Advisors at this firm
Marianne M
CFP®, Series 66
Baltimore, MD
Foundry Wealth Advisors, LLC
Marianne Mattran is a CFP® and Series 66-registered financial advisor with over 21 years of industry experience. She has worked at Foundry Wealth Advisors, LLC since 2019 and previously held roles at MS Howells & Co, Jemma Financial Services, and Coastal Equities, Inc. Outside of advising, she holds a Maryland State Life Health insurance producer license and is involved in an advertising business through Matador Holdings, LLC. Foundry Wealth Advisors provides discretionary portfolio management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm emphasizes customized financial plans developed through detailed client interviews and employs diversified investment strategies while conducting ongoing account monitoring and reviews.
Kyle F
Series 65
Baltimore, MD
Foundry Wealth Advisors, LLC
Kyle Fishler is a financial advisor at Foundry Wealth Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Foundry Wealth Advisors since 2017, including its predecessor entity Jemma Investment Advisors LLC. Outside of his advisory role, Kyle is a Maryland Licensed Life, Health, and Long Term Care Insurance Producer focusing on fixed life insurance products. Foundry Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm emphasizes customized financial plans based on detailed client interviews and manages diversified portfolios on a discretionary basis with ongoing reviews.
Lillie H
Series 65
Baltimore, MD
Foundry Wealth Advisors, LLC
Lillie Hughes is a financial advisor at Foundry Wealth Advisors, LLC in Baltimore, MD, holding a Series 65 designation with three years of industry experience. Prior to joining Foundry Wealth Advisors in 2021, she worked at United Way of Central Maryland and has experience from the College of William & Mary and Rutland Beard Floral Group. Foundry Wealth Advisors provides discretionary portfolio management and comprehensive financial planning services primarily for individual and high-net-worth clients. The firm focuses on customized financial plans developed through detailed client interviews and employs diversified investment strategies, monitoring accounts continuously with regular reviews.
Donald M
Series 63, Series 65
Baltimore, MD
Foundry Wealth Advisors, LLC
Donald Mattran Jr. is a financial advisor at Foundry Wealth Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Foundry Wealth Advisors and related entities since 2011, with prior experience at Coastal Equities, Inc. Outside of his advisory role, he is co-owner of Matador Holdings, LLC, an advertising business connected to Foundry Wealth Advisors. Foundry Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm uses a customized planning process and diversified investment strategies, managing approximately $134.2 million in assets across about 67 accounts.