Foundation Wealth Management, Llc\pa
Foundation Wealth Management, LLC is a boutique, fee-only investment advisory firm headquartered in Media, Pennsylvania, founded in 2003. The firm primarily serves individuals, families, small businesses, and institutional clients such as pension and profit sharing plans. Known for its client-focused approach, Foundation Wealth Management delivers comprehensive financial planning, portfolio management, and retirement consulting services. It adopts a transparent, flat-fee structure to avoid conflicts of interest, with an emphasis on simplicity, low-cost portfolios, and holistic financial advice. The team offers educational programming and market insights, and typically works with clients having portfolios of $1 million or more. The firm is led by experienced financial professionals and is registered to serve clients in multiple states.
Investment Strategy
Foundation Wealth Management, LLC espouses a philosophy of simplicity and transparency in its investment approach, focusing on no-load mutual funds, low-cost, tax-efficient portfolios, and clear financial planning. The firm helps clients grow their entire net worth with strategies that also emphasize debt elimination and responsible cash flow planning. By not charging fees based on assets under management but rather a flat annual fee, the firm avoids conflicts of interest and prioritizes the client's long-term financial success. Investment recommendations are customized to each client's goals, risk tolerance, and overall financial situation, ensuring portfolios are thoughtfully constructed and maintained for lasting value.
Top Holdings
Equity Positions (94)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 9.90% | $25.6M | 77,866 | $296.90 | $328.17 | +$6.2M |
V VCIT | VANGUARD SCOTTSDALE FDS | 8.11% | $20.9M | 248,946 | $81.71 | $84.11 | +$6.4M |
I IVV | ISHARES TR | 5.28% | $13.6M | 20,361 | $588.68 | $669.30 | +$802.0K |
V VCSH | VANGUARD SCOTTSDALE FDS | 5.14% | $13.3M | 165,923 | $78.75 | $79.93 | +$3.7M |
D DFAC | DIMENSIONAL ETF TRUST | 4.87% | $12.6M | 325,976 | $34.59 | $38.57 | +$99.7K |