Broker Check


How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Planning for Individuals & Families

With a CERTIFIED FINANCIAL PLANNER™ professional on our team, we specialize in comprehensive financial planning through a holistic lens.

Learn more

Planning for Business Owners

At Founding Capital, LLC, we serve a number of closely held businesses in a wide array of industries.

Learn more

Planning for Special Needs

Families with special needs children often require specialized financial planning, as expenses are typically much higher.

Learn more

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (215) 628-6178