Over the years, we’ve witnessed a shift in the industry. Rather than focusing on a client’s personal needs, it seems that many advisors are concerned with making sales or fitting clients into a model portfolio. However, no two people are the same and we believe their financial strategies should reflect their unique situations and individual goals. At Founding Capital, LLC, we formed our firm with the desire to help individuals and families develop personalized financial strategies that can grow with them throughout the many milestones of life.
