2015 | Wealth Management & Financial Advisors Profiles
Foundation Wealth Management, LLC Pamela A. Hardin, MBA, CFP® President
Financial lives are complex to navigate without expert knowledge, which is why it’s critical to entrust them to a firm that can plan with experience, objectivity and independence. Foundation Wealth Management advisors, led by founder and President Pamela Harden, CFP®, are qualified to handle every aspect of a client’s financial life and to act as a liaison between the myriad players in it: accountants, attorneys, insurance agents and more. The advisor-client relationship at FWM begins with a comprehensive financial plan before any specific recommendations are given. It includes analyses of the clients’ current investments, cash flow, risk management and other critical areas. Clients call on FWM for guidance managing both self-made and multigenerational wealth, and as a female-owned business, the firm is especially qualified to serve Women in Transition. Plus, as a feeonly firm that maintains its independence, FWM advisors can form the best bespoke strategy for the client without compromising their own planning and investment philosophies.
Photo by Victoria Lafferty.
Clients who come to FWM know that, as a Registered Investment Advisory firm, they will be transparent in their communication. Very few things are more personal than finances, and it’s critical that a client’s advisor know about the people and things that matter to him or her. The relationship-building carries to the other financial agents in a client’s life as well, and FWM’s work as a planning liaison ensures that those ties are strong in order to set the client up for success. When it comes to the important numbers in life, it’s best to turn to professionals—and FWM’s 97 percent year-over-year client retention rate is a true testament to their expertise.
Foundation Wealth Management, LLC
8000 Maryland Ave., Ste. 1165, Clayton, MO 63105 fwmria.com | 314.726.6789 ALIVE SPECIAL PROMOTION