Foundation Wealth & Tax Advisors, LLC

Great financial advice can't happen without great tax advice. At Foundation Wealth & Tax Advisors, we are founded by Certified Financial Planners and CPAs to offer the highest level of financial and tax planning to our clients. We provide financial planning, investment management, tax advice & compliance services, and estate planning. 


- We are fiduciaries and always give advice in the best interest of our clients.
- We are fee-only and don't charge commissions or hidden fees.
- We are independent and not beholden to a bank.
- We have CFA's and investment managers to construct portfolios.
- We win the tax game long-term in our planning.



Advisors at this Office


This Office

1704 Main Street Chester, MD 21619 Phone: (410) 956-6002

Primary Office

15720 Brixham Hill Avenue Suite 300 Charlotte, NC 28277 Phone: +1 (888) 354-5899

Other Offices

1704 Main Street Chester, MD 21619 Phone: (410) 956-6002
3161 Solomons Island Road, Unit 1 Edgewater, MD 21037 Phone: (410) 956-6002