Mount Airy / Maryland / United States
Financial Foundations, you have the resources of a large firm with the personal attention of a small practice. We work comprehensively with our clients and their wealth management plans in a collaborative way. We utilize a disciplined approach that incorporates the 13 Wealth Management Issues that our research shows are important for our clients to address. A personal financial plan is created for clients that addresses the management issues on a more detailed level so we can create appropriate recommendations. By leveraging the vast resources of DFPG Investments, Inc. (DFPG) and Integrated Advisors Network, LLC (IAN), we strive to provide clients with the appropriate ideas and products for their needs. We have access to various investment options designed to address the needs of clients from all walks of life. In addition, we utilize pension experts, insurance underwriters, professional asset managers, CPA’s, estate attorneys and ERISA attorneys whenever needed. We are able to give clients access to all of these services in a highly customized and personalized way.
