Foundation Financial Advisors | Linthicum, MD

A Sound Structure

Providing trusted advice since 1996.

Your financial house needs to be built on a solid foundation. That means having an individualized plan that is designed just for you, so that you can pursue your financial goals. Our experienced professionals will help you design, build, and achieve the life you envision for today and in the future.

 

From-Uncertainty-to-Certainty

From Uncertainty to Certainty

Our CERTIFIED FINANCIAL PLANNER™ professionals will partner with you to build a financial plan that will withstand the unpredictability of the financial markets, as well as the potential risks of inflation and rising taxes. We’ll help protect your hard-earned assets no matter what uncertainties lie ahead.

​See Our Story​

Fortify Your Dreams

We will help you achieve your vision no matter where you are on your financial journey.

Investment-Management-Icon

Investment Management

We will customize a portfolio to meet YOUR goals. As independent advisors, we have the freedom to choose from a range of investment options to tailor advice based on what's best for you.

Estate-&-Tax-Planning-Icon

Estate & Tax Planning

Pass on your assets to whom you choose in the most cost-effective and tax-efficient way.

Retirement-Planning-Icon

Retirement Planning

A retirement income plan is at the heart of most of our financial plans. We make sure that your resources are sufficient and that tax efficiency guides the process.

Family-Office-Services-Icon

Family Office Services

Receive concierge-level services designed specifically to meet the complex challenges of high-net-worth families.

View All Services

 

The Cornerstone of Your Financial Life

Like the foundation of a home — your financial foundation requires strong building materials. Our sound investment management, tax strategies, and legacy planning will help support the life you want today and in the future.

The-Cornerstone-of-Your-Financial-Life
Knowledge Is Power

Knowledge Is Power

Through our 40 years of providing guidance and advice, our CERTIFIED FINANCIAL PLANNER™ professionals understand that knowledge is essential when making life's financial decisions. When you have retirement in sight, sound decisions will help you avoid costly mistakes that can affect your future.

​Meet Our Team