


Foundation Wealth Management
Investment Management • Media, Pennsylvania, United States • 1-10 Employees
Company overview
| Headquarters | 9 W 3rd St, Media, PA 19063, US |
| Phone number | +16105487170 |
| Website | |
| NAICS | 5231 |
| SIC | 736 |
| Keywords | Risk Management, Tax Planning, Wealth Management, Financial Planning, Estate Planning, Investment Management, Flat Fee |
| Founded | 2013 |
| Employees | 1-10 |
| Socials |
Key Contact at Foundation Wealth Management
Stephen Mcdade
Founding Partner ► Wealth Manager ♦ Certified Financial Planner ♦ Co-Founder ♦ Fee-Only Advisor
About Foundation Wealth Management
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/
Foundation Wealth Management revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Foundation Wealth Management has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Foundation Wealth Management has never raised funding before.
Foundation Wealth Management Tech Stack
Discover the technologies and tools that power Foundation Wealth Management's digital infrastructure, from frameworks to analytics platforms.
Security
JavaScript libraries
Font scripts
JavaScript libraries
Programming languages
Security
Blogs
Analytics
Tag managers
Reverse proxies
Analytics
JavaScript libraries
Frequently asked questions
4.8
40,000 users



