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Foundation Wealth Partners

5.0
  • Investment Service
  • Allen, TX

About this business

FinanceFinancial ServicesInvestingInvestment Service

We Believe in Being Different Foundation Wealth Partners exists to help clients navigate the financial and emotional complexities of wealth. Every family is unique and our goal is to provide a comprehensive approach that is both objective and customized. The Wealth Advisors of Foundation Wealth Partners take pride in having years of financial services experience helping clients work towards objectives well beyond their investment goals. As a fully independent and objective firm, we are able to provide impartial financial adv... read more

Location details

1333 West Mcdermott Drive, Suite 150, Allen, TX, 75013, United States

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WeekdayScheduleStatus
Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
5.09 reviews
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Anthony Vaughn's profile image
Anthony Vaughn 
2 months ago

Conor and Travis were so helpful and knowledgeable in the Social Security Planning Course they taught. They seemed to take a genuine interest in the attendees and wanted to make sure that everyone understood their presentation. Their presentation was both informative and easy to follow. I highly recommend their professional services. 

srinivas ramaswamy's profile image
srinivas ramaswamy 
2 months ago

Conor and team are amazing. I attended their informational seminar on social security which they followed up with two virtual meetings where we got insightful analysis and information. All this with no push from them to buy their services. Conor was very professional and generous with his time. Thank you! 

Genell Aguilar's profile image
Genell Aguilar 
3 months ago

I am so thankful to have found Conor Shepard and Foundation Wealth Partners. After the loss of my husband, I felt overwhelmed by the need to consolidate multiple accounts. I lacked experience with investment management, and Conor has been incredibly patient with me. He always takes the time to explain every step we are taking in clear and straightforward terms. Conor has gone above and beyond, removing all the stress and anxiety out of the process. His support during this difficult time has meant so much to me. I don’t think... read more

Dovetta Forbes's profile image
Dovetta Forbes 
6 months ago

The seminar was very informative, and we learned a lot. Then, the follow-up meetings were a great benefit and helped us plan some for our future. These guys are the best. Connor was very educated on this subject and what he was not sure about he got the answers or gave us a contact. He was also very polite. Highly recommend attending the seminars. 

Jared M's profile image
Jared M 
10 months ago

The staff treat you like the close family members that you want to stay with you at Christmas time so there won't be room for the family you don't like. They are friendly and personable before a meeting, knowledgeable and educational during a meeting, and trustworthy in between meetings. We have been working with Conor and have been impressed with the service. 

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Frequently asked questions about Foundation Wealth Partners

How is Foundation Wealth Partners rated?

Foundation Wealth Partners has a 5 star rating with 9 reviews. 

When is Foundation Wealth Partners open?

Foundation Wealth Partners is closed now. It will open on Monday at 8:00 a.m.