FOUNDERS GROVE WEALTH PARTNERS, LLC

Overview

Founders Grove Wealth Partners, LLC is an independent registered investment adviser formed as a limited liability company that provides fee-based financial planning and discretionary portfolio management for individuals, families and small businesses. The firm acts as a capital allocator, sourcing and placing client capital with external managers when appropriate, and also offers selection of other advisers as part of its service mix. Its fee model combines a percentage-of-assets-under-management component with fixed-fee engagements. Services are focused on individual and family clients, with capability to manage portfolios for small businesses and institutional clients. Founders Grove Wealth Partners, LLC does not present itself as an ESG-focused manager and is not positioned as a pension consultant or related-adviser network. The firm registered with the SEC in 2024 and is owned by an individual principal; it operates as an independent RIA rather than as part of a broker-dealer or wirehouse.

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