Advisors at this firm
John H
CFP®, Series 63, Series 65
Linthicum, MD
Foundation Financial Advisors, Inc.
John Holtzman is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network and Foundation Financial Advisors since 1997. He is based in Linthicum Heights, MD. Outside of his advisory role, he is a co-owner of Kenwood Property, LLC, a residential real estate management entity. Commonwealth Financial Network supports a national network of nearly 3,000 advisors by providing technology, operations, investment management, and compliance services. The firm offers a variety of advisory programs and discretionary model portfolios while allowing advisors flexibility in constructing client portfolios.
Martha C
CFP®, Series 63, Series 65
Linthicum, MD
Foundation Financial Advisors, Inc.
Martha Crocker is a CFP®-certified financial advisor with 37 years of industry experience. She has worked at Foundation Financial Advisors, Inc. since 2012 and is also affiliated with Commonwealth Financial Network. Foundation Financial Advisors, Inc. provides fee-for-service financial planning and consulting to individual clients, focusing on tailored written plans rather than discretionary portfolio management. The firm offers a broad range of planning services and investment vehicle guidance, operating with an explicit avoidance of percentage-of-AUM advisory fees.
James R
CFP®, Series 66
Linthicum, MD
Foundation Financial Advisors, Inc.
James Roland is a CFP® with 11 years of industry experience, currently serving as an advisor at Foundation Financial Advisors, Inc. He previously worked at Sanders Morris Harris Inc. and Commonwealth Financial Network. Roland spends a portion of his time involved in fixed insurance sales conducted at his branch location. Foundation Financial Advisors, Inc. provides financial planning and consulting services focused on individual clients, delivering tailored written plans on a fee-for-service basis without discretionary asset management. The firm offers guidance on a wide range of investment vehicles and ancillary services including tax preparation and accounting through independent contractors.
John B
CFP®, ChFC®, Series 63, Series 65
Linthicum, MD
Foundation Financial Advisors, Inc.
John Bacci is a CFP® and ChFC® with 41 years of experience in financial advisory services. He has been with Foundation Financial Advisors, Inc. since 1997, where he also serves as President and Owner. Outside of his advisory role, Bacci has taught a finance-related course at Anne Arundel Community College. Foundation Financial Advisors, Inc. provides fee-for-service financial planning and consulting to individual clients, covering areas such as investment analysis, tax planning, risk management, and estate planning. The firm focuses on tailored written financial plans without discretionary asset management and offers implementation through Commonwealth Financial Network.
