Financial Foundations, Inc.

Overview

Financial Foundations, Inc. presents itself primarily as an accounting practice that also provides financial planning services. The firm is organized as a corporation with individual ownership and bills clients on an hourly charges basis rather than through asset-based fees. It does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm's stated activities emphasize accountant services coupled with financial planning, suggesting its client-facing work leans toward advice and plan development rather than discretionary portfolio management or institutional capital allocation.

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Investments & Alternatives

Location & Offices