Foundation Wealth Management, LLC

Owen Brown is a CFP® professional with two years of industry experience, currently serving at Foundation Wealth Management, LLC. His prior roles include positions at Equitable Advisors, LLC and Brooklyn Plans. In addition to his advisory work, he provides in-house notary services to clients of Foundation Wealth Management. Foundation Wealth Management serves individuals, high-net-worth clients, and charitable organizations with comprehensive wealth management that integrates financial planning and discretionary investment management. The firm employs a fee-only model and focuses on tailored, goals-based portfolios using fundamental analysis across a range of investment vehicles.

Stephen Mcdade is a CFP® professional with 13 years of industry experience, currently serving at Foundation Wealth Management, LLC since 2013. He holds a Series 63 license and teaches a personal finance class as an adjunct professor at Temple University. Foundation Wealth Management serves individuals, high-net-worth clients, and charitable organizations with comprehensive wealth management that integrates financial planning and discretionary investment management. The firm employs a fee-only model and focuses on tailored, goals-based portfolios using fundamental analysis across various asset classes.

Burwell Hutchinson III is a CFP® professional with 21 years of industry experience, currently serving at Foundation Wealth Management, LLC since 2024. He previously worked for Integrated Wealth Advisors, LLC for 17 years. Outside of his advisory role, Hutchinson provides tax preparation and accounting services as a CPA through Integrated Tax and Business Services, LLC, and also serves as a notary public. Foundation Wealth Management serves individuals, high-net-worth clients, and charitable organizations with comprehensive wealth management that integrates financial planning and discretionary investment management. The firm follows a fee-only model and manages portfolios using fundamental analysis across various asset classes, with most client assets managed on a discretionary basis.

Paul Laviola is a CFP® certificant with 21 years of industry experience, currently serving as an advisor at Foundation Wealth Management, LLC since 2013. He also teaches a personal finance course as a non-tenure track instructor at Temple University. Foundation Wealth Management serves individuals, high-net-worth clients, and charitable organizations with ongoing wealth management that combines financial planning and discretionary investment management across retirement, estate, tax, and cash-management matters. The firm follows a fee-only model and employs tailored, goals-based portfolios using fundamental analysis and a mix of individual equities, bonds, mutual funds, and ETFs.