Foundry Academics

Planning Dedicated to Employees of Academia

Planning Dedicated to Employees of Academia

Foundry Academics is dedicated to the unique financial planning needs of employees of academia. Foundry Academics is part of The Foundry Financial Group, Inc., a fee-only Registered Investment Advisor founded in 1989.

The Foundry also works with clients near and through retirement and assists small business owners with financial planning and investment management.

Fee-only

Investment Management and Financial Planning fees are clearly agreed upon with our clients and are our only source of revenue. We never receive commissions or any other forms of compensation.

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Fiduciary Standard

Fiduciary Standard

We are obligated to put our clients’ interest first. This responsibility is at the core of every relationship, and behind each piece of advice and service we provide.

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Independent

Independent

The Foundry offers no proprietary products or investments, which reduces the potential for conflicts of interest. Investments are chosen solely based on the needs of the portfolio or financial planning.

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Strategic partners

We look to our partners to help provide the infrastructure and resources necessary to meet any client need. Our partners include Cambridge Investment Research, BNY Mellon and Fidelity for investment and operations, custody and recordkeeping and financial planning respectively.