Foundations Investment Advisors is an SEC Registered Investment Adviser (RIA). As one of the fastest growing RIA firms according to FA Magazine, we employ a team of skilled portfolio managers and provide professional planning services with an actively managed, risk-based focus. We believe it’s important to provide the tools for financial advisors to help make efficient, goals-based financial plans for investors. In addition, we pride ourselves on making sure the investor experience is an enjoyable one that remains efficient and transparent. Please do not hesitate to reach out with any questions, we are always here.

Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.

Investment Management

Foundations Investment Advisors

Foundations Investment Advisors' headquarters in Phoenix, AZ, United States

Bryon Rice

Stephanie Roper

Josh Cooksey

Kyle Mann

The Financial Management Team at Foundations Investment Advisors manages client portfolios, executes trades, and develops comprehensive financial plans tailored to individual goals. The team ensures an efficient, transparent, and enjoyable investor experience by closely monitoring financial markets, providing risk-based investment strategies, and maintaining robust client relationships.

Financial Management Team

The Leadership Team at Foundations Investment Advisors is responsible for steering the strategic direction of the firm, ensuring operational efficiency, and fostering business development. Each member plays a critical role in managing financial oversight, communication strategies, legal and compliance matters, and overall organizational growth. By collaborating effectively, the team ensures that the company's mission of providing transparent and goal-oriented financial planning services is consistently met.

Leadership Team

The Business Development team at Foundations Investment Advisors focuses on expanding the firm's market presence by identifying and fostering new client relationships, exploring strategic partnerships, and driving growth initiatives. This team works collaboratively to develop and implement strategies that attract new business opportunities while ensuring alignment with the company’s commitment to providing efficient and goals-based financial planning for investors.

Business Development

The Operations Team at Foundations Investment Advisors is responsible for ensuring the seamless day-to-day functioning of the firm's activities. This team oversees critical functions such as account management, billing, trading operations, and overall operational efficiency. By managing these aspects effectively, they support the firm’s mission to provide efficient, goals-based financial planning and maintain an enjoyable, transparent investor experience.

Operations Team

The Salesforce Administration Team at Foundations Investment Advisors is responsible for managing and optimizing the company's Salesforce platform to support the needs of financial advisors and portfolio managers. This includes configuring Salesforce to align with business processes, managing user access and permissions, creating reports and dashboards, and providing ongoing support and training to ensure efficient and effective use of the system. The team plays a crucial role in enhancing the overall client experience by ensuring the CRM system functions seamlessly and data is accurately maintained.

Foundations Investment Advisors

Org chart

Teams

Financial Management Team

Leadership Team

Business Development

Operations Team

Salesforce Administration Team

Offices

Foundations Investment Advisors

Org chart

Teams

Financial Management Team

Leadership Team

Business Development

Operations Team

Salesforce Administration Team

Offices

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