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

Bryon Rice

Stephanie Roper

Josh Cooksey

Stephanie Jones

Kyle Mann

Ernest J. C’debaca

Jarrod Florence

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

Leadership Team

Business Development

Financial Management Team

About

Team members

Other teams at Foundations Investment Advisors

Leadership Team

Business Development