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Foundation Wealth Management LLC Employee Directory

Investment ManagementPennsylvania, United States2-10 Employees

Foundation Wealth Management LLC is an independent wealth management firm based in downtown Media, Pennsylvania. It serves individuals and families by helping them organize, grow, and preserve wealth. As a fee-only registered investment adviser, the firm is held to a fiduciary standard and does not sell products or receive commissions.
By putting clients' interests first, the firm aims to provide objective guidance and reduce conflicts of interest while shaping financial plans aligned with each client’s goals. Its stated mission focuses on reducing worry, frustration, and stress in financial life through ethical, client-centered service.

Find Foundation Wealth Management LLC employees' phone numbers or email addresses

Foundation Wealth Management LLC Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Foundation Wealth Management LLC's Leadership

  • Stylized image of a person
    S. M.
    Founding Partner ► Wealth Manager ♦ Certified Financial Planner ♦ Co-Founder ♦ Fee-Only Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. P.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    O. B.
    Associate Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    F. A.
    Financial Services Representative
    Phone icon
    Mobile Phone

Foundation Wealth Management LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Foundation Wealth Management LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. M.
    Founding Partner ► Wealth Manager ♦ Certified Financial Planner ♦ Co-Founder ♦ Fee-Only Advisor
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Jun 08, 2026
  • Stylized image of a person
    S. P.
    Owner
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    O. B.
    Associate Advisor
    Phone icon
    Mobile Phone
    United States
    Jun 25, 2026
  • Stylized image of a person
    F. A.
    Financial Services Representative
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 08, 2025

Frequently Asked Questions

What is Foundation Wealth Management LLC known for?

Minus sign iconPlus sign iconFoundation Wealth Management LLC was founded in 2013 operates in the Investment Management industry. Explore Foundation Wealth Management LLC's company overview page for more information.

What is Foundation Wealth Management LLC's most common email format?

Minus sign iconPlus sign iconFoundation Wealth Management LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Foundation Wealth Management LLC email formats with LeadIQ.

How many employees does Foundation Wealth Management LLC have currently?

Minus sign iconPlus sign iconFoundation Wealth Management LLC has approximately 4 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Foundation Wealth Management LLC's key employees and leadership?

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As of July 2026, Foundation Wealth Management LLC's key employees include:

  • Founding Partner ► Wealth Manager ♦ Certified Financial Planner ♦ Co-Founder ♦ Fee-Only Advisor: S. M.
  • Owner: S. P.
  • Associate Advisor: O. B.
  • Financial Services Representative: F. A.

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