Meet Pamela A. Hardin, President Of Foundation Wealth Management, LLC
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 A. Hardin, 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 fee-only firm that maintains its independence, FWM advisors can form the best bespoke strategy for the client without compromising their own planning and investment philosophies.
Clients who come to FWM know that, as a Registered Investment Advisory firm, the firm 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 issues 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
Contact Foundation Wealth Management, LLC online here.
8000 Maryland Ave., Ste. 1165, Clayton, MO 63105
Foundation Wealth Management LLC is an SEC registered investment advisor. For more information, you may request a copy of the firm’s Form ADV on file with the SEC at www.adviserinfo.sec.gov. This information is subject to change and does not constitute an offer, solicitation or recommendation to purchase any particular security.