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Foundation Wealth Management

Foundation Wealth Management

Investment ManagementFlag of USMedia, Pennsylvania, United States1-10 Employees

Company overview

Headquarters9 W 3rd St, Media, PA 19063, US
Phone number+16105487170
Website
NAICS5231
SIC736
Keywords
Risk Management, Tax Planning, Wealth Management, Financial Planning, Estate Planning, Investment Management, Flat Fee
Founded2013
Employees1-10
Socials

Key Contact at Foundation Wealth Management

Flag of US

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/

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Foundation Wealth Management revenue & valuation

Annual revenue$256,665
Revenue per employee$86,000
Estimated valuation?$821,328
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

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.

reCAPTCHA

reCAPTCHA

Security

jQuery Migrate

jQuery Migrate

JavaScript libraries

Twitter Emoji

Font scripts

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

HSTS

HSTS

Security

WordPress

WordPress

Blogs

Google Analytics

Google Analytics

Analytics

Google Tag Manager

Google Tag Manager

Tag managers

Nginx

Nginx

Reverse proxies

Facebook Pixel

Facebook Pixel

Analytics

core-js

core-js

JavaScript libraries

Frequently asked questions

Foundation Wealth Management is located in Media, Pennsylvania, US.
You can reach Foundation Wealth Management at +16105487170.
Foundation Wealth Management was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.
Foundation Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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