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Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Schedule a meeting today with one of our financial professionals and get the support you need. We look forward to working with you.
Take control of your financial future with our comprehensive financial planning services, unique to you and your situation.
Wealth management is more than investing. We consider your unique financial goals to grow and protect your assets.
We provide tax planning services that can help you save money and reach your financial goals with confidence.
Safeguard your legacy with estate planning services and tax considerations provided by our professionals.
We offer services for small and large companies looking to establish or optimize their employee retirement plans.
We may have our headquarters in Annapolis Maryland, but our team of experienced financial advisors will work with you virtually and nationwide to delve deep into your financial history and your future goals. From there, we'll create a custom plans to get you started, and we'll guide you each and every step of the way.
Our Team
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Foundation Wealth & Tax Advisors is a Fee-Only, Fiduciary, Independent Financial Advisory Firm.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.