.jpg)
By Joe Arnold, AIF®
When it comes to money, many of us think that having lots of it is the be-all, end-all goal. And while, yes, money does make the world go round, we believe that money is a tool, not a solution. That’s why Foundation Wealth Advisors takes a different approach. We think one-size-fits-all labels should be left to vacation bike helmets, not to your money. Our customized strategies and creative solutions help our clients pursue financial freedom and security alongside personal fulfillment.
What We Do
It’s simple, really, but also uncommon: we don’t sell, we solve. We’re not salespeople who push proprietary products or have corporate sales quotas influencing our decisions. Instead, our advice and services center on the individual needs of our clients. We provide highly personalized investment strategies built around each client’s risk tolerance, goals, financial situation, and concerns. Through a hands-on approach, our team strives to help our clients understand, in real terms, what their investments and retirement plans mean so they can pursue financial independence and feel more confident in their future. Our comprehensive services cover every area of your financial life, from taxes and charitable giving to college planning and retirement income strategies.
Help For The Business Owner
We also offer 401(k) retirement plan consulting and business planning for small and mid-sized
businesses. Many business owners want to offer their employees a retirement plan but aren’t sure how to implement one that is competitive and affordable. We take the burden off of your back, using our expert technical knowledge to address plan design issues, perform plan and cost analyses, and present a custom solution designed to strategically balance the needs of your company and plan participants. We help you implement processes to help you navigate the fiduciary obligations involved in your qualified retirement plan. Our business owner clients also benefit from our depth of knowledge and experience in succession planning, key man planning, and payroll services.
How We Work
Before we dive into the numbers, we get to know you so we know how to help. Understanding your needs and goals provides the financial blueprint for your future and lays the foundation for your success. Our team knows the value of uniqueness and provides each client with the personalized service we would hope to receive ourselves. 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. This gives you peace of mind that your finances are being treated with the utmost care.
Who We Serve
While we serve a diverse range of clients, including retirees, professionals, and business owners, many of our clients are the so-called “millionaires next door.” No matter what walk of life they come from, they are hard-working people who are doing their best to save for retirement. They want to partner with a financial professional who will go the extra mile to make sure their hard-earned money grows so they can enjoy a stress-free retirement.
We are proud to say that most of our clients come from referrals. We treat our clients like family and they tell us that they appreciate our trustworthy, down-to-earth demeanor. They love that we educate them along the way and that they can count on us to put them first, always.
Our Goal For You
Everything we at Foundation Wealth Advisors do can be summed up with this: we want you to feel a sense of relief, hope, and security for your future. We’d love the opportunity to make that a reality for you. Reach out to us at (440) 899-7535 or jarnold@foundationwa.com to schedule a complimentary consultation.
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.