Advisors at this firm
Noah H
CFP®
Fort Lauderdale, FL
Foundry Financial LLC
Noah Hankin is a CFP® professional with one year of industry experience, currently serving at Foundry Financial LLC in Fort Lauderdale, FL. Prior to joining Foundry Financial, he worked at Palisades Hudson Financial Group and Hinds Financial Group. Outside of finance, Noah owns and instructs at Fort Lobsterdale, a business offering private scuba diving and lobstering tours. Foundry Financial LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm constructs diversified, risk-based portfolios using a combination of fundamental, technical, cyclical, charting, and passive strategies, managing approximately $105 million in discretionary assets with a four-advisor team.
Kevin L
CFP®, Series 65
Pasadena, CA
Foundry Financial LLC
Kevin Lum is a CFP® with seven years of industry experience, currently serving as an advisor at Foundry Financial LLC since 2019. Prior to joining Foundry Financial, he worked at The Table from 2013 to 2019. Outside of his advisory role, he spends a small amount of time managing insurance sales. Foundry Financial LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm constructs diversified, risk-based portfolios using a combination of fundamental, technical, cyclical, charting, and passive investment approaches, with ongoing account monitoring and annual formal reviews.
John F
CFP®
Davidson, NC
Foundry Financial LLC
John Frechette is a CFP® professional with experience at Foundry Financial LLC since 2025. Prior to joining Foundry, he worked at Trust Company of the South from 2022 to 2025 and has held roles at several companies including Huber Engineered Woods and Lowe's Companies, Inc. He is based in Davidson, NC. Foundry Financial LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm uses a mix of fundamental, technical, cyclical, charting, and passive investment approaches to construct diversified, risk-based portfolios under discretionary authority.
Nicholas H
Series 65
College Station, TX
Foundry Financial LLC
Nicholas Hiebert is a financial advisor at Foundry Financial LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at TRU Independence Asset Management, Briaud Financial Advisors, and several independent school districts. Foundry Financial LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm manages diversified portfolios using a combination of fundamental, technical, cyclical, charting, and passive strategies under discretionary authority while allowing client-imposed restrictions.
Robert M
Series 63, Series 65
Mandeville, LA
Foundry Financial LLC
Robert Mc Alister is a financial advisor at Foundry Financial LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Meridian Wealth Management and Northwestern Mutual Investment Services. Outside of advising, he is involved in business consulting through McAlister Ventures, LLC and serves as a referee for youth and adult soccer games. Foundry Financial LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs diversified, risk-based portfolios using a range of investment approaches and offers ongoing portfolio monitoring with formal annual reviews.