Insights

Niche Market Focus Foundation Wealth Management LLC’s emphasis on fee-only fiduciary advice positions it as a trusted advisor for high-net-worth individuals and families seeking transparent, conflict-free financial planning, creating opportunities for premium service offerings and personalized financial technology solutions.

Smaller Firm Agility With fewer than 10 employees, the firm is likely open to integrated technology platforms, outsourced services, and scalable solutions that enhance operational efficiency while maintaining high levels of personalized service.

Growth Potential Generating between one to ten million dollars in revenue presents an opportunity to introduce advanced wealth management tools, portfolio analytics, and client engagement platforms that support expansion and increased assets under management.

Competitive Differentiator As an independent and fee-only advisor, the firm can leverage technology to further emphasize transparency and ethical standards, appealing to clients who prioritize fiduciary responsibility and objective advice amidst industry competition.

Technology Adoption Utilizing modern web technologies such as WordPress and security measures like X-XSS-Protection indicates openness to adopting innovative digital solutions, creating opportunities to offer tailored digital onboarding, client portals, and cybersecurity services to enhance client trust and operational security.

Foundation Wealth Management LLC Tech Stack

Foundation Wealth Management LLC uses 8 technology products and services including W3 Total Cache, WordPress, JSON-LD, and more. Explore Foundation Wealth Management LLC's tech stack below.

  • W3 Total Cache
    Caching
  • WordPress
    Content Management System
  • JSON-LD
    Javascript Frameworks
  • Modernizr
    Javascript Libraries
  • Priority Hints
    Performance
  • X-XSS-Protection
    Security
  • ZURB Foundation
    UI Frameworks
  • Nginx
    Web Servers

Media & News

Foundation Wealth Management LLC's Email Address Formats

Foundation Wealth Management LLC uses at least 1 format(s):
Foundation Wealth Management LLC Email FormatsExamplePercentage
First@myfoundationwealth.comJohn@myfoundationwealth.com
50%
First@myfoundationwealth.comJohn@myfoundationwealth.com
50%

Frequently Asked Questions

What is Foundation Wealth Management LLC's official website and social media links?

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Foundation Wealth Management LLC's official website is myfoundationwealth.com and has social profiles on LinkedIn.

What is Foundation Wealth Management LLC's SIC code NAICS code?

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Foundation Wealth Management LLC's SIC code is 8741 - Management Services NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Foundation Wealth Management LLC have currently?

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As of December 2025, Foundation Wealth Management LLC has approximately 3 employees across 1 continents, including North America. Key team members include Wealth Manager ►certified Financial Planner®, Co-Founder, Fee-Only Advisor: P. L.Founding Partner ► Wealth Manager ♦ Certified Financial Planner ♦ Co-Founder ♦ Fee-Only Advisor: S. M.Owner: S. P.. Explore Foundation Wealth Management LLC's employee directory with LeadIQ.

What industry does Foundation Wealth Management LLC belong to?

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Foundation Wealth Management LLC operates in the Investment Management industry.

What technology does Foundation Wealth Management LLC use?

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Foundation Wealth Management LLC's tech stack includes W3 Total CacheWordPressJSON-LDModernizrPriority HintsX-XSS-ProtectionZURB FoundationNginx.

What is Foundation Wealth Management LLC's email format?

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Foundation Wealth Management LLC's email format typically follows the pattern of First@myfoundationwealth.com. Find more Foundation Wealth Management LLC email formats with LeadIQ.

When was Foundation Wealth Management LLC founded?

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Foundation Wealth Management LLC was founded in 2013.

Foundation Wealth Management LLC

Investment ManagementPennsylvania, United States2-10 Employees

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.

https://myfoundationwealth.com/disclosures/

Section iconCompany Overview

SIC Code
8741 - Management Services
NAICS Code
5239 - Other Financial Investment Activities
Founded
2013
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Foundation Wealth Management LLC's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Foundation Wealth Management LLC's revenue is estimated to be in the range of $1M$10M

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