Yes! We have clients in over 30 states, with team members spread across the country.

Our firm is equipped to meet with clients (and potential clients) through the video conferencing software, Zoom.

We do not offer hourly work, or project based work.

We are a boutique firm that offers personalized service to our clients. You are not just another number, but are family to us.

For your safety and convenience, Foundry Financial uses third-party custodians to hold and safeguard your investment and retirement accounts. Our primary custodian is Fidelity Institutional, which serves more than 14,000 advisory firms and custodies over $4.5 trillion in assets. Fidelity has a long-standing reputation for reliability, innovation, and client service—making it a strong partner in helping us serve you with confidence.

We also maintain a custodial relationship with Charles Schwab, the largest RIA custodian in the country, with over $7.6 trillion in total assets and more than $3.6 trillion specifically held on behalf of independent advisors.

Using trusted third-party custodians ensures your assets are held securely and gives you full transparency into your accounts at all times.

We charge a fee that’s a percentage of the value of the investments we manage, which is debited directly from the account:

—1.25% on the first $500,000 we manage
—0.75% between $500,000 and $3,000,000
—0.5%  between $3,000,001 and $10,000,000
—0.25% between $10,000,001 and above

There’s no additional charge for the tax and estate planning advice we provide.

Foundry offers comprehensive financial planning.. We help clients with:

—Retirement planning

—Investment management

—Tax planning

—Estate planning

—Insurance review

—Cash flow planning

And everything else needed to ensure you can retire without worry.