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Client Experience

 

 

 

 

 

Working with a trusted financial partner is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most.


  • Are you nervous about market volatility?

  • Do you wonder if you are truly prepared for retirement?

  • Do you have specific questions about your financial plan?

  • Would you like a second opinion on your investments or retirement plan?




 


 


We’re Here to Help Virtually


We offer a no-cost introductory Q&A session to help answer your questions, learn more about your goals, and see how we may be able to help.


 


In our no-cost introductory phone call, we’ll discuss:



  • Which financial questions do you have?

  • What worries you about your financial future?

  • What are your concerns or goals when it comes to investing?




During our discussion, we’ll answer any specific questions you may have, and take the time to learn about your values, goals, and objectives.


 


How To Prepare For Our Call


You don’t need to do anything to prepare for the meeting, and there’s no cost or commitment for the call. It may be helpful to collect your financial questions so we can review them together. Use the link below to schedule your call online now!


 


Get Started Now


Schedule your free 30-minute introductory phone call today to:



  • Plan to maximize your financial future.

  • Get answers to your specific questions.

  • Get personalized recommendations for your unique situation.​





 


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You may also call (440) 899-7535 or email jarnold@foundationwa.com.


 



About Joe



Joe Arnold is an independent financial advisor and the founder and president of Foundation Wealth Advisors, LLC, an independent firm providing private investment management for individuals and families, as well as retirement plan consulting for small and mid-sized businesses. With almost 20 years of experience in the financial industry, Joe specializes in providing objective advice to individuals, as well as transparency in building and managing company 401(k) retirement plans. He is committed to putting his clients’ best interests first in all decision-making and recommendations. Based in Westlake, Ohio, he serves clients in the Cleveland, Akron, and surrounding areas, as well as throughout the country. Joe received a bachelor’s degree in business administration from Cleveland State University and is an Accredited Investment Fiduciary® (AIF). He has been featured on national television, including CNBC and FOX Business, and quoted in various publications, including The Wall Street Journal, CNN Money, Forbes, and others. Joe lives in Rocky River, Ohio, with his wife, Allison, and their two grown children, Kevin and Keira. An avid golfer, he is a former Class A PGA of America teaching professional and NCAA Division 1 athlete. When he’s not working, he enjoys playing golf, working out, and honing his culinary skills. To learn more about Joe, connect with him on LinkedIn.