account, but our clients also know that money provides freedom to live their life on purpose.
That’s why when working with you on developing a retirement plan we want to help you achieve your financial dreams, but we also want to talk to you about your strategy for making an impacting.
Do Well. Do Good.
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 ForgePATH™ process 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.