Home
AT FOUNDATIONS FINANCIAL PARTNERS, WE BUILD RELATIONSHIPS AND FINANCIAL FOUNDATIONS THAT WILL HELP YOU ATTAIN LASTING FINANCIAL SECURITY.
We strive to plan, protect, and grow our clients’ wealth by delivering the advice, strategies, and solutions needed to succeed over the long-term. Our focus on developing deep and meaningful relationships enables us to build comprehensive and integrated financial plans for our clients.
Our Strategic Process
Integrated financial planning coordinates your financial goals and objectives. It brings together the many facets of your financial life. We deliver the advice, strategies, and solutions that will help you define and strive for success.
Our Unique Approach
As securities markets, financial products, tax and estate laws, and life in general become more complicated, it is our belief that clients can be more appropriately served through a simplified, collaborative approach to financial planning and wealth management.
Meet Our Team
In today's complex world, the clarity that comes from working with a financial professional can help you crystallize your vision and pursue your financial goals.
ChFC
Client Services Director
Roark is the Client Services Director for Foundations Financial Partners, LLC.
Roark has been in the financial services industry...
Executive Assistant
Erin is the Executive Assistant at Foundations Financial Partners, LLC.
She has an undergraduate degree from Marywood University...
Special Projects Coordinator
Jaclyn joined our firm in 2015 as a Business Processor. Since then she obtained her series 7 and moved into the Special Project Coordinator...
Business Processor
Debra A. Whalen is Foundations Financial Partners’ Business Processor. She brings 29 years’ experience in accounts receivable and...
Marketing and Recruiting Coordinator
Jillian received her Bachelor of Science in Marketing from York College of Pennsylvania in 2014.
Since obtaining her degree, Jillian...
© 2019 Foundations Financial Partners. All rights reserved.
