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 for personal clients, and qualified plans for business clients. 

 

- We are fiduciaries and always give advice in the best interest of our clients.
- We are fee-only and do not charge commissions or hidden fees.
- We are independent and not beholden to a bank.
- We win the tax game long-term in our planning.

 

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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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

839 Bestgate Road Suite 400 Annapolis, MD 21401 Phone: (888) 354-5899
1704 Main Street Chester, MD 21619 Phone: (410) 956-6002
3161 Solomons Island Road, Unit 1 Edgewater, MD 21037 Phone: (410) 956-6002