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Foundation Wealth Management Employee Directory

Financial ServicesMissouri, United States2-10 Employees

Foundation Wealth Management operates in the financial services sector as an independent advisory firm. It emphasizes a personalized, client-centered approach, assembling a team of advisors to align with each client’s goals and life circumstances, with a focus on integrating investment management with considerations such as tax, insurance, and estate planning to increase efficiency and save time for clients.

Based in Clayton, Missouri, the firm has been serving clients since 2003 and positions itself as independent, not affiliated with any securities broker-dealer or product provider. The intended client base is individuals and families seeking tailored financial guidance that accounts for unique situations like education funding, long-term care, life insurance, and retirement planning, acknowledging that financial decisions are interconnected and affect overall life plans.

Find Foundation Wealth Management employees' phone numbers or email addresses

Foundation Wealth Management Global Highlights

Location
Employees

North America
12

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  • United States Of America
    11
  • Canada
    1

Foundation Wealth Management's Leadership

  • Owner at Foundation Wealth Management
    B. W.
    Owner
    Mobile Phone
  • Certified Financial Planner® Professional at Foundation Wealth Management
    M. R.
    Certified Financial Planner® Professional
    Mobile Phone

Foundation Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Contact profiles from Foundation Wealth Management

Name
Title
Contact
Location
Last Update
  • Owner at Foundation Wealth Management
    B. W.
    Owner
    Mobile Phone
    Canada, Ontario
    Sep 04, 2026
  • Certified Financial Planner® Professional at Foundation Wealth Management
    M. R.
    Certified Financial Planner® Professional
    Mobile Phone
    Jan 14, 2026

Frequently Asked Questions

What is Foundation Wealth Management known for?

Minus sign iconPlus sign iconFoundation Wealth Management was founded in 2003 and operates in the Financial Services industry. You can contact Foundation Wealth Management's main corporate office by phone at
+1-314-726-****
. Explore Foundation Wealth Management's company overview page for more information.

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

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

How many employees does Foundation Wealth Management have currently?

Minus sign iconPlus sign iconFoundation Wealth Management has approximately 9 employees as of August 2026. These team members are located across 1 continents, including North America.

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

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

  • Owner: B. W.
  • Certified Financial Planner® Professional: M. R.

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