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Welcome to The Financial Foundry

Financial Advisement & Investment Management
That Puts You First

The Financial Foundry

We specialize in comprehensive, values-aligned money management and financial planning for individuals and institutions. 

Serving clients nationwide, The Financial Foundry is known for our pioneering brand of sustainable impact investing that emphasizes shareholder engagement.

Comprehensive Financial Advisement

Wealth
Management

Project-Based Planning

Why Us

Discover Our Process

1

Get to Know Us

Before we meet, we encourage you to schedule a complimentary Discovery Call with our team. This can give us the opportunity to learn a bit about you, and it provides you with the chance to ask us whatever is top of mind.

2

Come Into Our Offices

After chatting over video, we’ll invite you to come in and meet with our team face to face. During this time, we’ll begin digging deeper into your unique concerns and outlining potential solutions.

3

Develop a Game Plan

Because we customize our offerings based on your needs, we’ll discuss and decide on the next best steps together. Throughout our time together, we’ll remain communicative, encouraging and proactive in helping you reach your financial goals.

 

A good financial planner can increase your returns by as much as 3% annually.

Mary Scott

Credentials & Education

We separate advisors according to their qualifications, e.g. CFP, CFA, CPA. Advisors without the required designation are excluded.

Experience

With experience comes knowledge. We ensure that every advisor in our network has in-depth expertise.

Ethical Assessment

Our Advisors are fiduciaries. They are required to be unbiased, transparent, and act in your best interest.

Quantitative Assessment

We assess their depth of knowledge, ability to problem solve, operational efficiency, and client-advisor ratio.

Qualitative Assessment

We assess their communication skills and overall client experience.