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Foundry: Financial Advisor photo
Foundry: Financial Advisor photo
Foundry: Financial Advisor photo
Foundry: Financial Advisor photo
Foundry: Financial Advisor photo

Foundry: Financial Advisor

5.0 4 reviews
Address: 2919 Acresite St, Los Angeles, CA 90039, USA Get Directions

What people love

From reviews
Knowledgeable financial advisor Commitment to clients Fair pricing Personalized financial strategies Responsive support

About this business

The Foundry Financial Advisor, a company with offices in Los Angeles and Washington DC, aims to help you live a more fulfilling life by providing financial advice. Our focus is on impact investments and value-based financial planning. My passions have been personal finance, investments, and real estate, as well as helping people lead more fulfilling lives. I tried to find a financial advisor for my mom when my father died in 2015. Instead of getting my help, I found a market dominated by salespeople on commission, making money by pushing products that were not in my mom's best interest. Low fees and high-net-worth clients made financial advisors inaccessible. I was done with all my options, so I decided Foundry Financial was the solution. This wealth management company focuses on making money clear for you so you can make informed decisions. What is new? People ask who our clients are at Foundry Financial. There are no minimums. If you want to change your relationship with money, you can work with us. It is what our clients care about. Your budget reflects who you are, and they know it. Your bank account will not determine whether you are on a purposeful path to a life well-lived. Money will help you live a life well-lived, and this is what our clients understand. Our goal is not to help you reach it, but we will help you come up with a plan.

Frequently asked questions

6 questions
What do Foundry: Financial Advisor clients say about the work?
Clients frequently praise Kevin Lum for his knowledge, commitment, and ability to provide life-affirming financial strategies. Many feel their financial goals are clear and appreciate the personalized attention they receive, highlighting a strong sense of trust and support.
Does Foundry: Financial Advisor provide personalized financial planning for individuals in Los Angeles?
Yes, Foundry specializes in value-based financial planning, focusing on helping clients align their investments with their personal values and goals, as indicated by client testimonials about achieving clarity in their financial objectives.
Who leads Foundry: Financial Advisor and what do clients say about them?
Kevin Lum, the owner of Foundry, is noted for his unmatched knowledge and passion for helping clients. Reviewers consistently commend his dedication and the trust they feel in his guidance.
What is the focus of Foundry: Financial Advisor in their wealth management approach?
Foundry emphasizes impact investing and value-based financial planning, aiming to help clients invest in ways that align with their personal values and life goals, as stated in their company overview.
How does Foundry: Financial Advisor differentiate itself from other wealth management firms?
Foundry stands out by prioritizing client interests over sales commissions, focusing on personalized service and ethical financial planning, as reflected in client feedback about the quality of care and commitment they receive.
Where is Foundry: Financial Advisor located?
2919 Acresite St, Los Angeles, CA 90039, USA

Location & directions

Los Angeles, California
Foundry: Financial Advisor
Wealth Management Companies
Address
2919 Acresite St, Los Angeles, CA 90039, USA
Hours
Closed Now
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