Foundation Wealth Management LLC Employee Directory

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/

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

Foundation Wealth Management LLC Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Foundation Wealth Management LLC's Leadership

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    P. L.
    Wealth Manager ►certified Financial Planner®, Co-Founder, Fee-Only Advisor
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  • Stylized image of a person
    S. M.
    Founding Partner ► Wealth Manager ♦ Certified Financial Planner ♦ Co-Founder ♦ Fee-Only Advisor
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    S. P.
    Owner
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  • Stylized image of a person
    M. B.
    Operations Manager
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  • Stylized image of a person
    O. B.
    Associate Advisor
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  • Stylized image of a person
    F. A.
    Financial Services Representative
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Contact profiles from Foundation Wealth Management LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. L.
    Wealth Manager ►certified Financial Planner®, Co-Founder, Fee-Only Advisor
    Phone icon
    United StatesPennsylvania
    Oct 26, 2025
  • Stylized image of a person
    S. M.
    Founding Partner ► Wealth Manager ♦ Certified Financial Planner ♦ Co-Founder ♦ Fee-Only Advisor
    Phone icon
    United StatesPennsylvania
    Nov 10, 2025
  • Stylized image of a person
    S. P.
    Owner
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    M. B.
    Operations Manager
    Phone icon
    United StatesColorado
    Oct 20, 2025
  • Stylized image of a person
    O. B.
    Associate Advisor
    Phone icon
    United States
    Nov 18, 2025
  • Stylized image of a person
    F. A.
    Financial Services Representative
    Phone icon
    UNITED STATES
    Oct 08, 2025

Frequently Asked Questions

What is Foundation Wealth Management LLC known for?

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Foundation 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?

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Foundation 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?

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Foundation Wealth Management LLC has approximately 3 employees as of December 2025. 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 December 2025, Foundation Wealth Management LLC's key employees 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.
  • Operations Manager: M. B.
  • Associate Advisor: O. B.

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