Foundation Wealth Management LLC Information

ABOUT FOUNDATION WEALTH MANAGEMENT LLC We are an independent Wealth Management firm located in the heart of downtown Media, PA. We work with individuals and families to help organize, grow and preserve their wealth. We are Fee-Only “Registered Investment Advisors,” legally held to a fiduciary standard for our clients, in contrast to the majority of financial advisors who are “Registered Representatives” of broker dealers. As Fee-Only Financial Planners, we work for you and not for a brokerage or insurance company. We don’t sell products, and we’re not commissioned salespeople who “represent” insurance or brokerage companies. We represent and work exclusively for our clients only – they hire us and pay us directly. This helps remove potential conflicts of interest and allows our clients to receive objective advice and guidance. By putting our client's interest first, we are focused on creating and building a financial plan that helps them achieve their financial goals. We help take the guesswork out of our clients’ financial lives and remove the uncertainties about their financial future. We help with the hard part so you can spend your time enjoying life and not worrying about it. Our mission is to remove the undue worry, frustration, and stress from your financial life in an ethical and caring way. Our knowledge, experience, and values equip us to help you reduce risk, gain peace of mind, and achieve your life goals.