





Technology
Financial Foundations strives to stay ahead of the competition when it comes to technology for you and your clients. Our office moved to a cloud-based platform, which allows secure access to all files from anywhere at anytime. Your clients will enjoy a new integrated platform that delivers an aggregation of all financial accounts under one umbrella. This allows your clients to have all their information in one location and it helps us identify product opportunities to increase client confidence and loyalty. Technology is one of many ways that Financial Foundations can provide you the tools to be the best advisor to your clients.
Operations
Do you wish you spent more of your day servicing clients and acquiring new ones, rather than ordering toner and preparing client mailings? By joining our team, you no longer need to worry about running day-to-day office logistics. We have an operations team in place to take care of all the details so you can effectively focus on your clients. We take care of onboarding new employees, ordering supplies, compliance, employee relations, technology, and much more, all to create scale and capacity for our advisors so that you can focus on providing superior service to your clients.
Team
We operate under a single philosophy: By working together we can achieve greater results. Our clearly defined sales and support responsibilities ensure everyone within our organization is in the right position. To help you focus on what you do best, we will establish a team to oversee the daily needs of your clients, or, if you already have an team, we will transition them with you. Our advisor teams consist of an associate advisor and an executive assistant. Alongside your team you will have the support of our marketing, compliance, tax, technology, and portfolio management teams.