FORESIGHT FINANCIAL SERVICES, LLC

Overview

Foresight Financial Services, LLC is a small, independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm operates under a flexible fee model that includes percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing wealth management relationships and project-based planning work. Investment activity tilts strongly toward publicly traded equities, with a clear preference for exchange-traded instruments as the principal way the firm implements client portfolios. The adviser is structured as a limited liability company and is owner-operated. Its client base is individual and family households rather than institutional mandates. Foresight does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser. Services emphasize hands-on portfolio oversight and customized planning for a compact roster of clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices