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FOUNDATION WEALTH ADVISORS, LLC

INVESTMENTS & FINANCIAL PLANNING FOR YOUR FAMILY & BUSINESS

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Who we are and Our Passion

Meet Our Team
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Find out about the Business Services we offer

Learn More
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Find out about the Individual Services we offer

Learn More
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Building Relationships with our clients matters

Our Story

810 Sharon Drive Suite 100
Westlake, OH 44145
Phone:
  • (440) 899-7535
Fax:
  • (440) 899-7533

Retiree



Do you have questions about making your Retirement Income last?
Foundation Wealth Advisors, LLC will work with you to make sure that you are doing everything possible to make that happen

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Pre-Retiree



Are you on track for retirement?
Foundation Wealth Advisors, LLC will work with you to customize your investment strategies to fit your current needs and future goals.

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Business Owners



Small businesses are the backbone of America. We’ll do our utmost to help your business thrive with comprehensive employee benefits, key-man protection, and business succession strategies.

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Welcome to Foundation Wealth Advisors, LLC

 

How is Our Investment Approach Different?


We Don't Sell. We Solve.

Through state of the art investment and reporting technology, we offer our clients comprehensive solutions for the accumulation and preservation of their wealth.

Our Purpose

Knowing who you are is knowing how to help. Understanding your needs and goals provides the financial blueprint for your future and lays the foundation for your success.

Our Principle

We are an independent firm that operates under the fiduciary standard. We value trust before transactions. Learn more about the importance of a fiduciary.

Our People

Our team knows the value of uniqueness and provides each client with the personalized service we would hope to receive.


What’s Your Risk Number?

Defining risk tolerance is one of the most important things an individual investor can do for their financial portfolio. Foundation Wealth Advisors provides a free tool to help analyze that risk tolerance by answering a few questions. The tool, provided by Riskalyze, uses a series of trade off questions that analyzes investor behavior. To find our your number, click on the link and take the free analysis. Give us a call, we’ll help you make sense of it all and adjust your portfolio accordingly.


Unique Solutions for Unique People

One-size-fits-all strategies are best left to vacation bike helmets. At Foundation Wealth Advisors, LLC, we think outside the box. Client uniqueness demands customized solutions. We leave the cookie cutters in the kitchen and pride ourselves on our ensemble approach to financial planning. Before implementing any changes, each decision is carefully reviewed by the team.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck