Money Doesn’t Have to Be Scary
How we help.
Foundry is committed to providing clarity, confidence, and control over your money, equipping you to live your rich life.
We begin by understanding the life you envision and then craft a plan to make that vision a reality. Recognizing the dynamic nature of life, we ensure that your financial plan remains adaptable, poised to adjust with every twist and turn your journey takes
FINANCIAL PLANNING
We don’t believe in a a “one size fits all” guide to retirement planning. Each plan is unique to your situation. We’ll provide a complete roadmap that includes: net worth, cash flow, risk assessment, estate planning, insurance, taxes and where you’re at on your journey towards retirement.
PERSONALIZED TAX STRATEGY
Taxes will be one of your largest expenses in retirement, but with property tax planning — you may be able to pay significantly less in taxes during your retirement years. Foundry puts a special emphasis on making strategic decisions to help you reduce your future tax burden.
INVESTMENT MANAGEMENT
Using evidence-based strategies, we design portfolios tailored to you, your specific goals, values, and risk tolerance, while using institutional class mutual funds, exchange traded funds, fixed income securities and some future oriented individual stocks.
MAKE AN IMPACT
We work with clients to craft an investment portfolio that delivers market rate returns while also making an impact, because we believe you can invest in ways that reflect your values without compromising the opportunity to seek attractive returns on your money.